Click below to access the archive of Ken Fisher's past Bloomberg Money columns.
December 2006 - The weakest link |
| Continental European consensus views fear a US economic slowdown. Many do in America too. Maybe you do as well. For years now the two "great uniteds", the UK and US, have been doing better economically than the rest of the developed world. |
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November 2006 – The bears that cried wolf |
| Where are they now? In hiding? I mean the plethora of big-time bears who one to three years ago insisted global markets would implode because the dollar would drown, tied to gargantuan US trade and current account deficits – and with that implosion would come skyrocketing long-term interest rates as non-Americans would no longer finance from kindness the US’s profligate ways. |
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October 2006 - Fear of the unknown |
| Readers objected to my September Column. I predicted the Democrats wouldn’t gain control of Congress in America this November, and current fears that they would will fade – which is bullish. |
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September 2006 - Vote for no change |
| As summer fades, angst will quicken about the forthcoming US elections and the effects a change in the Congressional landscape could have on global markets. US markets hate political change. But the good news is change will be minimal. |
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August 2006 - Correct me if I’m wrong |
| The May/June correction convinces me of a material up-move ahead. Mind you, I’m not sure the correction is over yet. But what is certain is that following it will be another bull market up-leg before any real bear market can come. But why is this? |
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July 2006 - Have I got news for you |
| In America it is stories such as illegal Mexican immigration that make the headlines – things that fundamentally haven’t changed in decades. In Britain I note a corporate pornography claim in Bristol, “Lesbian wives sue”, and “Road rage as a medical condition”. All this makes me comfortable. |
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June 2006 - The end is not nigh |
| Investors are making too much of recent long-term interest rate rises, particulary in America. The rises are not big enough to matter and are not particularly different than those of the latest few years, most of which later reversed. |
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May 2006 - Life in the Old Bull Yet |
| Thinking beyond Britain will help you see we have more bull market to go. Whenever the whole world market has had a big first quarter there has always been more bull to follow. |
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April 2006 - A Chance to Take Stock |
| More than half the world’s stocks are ripe for takeover, says Forbes Magazine’s Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher. With this trend set to continue, now is a good time to take advantage. |
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March 2006 - Stocks Are Set to Explode |
| Stay focused on good companies that are cheap enough to buy back their own stock and see earnings rise, says Forbes Magazine’s Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher |
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June 2005 - US Merger Activity to Go Global |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says US companies are taking advantage of free money through consolidation and investors would be wise to make the most of the potential offered by this merger and acquisition activity. |
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May 2005 - Refusing to be Beaten |
| Despite a continuing quiet patch for equities, Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher refuses to give in to the doomsayers as he continues on his quest to beat the markets. |
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April 2005 - Why Debt is Good for Growth |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher argues that, as long as the return on assets markedly exceeds borrowing costs, debt will contribute to an increase in gross domestic product. |
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March 2005 - Why Debt is No Bad Thing |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher insists that, where governmental budget deficits are concerned, conventional wisdom is wrong – actually we are massively under-indebted. |
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February 2005 - Free Money - Buy Now |
| Forbes Magazine's Portfolio strategy columnist and Fisher Investments chief executive Ken Fisher says a dour mood among equity investors means there are a lot of cheap stocks to be found in the markets right now. |
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January 2005 - An Unlikely Source of Optimism |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says the US's huge federal budget deficit is actually good news for investors as historically this has meant US stockmarkets perform well. |
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December 2004 - Bush Set to Lead the Way |
| Forbes Magazine’s Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher argues that with a second term safely in the bag, President Bush will start to spend his political capital in unexpected ways – and kick-start a moribund stockmarket. |
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November 2004 - Turn an Idea on its Head |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says the secret to successful stock selection is to invert the Footsie’s trailing price/earnings ratio into an earnings/price ratio or earnings yield and compare it to 10-year gilts. |
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October 2004 - Going Against the Tide |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says the bearishness of the British media is making him even more optimistic on the outlook for equities. |
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September 2004 - Stocks to Calm Your Jitters |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says investors need not be feeling queasy about the market's prospects and should be as fully invested as ever in stocks with high but unappreciated quality. |
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August 2004 - Standing P/E Ratios on Their Heads |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher explains the earnings to price ratio and how it can help investors to identify cheap stocks. |
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July 2004 - US Love Affair with Oil Endures |
| As the US economy gathers strength and more young people gain employment, it promises to be a boon for both the auto and energy industries, says Forbes Magazine Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher. |
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June 2004 - Election Years Made Easy |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher looks to history to assess what affect the coming US presidential elections will have on the nation's economy. |
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May 2004 - Putting on a Happy Face |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher believes investors' reluctance to be positive on the global outlook is unfounded as interest rates are still low, the dollar isn't plummeting as much as expected and there is good news from the Asian markets. |
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April 2004 - Stocks Will Just Keep Rising |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher dismisses the naysayers and explains why he believes US stocks will rise 7% - and maybe much more – annually over the next decade. |
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March 2004 - Dollar Argument Full of Holes |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says predictions of the US dollar's demise are wide of the mark – instead, expect the value of the dollar to remain pretty flat during 2004, while stocks will rise modestly in the short term and then strongly at the end of the year. |
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February 2004 - the Only Way is Up Again |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says that the fourth year of US presidential terms are traditionally good ones for markets and therefore expects 2004 to follow the trend set in 2003 - that is, shares going up, up, up. |
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January 2004 - Bears with Red Faces |
| Forbes Magazine's Portfolio Strategy columnist and Fisher Investments chief executive Ken Fisher says stockmarket bears are under pressure to turn bullish or risk being ridiculed for their lack of foresight. |
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