By Ken Fisher, Privata Affärer, Thursday, July 10, 2025
Investera med vetskapen om att vedertagen visdom är fel – och att saker som ”alla vet” ofta går att motbevisa. Lyckas du med det får du ett försprång på börsen, skriver Ken Fisher i en krönika.
- Felaktiga påståendet om värderingar
- Därför handlar investeringar aldrig om visshet
- Värdefulla informationen som innebär ”ännu ett rejält försprång”
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By Ken Fisher, Business Weekly, Thursday, July 10, 2025
高本益比(P/E)、元月效應等季節性投資諺語、加稅、強勢新台幣之間,有何共通點?
傳統觀念認為這些都是股市毒藥,且多數投資人對此深信不疑。然而,許多「眾所皆知」的觀念常被證實是錯的。
能識破這點,就是你的優勢。這並不難。只要用科學家的態度去驗證這些「理論」,而不是將所謂的利多或利空「常識」視為絕對。
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By Ken Fisher, BBC, Thursday, July 3, 2025
[Interview starts at 7:42] President Donald Trump’s massive finance bill has cleared its final hurdle in Congress — but what could it mean for the U.S. economy and for poorer Americans who rely on government support programmes?
Also, Superman is back on screen — but is the superhero genre starting to lose its shine?
And as Britpop legends Oasis prepare to kick -off their long-awaited reunion tour in Cardiff, fans are snapping up merchandise from pop-up stores across the UK and Ireland.
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By Ken Fisher, Handelszeitung, Thursday, July 3, 2025
Hohe Kurs-Gewinn-Verhältnisse (KGVs). Steuererhöhungen. Regionale Konflikte. Ein starker (oder schwacher) Franken. Was haben sie gemeinsam? Nach gängiger Meinung sind sie alle schlecht für Aktien. Die meisten Anleger stellen dies nicht infrage. Das ist ein Fehler. Dinge, die «jeder weiss», sind sehr oft nachweislich falsch. Dies zu erkennen, schafft Vorteile. Das ist nicht schwer. Verlassen Sie sich nie darauf, dass die allgemeine Marktmeinung über Gut und Schlecht korrekt ist. Sehen Sie sie als Theorie, die es wie ein Wissenschaftler zu überprüfen gilt. Hier ist Ihr «Labor», um das zu tun.
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By Ken Fisher, La Libre, Thursday, July 3, 2025
Jadis sacrée, elle est tombée en disgrâce. Mais sa puissance revient désormais discrètement : la courbe de taux mondiale se redresse à nouveau.
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By Ken Fisher, L'Opinion, Wednesday, July 2, 2025
Les actions n’aiment pas quand l’incertitude est forte et en hausse. Ce climat paralyse les entreprises et freine les investissements ainsi que la croissance économique, ce qui, dans le cas présent, touche principalement les Etats-Unis. Voici comment analyser la situation afin d’en tirer profit malgré tout
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By Ken Fisher, The National, Tuesday, July 1, 2025
High price-to-earnings ratios. Seasonal return adages. Tax rises. A weak (or strong) dollar. What do they have in common? Conventional wisdom claims all are bad for stocks.
Most investors accept that unquestioned. Don't. Things "everyone knows" are very often provably wrong. Getting that right gives you an edge. It isn't hard to do. Never presume common wisdom about what is good or bad for capital markets is correct. See it as a theory to test like a scientist should. Here is your "laboratory" for doing just that.
Little we see is truly unprecedented. So, you can easily test most basic claims against historical data. Many prove false.
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By Ken Fisher, Business Times Singapore, Sunday, June 29, 2025
HAVE you ever noticed your ability to tune out background noise? So much, you don’t even hear when it stops? Investors do this now with a key global economic indicator: the “yield curve” … which is silently re-steepening. You can profit.
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By Ken Fisher, Calcalist, Sunday, June 29, 2025
בטור שפרסמתי באפריל טענתי שתוכנית המכסים של נשיא ארה"ב דונלד טראמפ לא היוותה את הטריגר לשוק הדובי שהתחולל לאחר מכן. אבל זה לא אומר שהמכסים הם טובים, והחדשות שזורמות מאז רק מאריכות, ולעתים מגבירות, את אי־הוודאות הכוללת. למעשה, גם פסיקת בית המשפט בארה"ב מסוף מאי שדחתה את רוב המכסים של טראמפ, והביאה לעצירתם הזמנית, היא עוד נדבך בחוסר היציבות הכולל.
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By Ken Fisher, Il Sole 24 Ore, Saturday, June 28, 2025
La curva dei rendimenti globale rivestiva un ruolo chiave, poi il meccanismo si è rotto. Adesso il suo potere rialzista sta lentamente ritornando con un “irripidimento” della curva.
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