By Ken Fisher, Chosun Ilbo, Thursday, February 20, 2025
나는 지난 1월 칼럼에서 올해 세 가지 시나리오가 엇비슷하게 펼쳐질 가능성이 있다고 했다. 미국과 글로벌 주식 시장이 다시 한번 크게 호황을 누리거나, 소폭 하락하거나, 아니면 미미한 수익을 내는 것이다. 한 달이 지난 지금은 첫 번째 시나리오의 가능성이 가장 커 보인다. 나는 밝은 2025년을 예상하는데, 이는 유럽이 주도할 것이다.
Read More
By Ken Fisher, La Libre, Tuesday, February 18, 2025
Le moral profondément morose des investisseurs est le terreau sur lequel les actions européennes devraient prospérer en 2025.
Read More
By Ken Fisher, The Australian, Monday, February 17, 2025
Last month I told you a haze clouded my view of 2025. Three paths seemed similarly likely: US and world stocks could boom big again. Or dip slightly. Or eke out tiny gains. But uncertainty hung over politics and sentiment.
Now? The haze has lifted. Expect a brighter-than-feared 2025 … led, surprisingly, by Europe. Here is why.
Read More
By Ken Fisher, Caixin, Monday, February 17, 2025
在1月14日的专栏文章中,我曾提到2025年全球股市可能出现三种概率相当的情形,并承诺将在其中一种占据主导时更新研判。经过进一步研究,我带着想法回来了。
此前提到的三种可能情形包括:一是美国及全球股市再次大涨,如2024年MSCI中国指数23.2%大幅且过程艰难的回升;二是小幅下跌;三是仅实现低个位数的回报率。
Read More
By Ken Fisher, Infobae, Thursday, February 13, 2025
Seguro que ha pensado en invertir en criptomonedas. Después de que, en noviembre, el volumen de negociación haya superado por primera vez los 10 billones de dólares, a muchos les tientan las ganancias inmediatas. Además, el repunte por encima de los USD 100.000 parece justificado tras la reelección de Donald Trump, declarado defensor de las criptomonedas. Pese a ello, antes de zambullirse en el criptoverso, hay que saber a qué atenerse.
Read More
By Ken Fisher, Il Sole 24 Ore, Sunday, February 9, 2025
Per fare previsioni corrette occorre sapere qualcosa di importante che sfugge agli altri.
Quando succede, non mi tiro indietro. A gennaio 2024 ho spiegato perché il Ftse MIB e le azioni mondiali sarebbero cresciute notevolmente nel corso dell’anno. E lo stesso dicasi per il 2023. Ma ho anche fatto degli errori, come nel 2022, con mio grande rammarico.
Read More
By Ken Fisher, Sky News, Saturday, February 8, 2025
Fisher Investments founder and executive chairman Ken Fisher claims US President Donald Trump's tariff threats are a "negotiating ploy".
"What he [Trump] usually does, not always normally and mostly, is to announce things like tariffs then use that as a negotiation ploy," Mr Fisher told Sky News Australia.
Read More
By Ken Fisher, Handelszeitung, Thursday, February 6, 2025
Der Aktienmarkt in Europa könnte 2025 besser ausfallen als erwartet. Denn: Übertriebener Pessimismus schafft Raum für positive Überraschungen.
Read More
By Ken Fisher, Privata Affärer, Wednesday, February 5, 2025
När 2025 grydde var min sikt skymd. Det fanns tre utfall för börsåret som såg lika troliga ut: Börserna i USA och globalt skulle kunna göra ännu ett kanonår.
Read More
By Ken Fisher, Calcalist, Wednesday, February 5, 2025
בכל ינואר, משדרות רוטשילד ועד וול סטריט, מתפרסמות תחזיות לסוף השנה. השנה, התחזית מעורפלת. לכן אעשה משהו שונה: אציג מה לא יקרה, ושלושה תרחישים שסביר שיקרו – ומתוך כך מה כדאי למשקיעים לעשות. מניסיוני הרב בשוק ההון, למדתי שכדי לחזות נכון את השוק, חייבים לדעת משהו מהותי שאחרים לא יודעים.
Read More