Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S., like most developed countries, has evolved into a more diversified economy, with a heavy emphasis on services, which account for around 70% of U.S. GDP,” [...]
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Tag Archives: Kenneth Fisher
Fisher Likes Pharma, Tech, and Toys — and Books
May 17, 2012
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In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts are Benjamin Graham and David Dodd’s Security Analysis, and Roger Babson’s Business Barometers for Anticipating Conditions — which he thinks could increase 100-fold in value [...]
Read moreDespite Euro Chaos, Fisher Still Bullish
May 9, 2012
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While the chaos surrounding recent elections in Europe is scaring many investors, author and top-performing money manager Kenneth Fisher says it doesn’t change his bullish outlook for stocks for the year. Fisher tells Reuters that he thinks the European debt situation won’t topple the stock market, and that the fears are overhyped. ”We have seen [...]
Read moreFisher on Why Today Is Like the Early ’90s
April 19, 2012
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Kenneth Fisher says the market and economic environment right now are reminding him of the early 1990s, and says it’s a good time to buy stocks — selectively. “Let me set the scene,” Fisher writes in his latest Forbes column. “It was just a few years after 1987’s Black Monday market crash and 1989’s Friday [...]
Read moreFisher: Stars Aligning for China in 2012
March 22, 2012
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Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in 2012. The timing approach is based on the idea that politics drives the economy and market in China, Fisher says. “China’s powerful Communist Party leadership [...]
Read moreFisher: PIIGS Won’t Stop Market This Year
February 13, 2012
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Kenneth Fisher says the European debt crisis won’t be enough to stop the stock market in 2012, and expects a big up year for stocks. “Volatility spooked investors in 2011, and as a result there are few superbulls or superbears out there,” Fisher writes in his latest Forbes column. “Most pros are noncommittal, mildly bullish [...]
Read moreFisher: 2012 “To Be As Rewarding As 2011 Was Frustrating”
February 8, 2012
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Kenneth Fisher, who correctly said 2011 would be a flattish year for the market with lots of volatility, sees a much better scenario developing in 2012. “Optimists are scarce, and ample skepticism is rampant — a bullish feature — providing a wall of worry for this bull market to climb,” Fisher writes along with several [...]
Read moreFisher: Look for Euro Stock Rebound in ’12
January 5, 2012
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The European debt crisis dominated the investment world for much of 2011, with eurozone stocks getting pounded. But in 2012, Kenneth Fisher says to key on the same types of companies that were hit hard by the crisis. “My travels have left me even more convinced that the current crisis will pass,” Fisher writes in [...]
Read moreFisher: Overlooked Indicator Shows Recession Unlikely
December 14, 2011
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Kenneth Fisher says the U.S. isn’t headed for a recession, and a big reason for his confidence is one you might not expect: iron ore prices. “Particularly in recent years, iron ore prices have tracked the economy well — more than most commodities because, thanks to the lack of exchange-traded spot and future prices, there’s [...]
Read moreFisher: Buy on Fear
November 17, 2011
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Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment is uniformly black — that’s almost always bullish — long term,” Fisher writes in a column for Interactive Investor. “Then, too, fundamentals are much stronger [...]
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