Fisher Investments' Founder Discusses Positive Fundamentals Everyone Is Overlooking
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- Опубліковано 9 лип 2024
- Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher describes underappreciated economic drivers that could lead to a strong rebound in stocks sooner than many think. For example, robust loan growth along with the unwinding of COVID lockdowns in China-the world’s second largest economy-could drive higher economic activity and have positive effects.
Ken argues we are experiencing a low growth economy that many are confusing with recession. Ken says that, even with the recent Fed rate hikes, the 90 day-10 year yield curve is wider than it was in January-indicating a healthy lending environment. Additionally, a normalizing post-COVID economy and easing supply chain bottlenecks set the stage for potential upside economic surprise.
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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.
After reading so much this year on finance including Fisher books, I have heard nearly ever person, financial "guru's", experts and so on, it appears to me there is so much pessimism that the markets are almost bound to surprise many of markets improving. I am hearing supply chains are most definitely improving and inventories are exploding in some areas such as Target, Walmart and others. As I walk through Home Depot and Lowes, I see lumber piling up so lumber prices for example should be on sale along with others. I'm also hearing semiconductor backlogs are being reduced as well so inflation should then become deflation. So I'm in the camp of improving market conditions. Thanks for keeping us level headed Ken.
Great comment!
Thank you Mr. Fisher--- very interesting. Im re- reading my favorite investment book ( I have almost as many as you have cool ties-lol) Your "Only 3 questions that count". Thank you for all your information over the years. I used to subscribe to Forbes for many years - just to read your column. You have helped me make life very comfortable. Hike on! ( hope you still get a chance to ) I may hit the AT later this year if it ever quits raining here on East Coast. Thanks again for the many years of good advice.
Love these videos. Not creating any kind of panic, just rational thoughts on the market.
Mr. Fisher, what do you believe is a better way to address inflation other than tweaking interest rates? Is there a video that you’ve released?
Thanks, Ken. Always makes me feel better about the market at a time when there’s lots of unrest.
Once again a great Ken explanation of our current state and optimistic future
Mr. Fisher is able to break down information into simple concepts that really resonate.
Another first class commentary. Thank you, Ken.
Mark Choate
Good thoughtful commentary to counter the gloom and doom that we are all hearing. Thank you!
That was very valuable information! Thank you Ken!
Great insight in these uncertain times
great news, thank you
Interesting video!
thank you.
Another good video!
Very interesting Keith😂
Just curious where these videos are recorded. See the fireplace was going strong. Personally I live in Alaska…to warm to use the wood stove for now. Must be mighty cool there.
I'm pretty sure that is a gas ornamental piece in the recording studio designed to create ambiance, not heat.
👍
Nice presentation 👍
Don't forget to hit Max and Market on your 401K, year after year, decade after decade.
And if you own Berkshire Hathaway you can tell your friends: Warren Buffett works for me!
Always respect your views on the markets and not throwing the baby out with the bathwater.
This is exactly what I’m thinking about. 3% yield vs 7% yield, and the latter grows 8% a year.
Yeah, but we watch your videos so we are not freaking out.
The only positive thing is my FSPHX fund has a 15% annual rate of return since 1981, too bad Buffett missed it perhaps it's too simple?
Always interesting to hear your insights. Thank you.