By Ken Fisher, The Australian, Monday, April 15, 2024
So far, so good! My 2024 outlook called for strong gains down under and worldwide – but with Aussie stocks lagging early before soaring late.
Global returns of 11.6 per cent through to April 8 alongside a 3.9 per cent ASX rise speak to just that. More gains await.
One key reason? Sentiment. Stocks always move most on the gap between expectation and subsequent results, so gauging the former is crucial.
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By Ken Fisher, Calcalist, Sunday, April 14, 2024
כטבען של מניות קרות לב, להן קל יותר להתאושש מהזוועות, וכך מדד ת"א־35 שב לאיתנו מאז ההלם של 7 באוקטובר, וגל עליות נוסף נמצא בפתח, אך לא בגלל שהמניות צופות איזה ניצחון מהיר של צה"ל. פשוט כי כשמדברים על שווקים, הגלובלי תמיד יגבור על המקומי. נושבת גם רוח פוליטית כלשהי, לא־מזוהה. הרי זוהי שנת בחירות לנשיאות ארה"ב – והיא נהדרת לשוק המניות הן בארה"ב והן בישראל.
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By Ken Fisher, The Telegraph, Saturday, April 13, 2024
Surprises have the most sway over stocks – both positive and negative. My 2024 forecast suggested that pessimists, fixated on issues like the cost of living and wars in Ukraine and Israel and Gaza, would be shocked by double-digit bull market gains. So far so good, with world markets soaring 9.9pc in the past few months.
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By Ken Fisher, Handelszeitung, Wednesday, April 10, 2024
Haben Sie das bemerkt? Seit Äonen kommt der Geografie im Geschäftsleben eine entscheidende Rolle zu. Um Erfolg zu haben, musste man stets der Wirtschaft und dem Kapital folgen – wie Amerika, dem Land der unbegrenzten Möglichkeiten.
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By Ken Fisher, La Libre, Tuesday, April 9, 2024
Abracadabra ! Les actions mondiales comme celles de la zone euro sont en pleine effervescence depuis le début 2024, à l’instar de la bonne à excellente année que j’avais annoncée en janvier dernier. Il ne s’agit là que l’une des nombreuses surprises que réserve cette année aux partisans d’un scénario baissier. Vous en voulez d’autres ? Les valeurs énergétiques prendront appui sur la reprise naissante de mars pour mener la danse. Je m’explique.
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By Ken Fisher, Fox Business, Tuesday, April 9, 2024
Fisher Investments founder Ken Fisher discusses how long Wall Street's bull market could last on 'Varney & Co.'
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By Ken Fisher, Hong Kong Economic Journal, Monday, April 8, 2024
筆者曾在2024年展望中,預期今年全球股市將表現強勁,而港股可能在監管環境的陰霾下落後於環球股市。一如所料,截至3月20日,全球股市累升8.4%,恒指則微跌。更大的環球升幅正蓄勢以待,其中一個動力是市場情緒。股市走勢主要取決於現實與預期之間的差距,因此如何判斷後者很重要,方法亦有難有易。如今兩者皆顯示頹勢正在主導,意味正為往後的牛市鋪路。
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By Ken Fisher, Business Times Singapore, Friday, April 5, 2024
FOR eons, geography was destiny in business. To succeed, you had to go where industry and capital were. Singapore offered some of that, especially after its economic “miracle”. But the “Land of Opportunity” was still America – and that opportunity was clustered in big cities such as New York and Los Angeles. This is no longer true.
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By Ken Fisher, Il Sole 24 Ore, Friday, April 5, 2024
Le mie previsioni per il 2024 sono confermate dall’andamento delle azioni, che proseguono la loro ascesa, pronte a realizzare un buon, se non ottimo, risultato nel corso del 2024. Tuttavia, le azioni del settore energetico non sembrano - per ora - così “energiche”. Ma siate pazienti. L’Energia dovrebbe conquistare la leadership più avanti nell’anno, sorprendendo molti. Vi spiego perché.
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By Ken Fisher, Chosun Ilbo, Thursday, April 4, 2024
지난 수십 년 동안 기회의 땅은 미국이었지만, 이제는 한국도 기회의 땅이다. 두 나라 모두 오랫동안 산업과 자본이 있는 지역에 기회가 집중됐지만, 이제는 서울이나 부산뿐만 아니라 나주, 태백 같은 작은 도시, 아니면 세상 어느 곳에서라도 사업을 시작할 수 있다. 기술이 모든 영역에 영향을 미치면서 누구나 어디서든 사업을 할 수 있게 됐고, 이를 통해 더 나은 세상을 만들고 수익까지 낼 수 있게 됐다. 당신이 어디를 가든, 그곳이 곧 ‘기회의 땅’이란 얘기다.
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