In The News

Don't Worry, Stocks Already Priced The Biden Tax Hikes

By Ken Fisher, Real Clear Markets, Monday, April 5, 2021

Tax hikes are coming! Tax hikes are coming! Yikes, Yikes, Yikes! Pundits tizzy it up over President Biden’s rumored plan, fearing multi-faceted new, huge hikes will whack stocks. They warn budget reconciliation means Biden can slam-dunk it all with Democrats only. Take a deep breath: Internal Democratic divisions will dilute any tax legislation that passes. But, even if I’m wrong on that, it still won’t whack stocks. Let me explain.

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The Hidden Lesson in Tech Stocks’ Winter Stumble

By Ken Fisher, LinkedIn, Wednesday, March 31, 2021

Pundits are crowing—arguing Tech’s year-to-date lag marks the start of a major market shift. Yes, again. To them, this time is for sure. They say vaccine rollouts, fast-approaching re-openings and rising interest rates killed the sector’s pandemic-era dominance—bad news for investors with big tilts toward the Tech-heavy S&P 500. Maybe! I’d bet not.

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$1.9 Trillion Glimmers Of Gridlock's Greatness For Stocks

By Ken Fisher, Real Clear Markets, Friday, March 12, 2021

The Green New Deal. Medicare for All. Huge income and capital gainstax hikes. Wealth taxes. These policy ideas, and similar others, plagued many investors since 2020’s election campaign kicked off. Now, halfway through the Democrat-“controlled” government’s first 100 days, the recent debate over the administration’s $1.9 trillion COVID aid package showed you again those extreme ideas stand no chance. Gridlock rules Washington—a positive for stocks.

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How to Know What Everyone Else Is Sweating, So That You Don't Have To

By Ken Fisher, Real Clear Markets, Monday, March 1, 2021

Heard this one yet? British and American value stocks are set to surge as swift vaccine rollouts accelerate reopening. How could you not? This theory, or versions of it, gobsplatter financial  airwaves everywhere. But acting on this forgets one key timeless lesson 2020’s stock market taught: the more headlines hype something, the more you know markets already weighed it—and moved on past it.

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‘Why’ Is Always Crucial. Why It’s Not Time For Value Stocks

By Ken Fisher, LinkedIn, Monday, March 1, 2021

Value bulls claim COVID vaccines and approaching business reopenings mean this is just the start of a long run—and that economically sensitive value stocks are poised for their typical, lengthy early bull market boom. Maybe. But I don’t think so, and I don’t think it much matters. Why? Let me explain.

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