In The News

To Gain An Investing Edge Analyze The Data Devotees, Not The Data

By Ken Fisher, Real Clear Markets, Friday, July 10, 2020

How can you gain an investing edge? That timeless question has confounded investors almost forever. Many fixate on data, thinking quick data access mines magical statistical relationships. “Quantitative” fund managers run vast sums on this premise. It isn’t just them: Belief in data’s dominance abounds.

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Expectation And Reality: The Stock Analyst Of 2050

By Michael Hanson, LinkedIn, Monday, June 29, 2020

Thirty years from now, on some impressively super-powered computer terminal with access to data and computation we can barely fathom, a supremely confident analyst will look at the bear market of 2020, smirk, and say:

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The Behavioral Bias Blinding Investors To A New Bull Market

By Ken Fisher, Real Clear Markets, Tuesday, June 23, 2020

Legendary 19th century financier JP Morgan said, “A man generally has two good reasons for doing a thing—one that sounds good, and a real one.” Pundits cite loads of seemingly smart reasons you should dismiss global stocks’ rally since March. But their real reason? Admitting the upturn is real also admits they were wrong.

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My thoughts on the new bull market

By Ken Fisher, LinkedIn, Wednesday, June 17, 2020

The best forecaster the world has ever known, the stock market, had to pre-price the reality of the grim economic impact of global governmentalimposed lockdowns aimed to slow the spread of coronavirus. But after that, the S&P 500 recovered over 75% of its losses and isn’t far from new record highs.

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