Investors covet past improvements but also always believe pricing unimaginable future creativity and efficiency gains is Pollyannaish. And they're always wrong. Bet on it. Kenneth Fisher betcovetcreativity Change image and share on social
To me 'The Big Easy' is shorthand for owning big stocks that are easy for wary investors to buy into. These stocks tend to outperform during the back half of bull markets. Kenneth Fisher backbigbull Change image and share on social
Many follow a rule of thumb - no more than 5% in one stock. But that's not the entrepreneurial road to riches. Kenneth Fisher entrepreneurialfollowrich Change image and share on social
Normally, the market peaks before bad news emerges. That's what happened in 1929, and that's what happened in 2000. Kenneth Fisher bademergehappen Change image and share on social
Hundreds of investors ask me questions each year about the dilemmas they confront. Their worst problem? Uncertainty. They are traumatized and become emotional or confused to the state of inaction. Even worse, they try to solve a short-term problem in a way that hurts them financially in the long run. Kenneth Fisher badbadlyconfront share on social
Long before folks fretted the demise of 'quantitative easing,' I fretted its existence. It proved the reverse of its image, an antistimulus, and we've done okay not because of it, but despite it. Kenneth Fisher antistimulusdemiseease Change image and share on social
Generally, variations in earnings aren't nearly as impactful on glamour growth stocks as are changes in image and, well, sexiness. I often think of glamour stocks as though they are attractive women dressing to the nines. Kenneth Fisher attractivedressearnings share on social
Normally, if you have a huge category that leads a bear market all the way down to the bottom - like tech after 2000, or energy in the '80-'82 bear market - you get one quick pop, and then years of lag as we fight the old war. Kenneth Fisher bearbottomcategory share on social
Anyone can see how if a feared tax hike doesn't happen, that's a positive factor. But even if tax hikes happen as feared, vast history tells me it doesn't have to have the big bad impact folks fear. And fear of a false factor is always bullish. Kenneth Fisher badbigbullish share on social
Environmentalists should like fracking for its relative cleanliness. But they don't. They have made a bugaboo out of the chemicals in fracking fluids, which supposedly can leach into groundwater sources. I'm convinced they're dead wrong. Ultimately, good technology with a cost advantage will win out over paranoia. Kenneth Fisher advantagebugaboochemical share on social