Ken Fisher
speaker
93 appearances
1 recordings
1 series
first heard Dec 2017
last heard Dec 2017
Ken Fisher’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · Why We Shouldn't Call This Market Run-Up a 'Trump Rally' · 14 Dec 2017
podcast
In 96.
Nobody called Franklin Roosevelt in 1934 a Roosevelt rally.
Nobody called Reagan a Reagan rally.
And Reagan or Roosevelt rallies sound better poetically than does Trump rally.
But be that as it may, nobody talked about the George Herbert Walker Bush rally, which was bigger than this one.
The fact is, if it was really a Trump rally, U.S.
should be doing better than foreign, whereas during this period, foreign's been doing better than the U.S.
The same is true in a parallel sense about the tax cuts.
If this was really all about the tax cuts and how great Dow was going to be and some of the things you hear people say that I consider largely utter nonsense, like all the cash that's going to come back to America, theoretically, that should be bad for outside of America.
And if that were the case, why has the non-U.S.
market been doing better than the U.S.
market?
Whenever you have something like that, you ask yourself a simple question.
Have we had tax cuts and hikes in the past ever?
And if so, how many, when, and what happened in the 3 and 12 months after that?
In fact, whether it's corporate, personal, capital gains, you can measure them all up and you can't actually see a discernible bullish effect
With any of them, what you can say about them is that when we've had these cuts before, what they've led to is a relatively tepid U.S.
market compared to foreign.
My argument is this period leads into a continuation of 2017 where foreign leads U.S.
in a bull market, foreign-led, pulling U.S.
Showing 21–40 of 93 · page 2 of 5
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