Fisher Investments
MurmurCast publishes AI-generated summaries of Fisher Investments’s YouTube episodes — 148 summarized so far, covering Iran conflict market volatility, March PMI economic indicators, Gold price decline analysis, US Treasury bonds, China-US economic relations, sovereign debt markets. Each summary distills the key insights, topics, and takeaways so you can decide what’s worth your time before pressing play.
This Week in Review | Iran Conflict Volatility, March PMIs, Gold’s Recent Sell-Off (Mar. 27, 2026)
The analysis covers recent market volatility driven by Iran conflict developments, March PMI readings showing global economic resilience, and gold's counterintuitive 18% decline despite geopolitical uncertainty. The overarching message emphasizes market discipline and patience over emotional reactions to volatility.
What Happens If China Dumps US Treasurys?
Ken Fisher argues that fears about China dumping US Treasurys are overblown, noting that China only owns 2% of total US debt. He draws parallels to similar unfounded fears about Japan in the 1990s and explains that Treasury selling is typically just countries switching preferences between different sovereign debts.
Are Changes to Quarterly Earnings Reporting Coming Soon?
The SEC is considering eliminating quarterly earnings reporting requirements for U.S. public companies in favor of semi-annual reporting, potentially ending a 50+ year practice. This change could reduce compliance burdens and encourage more IPOs, though implementation would take years.
Ken Fisher: This Stock Trend Has Global Ripple Effects
Ken Fisher explains the 'midterm miracle' pattern where U.S. stocks struggle in the first three quarters of midterm election years due to political rhetoric, but historically rise 88% of the time in Q4 with ~7% average returns. This pattern significantly correlates with international markets, though not perfectly.
Ken Fisher on Measuring Inflation, Currency Reset, Commodities and More
Ken Fisher discusses inflation measurement inaccuracies, dismisses currency reset concerns citing historical dollar patterns during Republican presidencies, and advises against commodity speculation while highlighting stock markets as the best recession predictor.
3 Things You Need to Know This Week | PMIs, Denmark Snap Election, Tax Season (Mar. 23, 2026)
This week's key developments include March PMI data showing continued global economic resilience exceeding expectations, Denmark's snap election potentially creating political gridlock, and the approaching April 15th tax filing deadline with opportunities for retirement contributions.
This Week in Review | Energy Markets, Fed Meeting, Earnings Reporting (Mar. 20, 2026)
Energy markets experienced volatility with oil reaching $110/barrel due to Strait of Hormuz closure from Iran conflict, while the Fed held rates steady at 3.5-3.75%. The SEC is considering eliminating quarterly earnings reporting requirements in favor of semi-annual reporting.
[Archive] Benefits and Highlights of Working at Fisher Investments
Fisher Investments is recruiting talented individuals from diverse backgrounds and offers comprehensive training, mentorship, and career development opportunities. The company provides competitive compensation, attractive benefits including a 50% 401(k) match and zero out-of-pocket health premiums, and a merit-based advancement system with set working hours.