Tracking Ken Fisher's Fisher Asset Management Portfolio – Q2 2026 Update

Selling continues to be the path of least resistance for the bond market. Open interest data from Treasury futures suggests Friday’s “short-covering” assessment may not be the only story. Reason being: open interest moved HIGHER (it would be much easier to conclude short-covering drove the move if open interest was lower). The counterpoint is that…

Gov. Greg Abbott is using uncharacteristically heavy-handed government intervention to question data center developers’ needs.  The construction pipeline in Texas will make it the world’s largest data center market, according to a new report from JLL. But opposition to data center development has become bipartisan, even among rural Texans. The governor’s latest directive halted all…

A wave of new apartments have pushed the number of vacancies up and given the advantage to tenants. Property managers are offering free months and have waived fees to fill their empty units. Last month, Zillow called it a moment. It was a rare stretch when a typical household could afford most of what was…

Housing starts outlook turns negative through 2027 as costs rise Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s New? Updated 7 hours ago

Record of the Financial Policy Committee meeting on 26 June 2026 Headline judgements and policy actions Overall summary Vulnerabilities in risky asset valuations, sovereign debt markets, and risky credit markets, including in private credit, previously highlighted by the Financial Policy Committee (FPC) remain, and some have become more pronounced since the December 2025 Financial Stability…

The latest recruiting push is focused on attracting so-called independent advisers, those who aren’t full-time employees of the bank but use its infrastructure. Those advisers have brought in $17 billion so far this year, on top of the $24 billion that new, full-time advisers have added. The hiring spree has helped offset the flood of…