Forbes contributor - Kenneth Kim, PhD

The author is a Forbes contributor. The opinions expressed are those of the writer.

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I am the Chief Economist and Chief Financial Strategist for EQIS, a Turnkey Asset Management Platform in the San Francisco Bay Area. I’ve been a finance professor for over 20 years. I am a #1 best-selling author of Mutual Funds Exposed, 2nd edition. I have authored many academic papers on different aspects of finance. I’ve also worked as a Senior Financial Economist at the U.S. Securities & Exchange Commission in Washington D.C., and for the CFA Institute, the Securities Litigation Consulting Group, and the Kuala Lumpur Stock Exchange. I’ve been quoted in, or my research has been cited in, the The Wall Street Journal, Barron’s, Forbes, USA Today, The Financial Times, BusinessWeek, NewsWeek, The New York Times, The Washington Post, and The Boston Globe. I live in China part-time, and so I know it from first-hand experience.


 

November 1, 2017
Two Ways Actively Managed Funds Pay Off
Reports on the death of actively managed funds may be greatly exaggerated. More...

 

August 8, 2017
Is It Time To Invest In A Tactical Investment Portfolio?
The stock markets are at all-time highs. Maybe it's time to exercise caution? But how? More...

 

August 5, 2017
Does Religion Matter In Corporate America?
Does religion matter in Corporate America? You might be surprised. More...

 

July 25, 2017
Chinese People Still Love The United States
Chinese people still love the United States. Well, more specifically, wealthy Chinese people love the United States. More...

 

June 2, 2017
Income Portfolios: The Good, The Bad And The Ugly
Do you know the difference between income portfolios and growth portfolios? Do you know the difference between receiving income and receiving distributions from your investments? More...

 

May 25, 2017
4 Reasons Why Moody’s Is Wrong About China
Recently, Moody’s downgraded China from Aa3 to A1. They cited several rationales for the downgrade. Moody’s is wrong for the following reasons. More...

 

February 14, 2017
Why Markets Should Stay Calm Amid Keystone & Dakota Pipeline Completion (Even As Oil Price Drops)
U.S. President Donald Trump recently signed orders to revive the Dakota Access and Keystone XL oil pipelines. This will eventually lead to a decline in oil prices, but it shouldn't cause the stock markets to fall. More...

 

February 4, 2017
Study Finds CEOs May Be Shaped By Daughters
Do we men who have daughters behave differently from men who do not have daughters? More...

 

December 11, 2016
What Investors Can Expect From President Trump
Many of us were worried that the markets were going to crash if Trump won the election on November 8. He did win (surprise), but the markets didn’t crash (another surprise). But going forward, what can investors expect from President Trump? More..

 

November 9, 2016
Comparing Mutual Funds To ETFs And SMAs
Should you invest in mutual funds, exchange traded funds (ETFs), or separately managed accounts (SMAs)? I have identified six investment criteria that I think you should consider. For each of the six criteria, I identify a winner. More...

 

October 26, 2016
King Bhumibol of Thailand And Business Sustainability
Recently, and sadly, Thailand’s King Bhumibol Adulyadej passed away. Perhaps his Sufficiency Economy Philosophy will be one of the many lasting lessons and legacies that the King will leave behind. More...

 

September 24, 2016
How Much Do Mutual Funds Really Cost?
Mutual funds have many different kinds of costs, many of which are unapparent to the untrained investor. Naturally, these costs can eat away at returns. So, what are these costs? And, how large are they? More...

 

July 30, 2016
President Trump May Be Bad For Markets
A lot of people seem to think that if Donald Trump becomes the next U.S. President, then it will be good for our stock markets. After all, he is a successful business man. And we also tend to think that Republicans are the party of business. However, Trump may actually be bad for markets. Here's why...

 

June 11, 2016
Could Mutual Fund Sneakiness Be Costing You 4% Per Year?
Because many mutual funds engage in a variety of sneaky behaviors, I estimate an average cost to their investors of 3.93% per year. More...

 

May 10, 2016
Fixing China: Two Steps That Solve The Problem
We know that China’s economy is slowing down. Some think the slowdown will have serious global ramifications. Here are 2 simple fixes. More...

 

April 25, 2016
3 Reasons To Not Worry About Fantasy Earnings
Should you worry about fantasy profits? A former S.E.C. senior economist and finance professor says "no." More...

 

March 26, 2016
How To Make Homemade Dividends To Reduce Your Taxes
Need income during your retirement? Don’t fall into the trap of chasing dividends. Here’s a recipe for “homemade” dividends that just may save some taxes. More...

 

February  25, 2016
Is Saudi Arabia Shooting Itself In The Foot?
Why is Saudi Arabia signalling that it is willing to let the price of oil drift down to a rate that makes oil production unprofitable for even some members of OPEC? Is this a bold strategic move, or a classic blunder? More...

 

February 5, 2016
Do Super Bowl Ads Affect Stock Prices?
Super Bowl ads are often (but not always) highly entertaining. They are, however, always expensive. Is it worth the expense? Can a great Super Bowl ad affect the stock price? Dr. Kenneth A. Kim has studied this phenomenon for years, and reveals some answers. More...

 

January 18, 2016
What’s Going On With China’s Stock Markets And Economy?
Much credit for the historic, some say hysteric, early 2016 drop in US stock market valuations has been given to concerns about what is going on in China. Here is an insider's view that shines a light on the issues and makes reality much easier to see. More...

 

January 14, 2016
What Investors Can Do When Markets Are Volatile
When markets are volatile, as they currently are, investors naturally get nervous. Here are some things to think about whether you have a long or short time horizon. More...

 

December 12, 2015
Investing in China? 8 Things That’ll Cause You Misery
Interested in investing in the growing Chinese stock market? Wait until you read this, because while it might be poised for explosive growth...it might not be quite what you bargained for. More...

 

December 5, 2015
4 Reasons to Dislike ETFs
It seems that ETFs are all the rage these days because they trade like stocks, they have low costs, and, well, they’re not mutual funds. But is this enough value to warrant all that love? Hardly. More...

 

November 14, 2015
What’s Driving China’s New Two-Child Policy?
What's behind China's recent policy change that allows two children per family? And was it purely coincidence that it is happening at the same time as China's economic slowdown? Probably not. More...

 

November 7, 2015
What the Trans-Pacific Partnership Means For Investing In Vietnam
The massive trade deal known as TPP, or Trans-Pacific Partnership, will affect trade among all signatories to the deal. Especially Vietnam. More...

 

October 31, 2015
Should You Invest In Firms Led by Women?
Some recent investment funds have developed portfolios of companies where women play a significant leadership role. Is this a gimmick, or is there some potential here? More...

 

October 22, 2015
Why Oprah Is Weight Watchers’ Gain
When Oprah Winfrey joined the Board of Directors of Weight Watchers, the stock price jumped. But will it last? More...

 

October 21, 2015
Dear Hillary Clinton: Stock Buy-Backs Are Good For America
Hillary Clinton criticizes stock buy-backs, but stock buy-backs are good for the economy as a whole. More...

 

October 18, 2015
Value and Small Cap Investing No Longer Works
Since 2008, the Fama-French factors and the momentum factor have not generated positive alpha. More...

 

October 12, 2015
What Should Investors Do About Oil?
People are asking the wrong questions when they wonder what oil prices should be and will be. The correct question is what oil prices are going to do? The answer is that they will rise, and then fall, and then rise, and then fall, etc. More...

 

October 1, 2015
Chinese Stock Markets Do Not Matter
Recently, the world was fixated on China’s stock market crash. I watched with both amusement and frustration. The truth is, the Chinese stock markets do not matter. Here’s why. First, Chinese citizens do not rely on stock investing for their retirement (they mostly rely on their children). Second, Chinese firms do not...