Nicholas Vardy
The Bull Continues to Run
Last week was broadly flat for global stock markets. The Dow Jones was up 0.57%, S&P 500 rose 0.76% and NASDAQ jumped 1.12%. In contrast, the MCSI Emerging Markets Index rose 1.46%. The big gainers in your Alpha Investor Letter portfolio included Skyworks Solutions Inc. (SWKS), up 2.46%; Union Pacific Corporation (UNP), rising 2.37%; and […]
Why This Wounded Bear Could Become a Bucking Bull
Russia is a mess. Plunging oil prices, a ruptured ruble, years of a corrosive “kleptocracy,” Western economic sanctions and an unprecedented flight of capital have teamed up to wrestle the Russian bear to its back in 2014. No wonder President Putin’s bellicose blustering and military muscle flexing in East Ukraine via the annexation of Crimea […]
Back into Emerging Markets… and India
Last week was another solid one for global stock markets, with the Dow Jones up 0.99%, S&P 500 rising 1.16% and the NASDAQ eking out a 0.52% gain. The MCSI Emerging Markets Index had an uncharacteristically strong week, jumping 2.41%. Big gainers in your Bull Market Alert portfolio included The Bank of Ireland (IRE), which […]
A Bullish Outlook for the Remainder of the Year
Last week was broadly flat for global stock markets. The Dow Jones was up 0.53%, S&P 500 rose 0.67% and NASDAQ jumped 1.37%. In contrast, the MCSI Emerging Markets Index dipped 0.17%. The one big gainer in your Alpha Investor Letter portfolio was Skyworks Solutions Inc. (SWKS), up 5.07%. All other gainers rose by less […]
Why the Nasdaq Stock Index is Nearing Dotcom-Era Highs
Back in the 1990s, the technology-dominated Nasdaq was best known for minting millionaires. Today, the Nasdaq is the red-headed stepchild of the U.S. stock market.
After all, the S&P has hit almost 40 new record highs in 2014. The venerable Dow Jones index has notched more than 20 new highs this year. Meanwhile, after almost 15 years, Nasdaq has yet to regain its highs.
Let’s recall some history…
Book 112% Gains in Recent Pick and Bet on a Boomer Megatrend
Global stock markets had a quiet week, with the Dow Jones up 0.35%, S&P 500 rising 0.39% and NASDAQ jumping 1.21%. The MCSI Emerging Markets Index had its first positive week in a long time by rising 0.53%. Big gainers in your Bull Market Alert portfolio included Priceline.com (PCLN), which jumped 7.16% in its opening […]