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Nicholas Vardy

Markets Mixed and Waiting for the Rebound

It was a mixed week for global stock markets. The major U.S. markets were broadly flat, with the Dow Jones up 0.12% and S&P 500 down 0.48%. In contrast, the tech-heavy Nasdaq tumbled 2.83%, while the MCSI Emerging Markets Index soared 4.52%. It has been a very long time since I have seen such a […]

A Mixed Week and an Update on My Bet against Buffett

It was a mixed week for both U.S. and global stock markets. Both the Dow Jones and S&P 500 ended the week close to where they started (up 0.19% and down 0.35%, respectively). The tech-heavy NASDAQ fared worse, tumbling 2.29%. With Russia’s takeover of Crimea fading from the news, the MCSI Emerging Markets Index recovered […]

How You Can Use These Two Strategies to Outperform the Oracle of Omaha

I believe that, because of its size, Berkshire has morphed into a surrogate for the S&P 500. If you invest in Berkshire, you can expect to generate S&P 500-like returns.

A Pure Play on Transporting Liquid Natural Gas

Notwithstanding the negative headlines coming out of Russia, last week was a strong one for U.S. stock markets, with the Dow Jones up 1.48% and the S&P 500 rising 1.38%. Perhaps unsurprisingly, global markets fared much worse with the MCSI Emerging Markets Index down 1.51%. But last week’s contrarian bet on Russia is already paying […]

Markets Steady in the Face of Putin’s Shenanigans

Overall, U.S. stock markets had a flat week, with the Dow Jones down 0.09%, the S&P 500 up 0.25% and the NASDAQ eking out a 0.61% gain. For all of the uncertainty generated by Russia’s takeover of Crimea, the MCSI Emerging Markets Index actually rose 1.55%. Big gainers in the Alpha Investor Letter portfolio included […]