Nicholas Vardy
The Global Guru: Three ‘Can’t Lose’ Investment Bubbles that Just Popped
One of my favorite quotations is from the German philosopher Arthur Schopenhauer, who said: All truth goes through three stages.
Betting on a U.S. Automotive Rebound
Last week was a rough one for global stock markets, with the Dow Jones down 2.14% and the S&P 500 dropping 2.11%. Global markets fared slightly better, with the MCSI Emerging Markets Index down only 0.56%. As a result of last week’s weakness, you were stopped out of FleetCor Technologies, Inc. (FLT) on Friday at […]
A Smooth-Flying Market Encounters Unexpected Turbulence
After a see-saw start to the week with markets plummeting on Monday and bouncing strongly yesterday, they ended the week pretty much where they started. The S&P 500 rose 0.38%, while the MCSI Emerging Markets Index fell 0.93%. Overall, your Alpha Investor Letter portfolio had a stronger week, with the Vanguard Global ex-U.S. Real Estate […]
The Global Guru: The ‘One Big Idea’ That Will Make You a Fortune in Technology
You already know that technology is probably the most dynamic sector in investing. But what you may not know is that we humans aren’t really wired to understand how fast that pace of change is.
Hold off on Buying this Volatile Bet on Asia’s Las Vegas
It was a strong week for U.S. markets with the Dow Jones up 2.06% and the S&P 500 rising 2.29%, hitting new record highs. Global markets as a whole continued to lag with the MCSI Emerging Markets Index up only 0.64%. The exception is, of course, Japan, where a bull run continues with ProShares Ultra […]
Booking 71.43% Option Gains on the Japanese Rally
The Bank of Japan’s quantitative easing has put a fire under Asia’s biggest stock market, as Japan’s Nikkei continues to soar. Your position in the ProShares Ultra MSCI Japan (EZJ) is now up 13.77% during the past month. Your option play on the Japanese market — the August 2013 $45 call options in WisdomTree Japan […]