Nicholas Vardy
The Global Guru: Why this is a Very Strange Market… and My “Hedge Portfolio”
It is strange time in global financial markets — stranger than most investors realize. On the one hand, the U.S. market is trading near record highs, with the S&P 500 hitting a new record last week. The Japanese stock market is soaring, thanks to “Abenomics” and the Bank of Japan’s historically unprecedented commitment to quantitative […]
Upping Your Bets on the Japanese Bull Market
Last week was not a great one for global stock markets, with the S&P 500 down 1.01% and the MCSI Emerging Markets Index tumbling 2.71%. Only six markets out of the 37 I track across the globe are in the positive column in April so far. Two of them, Japan and Vietnam, are represented in […]
A New S&P 500 Record — and Your New Holding in Silver Bay Realty Trust (SBY)
The big news of the week was that the S&P 500 broke out to new nominal highs, finally surpassing a nominal level it last reached in the year 2000. Yet, that masks a week where markets barely budged. The S&P 500 was up a mere 0.41%, while the MCSI Emerging Markets Index actually ended the […]
The Global Guru: Did You Miss the Three Top-Performing Stock Markets of 2013?
With all of the focus on the U.S. markets’ refreshingly strong performance in Q1 2013, it’s hard to focus on opportunities in far away, exotic stock markets. And it’s not like most global stock markets have been terrific performers of late. I monitor 36 stock markets on a daily basis for my clients at Global […]
Profiting from Obamacare
Last week was a quiet, holiday-shortened trading week, despite the S&P 500 breaking out to a new record high on Thursday. The Dow Jones was up 0.46%, S&P 500 rose 0.79% and the MCSI Emerging Markets Index jumped 1.93%. Due to the negative news from the Cyprus banking crisis, you were stopped out of Spanish […]
The Global Guru: My Visit to Dubai: The Gem of the Middle East
If you’re like most Americans, the Middle East is not a place you normally think of as a red-hot investment opportunity. In fact, there are just two exchange-traded funds (ETFs) that offer U.S. investors direct exposure to this region of the world: the WisdomTree Middle East Dividend Fund (GULF) and the Market Vectors Gulf States […]