Nicholas Vardy
Are Stock Markets Returning to ‘Normal’?
It was another solid week for U.S. markets, as the Dow Jones rose 1.55% and the S&P 500 ended the week 1.04% higher. Global markets took somewhat of a backseat to the United States, with the MCSI Emerging Markets Index up only 0.50%. The biggest gainers in your Alpha Investor Letter portfolio included iShares MSCI […]
The Global Guru: Why Europe is Where the Money is in 2013
Europe has gotten a lot of bad press lately. Only a year ago, the London Financial Times fretted that the euro had just a few weeks to live. Fast forward 12 months, and the picture is very different.
Profit from the Timber Boom
Last week, U.S. markets ended the week slightly in the black, with the S&P 500 up 0.38% and the Dow Jones Industrial Average rising 0.40%. In contrast, the MCSI Emerging Markets Index pulled back from its recent bull run, ending the week down 1.16%. The biggest gainer in your portfolio was Bank of Ireland (IRE) […]
A Bet on High Yield Junk Bonds — “Global Style”
With both the S&P 500 and the Dow Jones down a hairsbreadth last week, it was essentially a flat week for the stock market. Not so for your DividendPro portfolio where all but two of your positions rose, including Rentech Nitrogen Partners, L.P. (RNF), which soared 14%. Many of your other positions are now also […]
The Global Guru: Why I Expect Global Stock Markets to Soar in 2013
Global stock markets are the ultimate “risk on” asset. When the U.S. stock market does well, global markets tend to do even better.
Is this the Next “Chinese Google”?
Last week was the strongest one in many months for U.S. markets. The Dow Jones Industrial Average jumped 3.84% and the S&P 500 soared 4.57% in a massive relief rally after Congress’ last-minute shenanigans avoided the fiscal cliff. Global markets also continued their recent run, with the MSCI Emerging Markets Index (EEM) rising 2.95%. It’s […]