Nicholas Vardy
Why Becoming a Government Bureaucrat Beats Going To Harvard Business School
Last week’s Global Guru on “Why the public sector bubble has to pop” really hit a nerve. I received emails from readers who were indignant, claiming that public sector workers don’t make as much I wrote… Others argued that public sector workers “deserve” their pensions because they worked hard all their lives and raised families… […]
A Bullish Bias — and Piling into Our Watchlist Picks
Last week marked the beginning of a big bounce in global stock markets. The Dow Jones Industrial Average was up 2.95%, the S&P 500 rose 3.94%, and the NASDAQ shot up 4.06%. The MSCI Emerging Markets Index outperformed all of the U.S indices by soaring 5.50%. The performance of your Alpha Investor Letter portfolio […]
Triple-Digit Gainer Lucky #13 for 2012!
Well, it didn’t take long for your profits in your November $30 call options in 3D Systems Corp. (DDD) to hit triple-digit levels. So I am recommending you take your 106.25% profits by selling your remaining options in 3D Systems Corp. here. This marks your 13th triple-digit winner in 2012 — and we’ve […]
My #1 Pick to Profit from the Real Estate Bounce
Global stocks staged a big rally Friday after European leaders cajoled Germany into participating in a bailout plan that could see money injected directly into European banks. For the week, the S&P 500 climbed 2% and the Dow jumped 1.9%. The NASDAQ lagged with a 1.5% gain, while the MSCI Emerging Markets Index led […]
A 14.34% Yield + Powerful Uptrend = Big Winner
Last week was a solid one for your Dividend Pro portfolio, with your mortgage real estate investment trust (REIT) positions stabilizing after the Fed’s extension of “Operation Twist.” As a result, all of these positions — Two Harbors Investment Corp. (TWO), American Capital Agency Corp. (AGNC), and the iShares FTSE NAREIT Mortgage REIT (REM) […]
Markets Stumbling Along… Rally Ahead?
Overall, it was a negative week in global stock markets. The Dow Jones was down 2.36%, the S&P 500 fell back 2.80% and the NASDAQ dropped 2.58%. Global markets fared even worse with the MSCI Emerging Markets Index (MCSI) tumbling 5.77%. Your Alpha Investor Letter portfolio held up reasonably well, with the iShares JPMorgan […]