Nicholas Vardy
The “Bottom Line” on Europe, Outsourcing and Global Innovation
Judging from the number of e-mails I received from you yesterday, the election of a socialist President in France received a lot of coverage in the United States. And many of you wanted to know my take on the impact of the elections from my own perch here in Europe. So, I thought I would […]
Pausing for Breath as Global Markets Correct
Last week was tough for global stock markets. For the week, the Dow slid 1.4%, and the S&P 500 dropped 2.4%. The MSCI Emerging Markets index dropped 2.24%. Nevertheless, there were a few winners in your Bull Market Alert portfolio. Monster Beverage Corp. (MNST) gained 1.85%, and Novo Nordisk A/S (NVO) rose 1.94%. Both last […]
A Leveraged Bet on MLPs
You already have a bet on the master limited partnership (MLP) sector through your holding in Vanguard Natural Resources (VNR), which pays a yield of 8.3%. This week’s Dividend Pro recommendation — ETRACS 2x Leveraged Long Alerian MLP Infrastructure Index ETN (MLPL) — offers you a bet on the same sector with an even higher […]
Global Markets Come Roaring Back
As I expected, global markets bounced strongly after last week’s pullback. The Dow Jones rose 2.14%, hitting a four-year high. The S&P 500 was up 2.47%. The MSCI Emerging Markets index also found its footing, matching the Dow’s rise of 2.14%. Almost all of your positions in your Alpha Investor Letter portfolio were up […]
Making Your Fortune from “The Next Economic Miracle”
I’ve just finished reading Ruchir Sharma’s “Break Out Nations: In Pursuit of the Next Economic Miracles.” As head of emerging markets and a portfolio manager at Morgan Stanley, Sharma spends a lot of time travelling to developing countries. Having had a similar job myself, I know it can be a lot of fun. One of […]
Booking 52.73% Gains — and My Top Pick in the 3D Printing Revolution
U.S. markets performed solidly last week, with the S&P 500 rising four straight days and advancing 1.8%. You booked a quick 50% gain last Wednesday in your Digital Realty Trust Inc. (DLR) call options in just eight days. Your June $48 call options in Dick’s Sporting Goods (DKS) also soared, and today I’m recommending that […]