Nicholas Vardy
Global Bull Plays Russian Roulette
Global stock markets pulled back slightly in the second half of last week, and Asian markets are trading lower in this morning’s trading. Most of your Global Bull Market Alert picks are now oversold on a short-term basis, making it a good time to enter or to add to your positions. Although I hope that September will end strongly with the help of a bit of "window dressing" by portfolio managers to boost their end-of-quarter numbers, a few days of weakness in the markets does not change my fundamental investment thesis: that global stock markets are set for a strong Q4.
Global Stock Investor Hotline 26
With your three new picks in this month’s Global Stock Investor, SPDR S&P Emerging Markets Small Cap (EWX), the SPDR Dow Jones Intl Real Estate (RWX) and the Market Vectors Russia ETF (RSX), my bullish bias on global markets has been laid bare.
The Global Bull Bets on Brazil
Global markets continued to power ahead last week, with a barely noticeable mid-week correction. Instead of the sharp pullback I expected in September, every market hiccup seems to be an opportunity to add to you positions. Your existing Global Bull Market Alert portfolio now boasts six double-digit percentage gains. That said, "never confuse brains with a bull market" and be sure to stick to your stops.
Throwing in the Towel on the September Pullback
Global markets continue to power ahead this week, leaving them at their highest levels in nearly a year. Investors are scrambling back into the markets earlier and quicker than I anticipated.
A “Natural” Bet on Energy
Global markets had a strong week, rallying five straight days and leaving the market at its highest levels in nearly a year. The market’s strength has thus far confounded my expectations for a weak start to September. The good news is that this surprising strength also increases my conviction about the robustness of the coming Q4 rally. Most institutional investors have been left on the sidelines on this low-volume summer rally. And they don’t want to make that mistake again.
Global Stock Investor Hotline 25
If a correction in global markets is coming in September, it didn’t start the day after Labor Day, as investors came back from their vacations ready and willing to add to their riskier positions. As a result, your Global Stock Investor portfolio had one of its best weeks of the summer.