Friday, January 19, 2007

Are US markets in a dead-end?



If we look to the last 5 years pattern, we prefer the Dow picture, than the Nasdaq.

Simple arithmetic’s:
  • Nasdaq: +100% return, from 2002.
  • Dow: +50% return, from 2002.

The bulls are definitely in the traditional stocks, and the dogs are biting the tech sector. And this thought is much clearer if you compare the tech stocks return with some emerging markets return, like Russia stocks, China stocks and India stocks, for the last 3 to 5 years.

Are US investors putting their money outside US?

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