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Nasdaq on the Rebound

Traders Magazine, June 2003

Kathryn M. Welling

Michael Belkin, the iconoclastic market strategist who publishes his eponymous Belkin Report for institutional investors from remote and blustery Bainbridge Island, Washington, doesn't really care much if he ruffles feathers. Or upsets comfortable, conventional thought patterns or portfolios. Mike Belkin sees this Fed-fueled rally driving Nasdaq up another 60 percent. The whole point of his business is helping his clients get positioned right to take advantage of big market moves. Since December that's meant telling skeptical institutions to get ready to party. Mike elaborated on his change of heart for me recently.

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