Nicholas Vardy is currently editor of the monthly investment newsletter, The Alpha Investor Letter, which provides longer-term global investments. He also writes two weekly trading services, Triple Digit Trader and Bull Market Alert, which focus on making short-term profits in the hottest markets in the world. A former mutual fund money manager, he is also chief investment officer of Global Guru Capital LLC, where he manages separate accounts for high net worth individuals. A graduate of Stanford University and the Harvard University Law School, he has a unique background that has proven his knack for making money in different markets around the world. He also is a chartered financial analyst.
When Nicholas Vardy, The Global Guru, asks you to write a guest column, one of the first things that comes to mind is Europe. Why Europe? Well, thats where he spends much of his time hobnobbing with Londons financial elite and, from a money-flow standpoint, Europe is where the real action is taking place right now.
So far, 2015 has not been kind to U.S. large-cap stock bull market optimists.
Technology is back.
The world lost one of the most prominent, controversial and arguably most effective political leaders of the last 60 years, Singapores founding Prime Minister Lee Kuan Yew. He passed away peacefully on March 23 at the Singapore General Hospital at the age of 91.
It was just over a month ago that I appeared on the Fox Business Network and recommended that U.S. investors put their money to work in Europe.
To most investors, hedge funds are the glamor boys of the investment world. Say the word hedge fund and you picture big gains, big yachts and big egos. Sometimes that reverence is warranted. Sometimes it is not.
Theres no point in putting lipstick on a pig: March 2014 was a lousy time to bet on U.S. small caps.
When it comes to stocks, big is sometimes little and little is sometimes big.
Yale University Professor and Nobel Laureate Robert Shiller was back in the news last week, warning that the U.S. stock market is bordering on bubble territory.
If youre reading this, youre on the Internet but are you on the Internet of Everything? If you think this sounds like another buzzword that tech-savvy Silicon Valley-types throw around to sound sophisticated well, youre right.
Europe is back in the headlines and not for any good reason. And thats nothing new.
George Soros, the world-famous currency speculator who broke the Bank of England in 1992, calls investing in currencies an existential choice. No wonder most folks have a hard time getting their heads around the $5-trillion-a-day world of currency trading.
The global market horses are off to the 2015 races, and leading the pack through the first two-plus weeks of the year is India.
It hasnt been easy being an income investor over the past few years. The Feds zero interest rate policy (ZIRP) has punished savers with its low interest rates since 2009.
You know that old karmic saying, What goes around comes around?
I recently opened and funded a 529 College Savings Plan for my six-month old son. Suddenly, I realized I had a case study of an ideal investment advisory client
With that kind of record of outperformance, dumping a mainstream, S&P 500 Index fund in favor of a portfolio of Dividend Aristocrats is a no brainer for both my subscribers and my clients.
When it comes to clichd wisdom, Wall Street is full of it. Investment maxims such as buy low, sell high and dont fight the tape are all too common. Yet perhaps the most pedestrian of proverbs is that the trend is your friend.
John Bogle has been a thorn in the side of active stock pickers ever since the 1970s. As an evangelist of index fund investing, Bogle has been preaching for decades that on average, stock pickers cant outperform the market over the long term.
Russia is a mess. Plunging oil prices, a ruptured ruble, years of a corrosive kleptocracy, Western economic sanctions and an unprecedented flight of capital have teamed up to wrestle the Russian bear to its back in 2014.