Nicholas Vardy's The Global Guru

Home
Podcast
Notes
The Bubble Blog
Microcap Moonshots
Archive
About
Week #39: Mr. Market, the Drunken Psycho ; "King Dollar”; Whither the Small Cap Effect?;Niall Ferguson on Cold War 2; “Mammas Don't Let Your…
Today at a Glance: One Quote: Mr. Market, the Drunken Psycho One Currency: ‘King Dollar” 💵 One Asset Class: Whither the Small Cap Effect? One…
 • 
Nick Vardy-The Global Guru
Week #38: Japan's Nikkei Breaks Out; Ace Your Investments; “As Comical as GameStop”
Defying Death: Tudor-Jones Tackles Druckenmiller
Deserts, Dollars, and Delusions: The Collapse of Kuwait's Souk Al-Manakh Bubble
The Souk Al-Manakh bubble occurred during a formative period in Kuwait's history. The nation had gone from a regional backwater to a wealthy oil power…
Published on The Bubble Blog • 
From Playtime to Paytime: The Soaring Saga of Beanie Baby Speculation
In the late 1990s, a peculiar craze swept across America. Overnight, Beanie Babies went from a plush children's toy to a full-blown national obsession…
Published on The Bubble Blog • 
Week #37: Druckenmiller on the Future; Big Short 2.0; Media Doom and Gloom
The 25 Worst Stocks in History; One Fake Genius
 • 
Nick Vardy-The Global Guru
Most Popular
View all
Why Tesla is the Next Cisco
 • Nick Vardy-The Global Guru
1
Investing Illusions: The Mirage of Market Predictions
 • Nick Vardy-The Global Guru
Six Strategies That Beat the Market for more than 200 Years
 • Nick Vardy-The Global Guru
NVidia: “What were you thinking?”; Be a Rich Snitch; Go for Gold
 • Nick Vardy-The Global Guru
New
Top
Community
What I’m Trading #1- Turkey's Tantalizing Turnaround
Turkey has long tantalized investors with its young, growing population. Back when I covered Turkey as an emerging markets fund manager, I always came…
 • 
Nick Vardy-The Global Guru
Week #36: The Power of 20 Punches; China’s Road of Ruin; "The Mississippi of the North"
Immigrants and Unicorns; Ethnic America
 • 
Nick Vardy-The Global Guru
1
From Tee to Tragedy: The Meteoric Rise and Fall of Japan's Golf Empire
During Japan's "bubble economy" era, golf courses sprouted like mushrooms after a rainstorm. These emerald pastures became the hub of Japanese business…
Published on The Bubble Blog • 
Week #35: The World’s Richest Janitor; Japan’s Bullish Narrative; Top 50 Most Valuable Companies on the World
Dumber than Tulip Bulbs? The Father of Miami Beach
 • 
Nick Vardy-The Global Guru
The ‘Go-Go’ 60s: A Decade of Big Bets and Bad Advice
The 1960s were a time of high hopes and hype on Wall Street. New technologies like electronics and computing fired investors’ imaginations. The…
Published on The Bubble Blog • 
A.I.'s Investment Illusion: The Mirage of Market Mastery
A University of Chicago economist told us as much 102 years ago.
 • 
Nick Vardy-The Global Guru
Coral Gables: The Florida Fantasy That Fulfilled Merrick's Magnificent Dream
[Merrick’s] dream was to build a city beautiful without blood or blemish, without ugliness or dirt a city of majestic size but perfect harmony the city…
Published on The Bubble Blog • 
Republic of Casino: A Tale of Greed, Gambles, and Collapse in Taiwan
(Note: This is an excerpt from my upcoming book on the History of Financial Booms and Busts) The speculative stock market frenzy that engulfed Taiwan in…
Published on The Bubble Blog • 
WeWork's Titanic Tumble: More Distressed Than a Hipster's Jeans
Oh, WeWork, how the mighty have fallen Remember when We Work Was the shining star of the startup world, the glittering emblem of the new era of work…
 • 
Nick Vardy-The Global Guru
Nicholas Vardy's The Global Guru
Nicholas Vardy's The Global Guru
Stanford and Harvard Law School grad, former $1 billion money manager calling out Wall Street's bullsh*t. Strong opinions, loosely held.
Recommendations
View all 8
Daily Chartbook
Daily Chartbook
Daily Chartbook
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
The Intellectual Investor
The Intellectual Investor
Vitaliy Katsenelson
T
The Bubble Blog
Nick Vardy-The Global Guru
Compounding Quality
Compounding Quality
Compounding Quality
All
Twitter
Facebook

Nicholas Vardy's The Global Guru

AboutArchiveRecommendationsSitemap
© 2023 Nicholas Vardy
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing