The Global Guru

The Global Guru

Home
Podcast
Notes
Chat
Global Guru Premium
Global Guru Portfolio
Microcap Moonshots
The Bubble Blog
Mental Models
Archive
About
Spain’s Silent Surge: The Stealth Bull Market of 2025
Western Europe's Fastest Growing Economy is Crushing US Tech
Jun 23
4

Share this post

The Global Guru
The Global Guru
Spain’s Silent Surge: The Stealth Bull Market of 2025
The Dark Lady of Osaka: A Symbol of the Japanese Stock Market Bubble
Before she borrowed billions and brought down banks, Nui Onoue was just a waitress in Osaka who claimed to speak with ghosts.
Published on The Bubble Blog • Jun 20
Politics and Portfolios: The $1.9 Million Mistake Investors Keep Making
Let me tell you a secret most investors won’t admit—even to themselves.
Jun 18
4

Share this post

The Global Guru
The Global Guru
Politics and Portfolios: The $1.9 Million Mistake Investors Keep Making
An Under-the-radar Trailblazer
Engineering breakthroughs for some of the world’s most brutal genetic disorders.
Jun 18
1

Share this post

The Global Guru
The Global Guru
An Under-the-radar Trailblazer
Apple Stock Buybacks: Smart Strategy or Cisco-Style Slip?
"History doesn't repeat itself, but it often rhymes."
Jun 16
4

Share this post

The Global Guru
The Global Guru
Apple Stock Buybacks: Smart Strategy or Cisco-Style Slip?
The Roaring Twenties: How a Single Decade Re-Engineered the American Century
A decade of abrupt transition and technology for the masses
Jun 14
6

Share this post

The Global Guru
The Global Guru
The Roaring Twenties: How a Single Decade Re-Engineered the American Century
The Roaring Twenties: How a Single Decade Re-Engineered the American Century
A decade of abrupt transition and technology for the masses
Published on The Bubble Blog • Jun 14
How to Front-Run the Next Bitcoin Boom—Without Ever Owning Bitcoin
Welcome to the Bitcoin Treasury Boom.
Jun 12
7

Share this post

The Global Guru
The Global Guru
How to Front-Run the Next Bitcoin Boom—Without Ever Owning Bitcoin
Cathie Wood ARKK Performance: Visionary Strategy or Wall Street Wreck?
Cathie Wood has become the Joan of Arc of disruptive innovation investing.
Jun 9
7

Share this post

The Global Guru
The Global Guru
Cathie Wood ARKK Performance: Visionary Strategy or Wall Street Wreck?
Before Nvidia, There Was NTT: The Original Tech Hype Train That Derailed
Long before Nvidia became the poster child of AI euphoria… there was NTT.
Published on The Bubble Blog • Jun 6
Buffett’s $232 Million Bet That Turned Into $15 Billion
I’ve recently written about Warren Buffett and his sale of Costco (COST)- and how it lost him $1.3 billion in foregone profits.
Jun 5
5

Share this post

The Global Guru
The Global Guru
Buffett’s $232 Million Bet That Turned Into $15 Billion
A Global Medical Powerhouse Hiding in Plain Sight
Wall Street’s Asleep.
Jun 4
2

Share this post

The Global Guru
The Global Guru
A Global Medical Powerhouse Hiding in Plain Sight
© 2025 Nicholas Vardy
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share