The Global Guru

The Global Guru

Home
Podcast
Notes
Global Guru Premium
Global Guru Portfolio
Microcap Moonshots
The Bubble Blog
Mental Models
Archive
About
The Psychology of a $318 Billion Hold: What Buffett’s Waiting For
The World’s Richest Investor Is Doing… Absolutely Nothing
Apr 25, 2025
The Whole Dragon: Why China’s Export Juggernaut Isn’t Going Anywhere—Even with 100% Tariffs
The Myth of the Melting Export Machine
Apr 9, 2025
Ex-China Rare Earths: 5 Stocks That Could Go Vertical
How to Play the New Cold War Commodity Squeeze
Oct 22, 2025
The $150 Billion Clue: How Sector Rotation Reveals Wall Street’s Next Big Bet
Here’s a fact that may surprise you:
Jan 7
The Coming Copper Crisis: Why Smart Investors Are Buying Now
In every era, there’s one commodity that quietly dictates the balance of economic power.
Dec 3, 2025
Memory Is the New Oil: Why Storage Is the Ultimate AI Bottleneck
By now, you’ve heard the trillion-dollar AI story.
Jan 29
The Quiet Tax Change That Could Reshape the Stock Market
For once, Washington passed a law that actually changes investor math.
Jan 16
Week #46 Essence of Peter Lynch; Why I Buy Bombed Out Stocks; "China Miracle" RIP
The Rule of 72; Testing My Predictions for 2021
Nov 14, 2023
Week #1 Geniuses Risking it All; Is PayPal the Next Meta?; Biotech’s New Dawn
Bet on Big Red; Japan as # 1
Jan 9, 2024
The Most Boring Strategy That Beats Almost Everything
Here’s an investing confession that will annoy a lot of very smart people:
Jan 15
# 25 Calm Before the Storm?; Tech Giants' $208 Billion Buyback Boom; New Emerging Market King;
China Cheats; Global Guru Premium Pick
Jun 26, 2024
How to Think About SpaceX Before the IPO Hype Peaks
Extraordinary company. Extraordinary story. Potentially ordinary returns—if you get the timing wrong
Jan 27
© 2026 Nicholas Vardy · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture