Nicholas Vardy

Posted August 15, 2014

Even in the best of times, the Arab World is not a place you’d normally think of as a red-hot investment opportunity.

Posted August 01, 2014

When you buy a share of Facebook (FB), this stock carries U.S. dollar risk with it. You just don’t think about it because the U.S. government does not have a history of announcing an overnight currency devaluation — as governments elsewhere in the world have done in the past.

Posted July 25, 2014

The U.K.’s Sunday Times reported yesterday that Russian rebels on the ground were now claiming that it was a Ukrainian fighter that shot down the Malaysian airliner, which was already pre-loaded with dead bodies. The level of denial boggles the mind…

Posted July 22, 2014

’ve written before about how a boom in emerging market stocks is not a question of “if” but “when.” Catch a boom in an emerging market — India is a solid candidate for 2014 — and you can easily double or triple the returns you get from just sticking with mainstream U.S. stocks.

Posted July 03, 2014

Getting a new perspective on an old idea can be jarring. Take the example of a world map.

Posted June 27, 2014

Last week, an anonymous buyer, bidding by telephone at Sotheby’s on the Upper East Side in New York, paid a record $9.5 million for a British Guiana One-Cent Magenta postage stamp from 1856.

Posted June 20, 2014

With Brazil playing host both to the World Cup in 2014 and the Olympics in 2016, this Latin American giant’s coming-out party onto the world stage has the potential to be bigger than China’s was during the 2008 Beijing Olympics.

Posted June 12, 2014

For all the handwringing about why you should “sell in May and go away,” both U.S. global stock markets have had a very strong last six weeks.

Posted June 06, 2014

With the S&P 500 up only 4.91% so far this year, 2014 is turning out to be a snoozer for the U.S. stock market.

Posted May 29, 2014

For all its fans among those seeking enlightenment, not everyone has a high opinion of India.

Posted May 23, 2014

Back when Peter Lynch was the manager of the Fidelity Magellan mutual fund, he offered mom ‘n pop investors the folksy advice of “invest in what you know.”

Posted May 15, 2014

I have a confession to make. Like other market watchers, I’ve spent the last few years digesting the consequences of the financial meltdown of 2008.

Posted May 09, 2014

Last week’s news that China’s economy is set to overtake the U.S. economy in size by the end of this year was greeted with a collective yawn by the U.S. financial press. It’s easy to see why. China bulls have had a rough five years.

Posted May 02, 2014

Along with the “small-cap effect” — the basis of my recent $25,000 bet against Warren Buffett— the “sell in May and go away” market anomaly is one of the few that has stood the test of time.

Posted April 24, 2014

Almost a third of the way into the year, one thing is becoming clear: 2014 is not shaping up to be another monster year for the U.S. stock market.

Posted April 17, 2014

Just two months ago, investors were fleeing emerging markets amid fears about the “Fragile Five” — Turkey, Brazil, India, Indonesia and South Africa. Central banks scrambled to prop up shaky currencies after political and economic concerns led to investors abandoning these markets.

Posted April 10, 2014

I've just returned from a fascinating -- and sobering -- weekend in Estonia. If you're like most Americans, you may not know that Estonia is one of the three Baltic States that until 1991 were part of the Soviet Union.

Posted April 03, 2014

Russia is the market that investors love to hate. When asked about Russia, Charlie Munger, Warren Buffett's partner at Berkshire Hathaway (BRK-B), harrumphed: "We don't invest in kleptocracies."

Posted March 22, 2014

It takes a lot of chutzpah to bet against the greatest investor in history. But much to my own surprise, that's exactly the position I've found myself taking over the past few weeks. Here's how it happened...

Posted March 13, 2014

The idea of having an index-linked, mainstream market-beating strategy that does not rely on the brilliance of a Warren Buffett or a Carl Icahn -- all for the relatively low fees of an ETF -- has to be one the best deals in the world of investment.