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About Nicholas
Based in London, Nicholas Vardy is a widely recognized expert on global investing, financial history, and trading psychology. A former global emerging markets portfolio manager for Janus Henderson, Mr. Vardy is currently portfolio manager at VFO asset management, a family office. He has been a regular commentator on CNN International and Fox Business Network. Mr. Vardy has been an invited speaker to Cambridge University's Judge Business School, the University of Chicago's Booth Graduate School of Business, NYU Stern Business School, and the Corvinus Business School in Budapest, Hungary. He is currently completing a forthcoming book: This Time It's Different': A History of Financial Manias.
Nicholas's Articles
In 1973, the Arab oil embargo changed global markets overnight. Oil prices quadrupled. And a handful of companies found themselves sitting on assets the world desperately needed. Fast forward to today and EOG Resources Inc. (EOG) looks like a big winner, writes Nicholas Vardy, editor of The Global Guru.
Nicholas Vardy
ENERGY
Tickers: EOG
The Dot Com Bust didn’t kill the Internet. It killed overvaluation. Fast-forward to today. AI doesn’t eliminate moats — it reshapes them. So, let’s talk about Salesforce Inc. (CRM) as a contrarian AI trade, writes Nicholas Vardy, editor of The Global Guru.
Nicholas Vardy
TECHNOLOGY
Tickers: CRM
Forget GPUs. The real Artificial Intelligence (AI) bottleneck is memory. DRAM, NAND, and high-bandwidth flash are the lifeblood of AI infrastructure — feeding data to silicon monsters like Nvidia Corp.’s (NVDA) H100s. Netlist Inc. (NLST) is one stock you can trade in the sector, says Nicholas Vardy, editor of Microcap Moonshots.
Nicholas Vardy
TECHNOLOGY
Tickers: NLST
Contrarians love to talk about buying when there’s blood in the streets. But the most profitable opportunities often emerge not when the world collapses, but when investors are simply exhausted. Here’s a five-part framework to capture that edge, writes Nicholas Vardy, editor of The Global Guru.
Nicholas Vardy
STOCKS
Nicholas's Videos
Nicholas Vardy maps out how the global landscape has shifted dramatically over the last five to ten years.
Nicholas Vardy
GLOBAL
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