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Nicolas A. Vardy is the London-based International Economics Correspondent for Human Events.
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  • My $25,000 Bet against Buffett, One Year Later

    It was exactly a year ago today that I bet investment manager David Rolfe that U.S. small caps would beat Berkshire Hathaway stock over the next 10 years.

  • In 2015, Little Is the New Big

    When it comes to stocks, “big” is sometimes little — and “little” is sometimes big. Here I’m referring here to the recent performance of small-cap stocks versus large-cap stocks. Small caps include stocks with a market capitalization of between $300 | Read More »

  • Why I Expect Global Value Stocks to Beat the S&P 500 in 2015

    Yale University Professor and Nobel Laureate Robert Shiller was back in the news last week, warning that the U.S. stock market is bordering on bubble territory. Trading at a cyclically adjusted price-to-earnings (CAPE) ratio of 27.8 compared to a long-term | Read More »

  • Investing in the ‘Internet of Everything’

    If you’re reading this, you’re on the Internet — but are you on the “Internet of Everything?” If you think this sounds like another buzzword that tech-savvy Silicon Valley-types throw around to sound sophisticated… well, you’re right. That said, the | Read More »

  • Make a Mint on Europe’s New Bull Market

    Europe is back in the headlines — and not for any good reason. And that’s nothing new. I recall a day in the fall of 2011 when the fate of the U.S. market’s open was held hostage by a vote | Read More »

  • Big Moves in the ‘Big Mac’ Index for 2015

    George Soros, the world-famous currency speculator “who broke the Bank of England” in 1992, calls investing in currencies “an existential choice.” It’s therefore not surprising that most folks have trouble grasping the immense world of currency trading. Nevertheless, the second | Read More »

  • India’s Curious Conservative Consensus

    Of the 46 global markets I track each day, India has shot out in front of the pack.

  • How to Profit from the Income Investing Panic of 2015

    It hasn’t been easy being an income investor over the past few years. The Fed’s zero interest rate policy (ZIRP) has punished savers with its low interest rates since 2009. Many retirees who depend on their accumulated savings have grown | Read More »

  • The 2014 Global Market Merry-Go-Round

    In the world of global stock investing in 2014, it was the U.S. market that attracted the attention of stock market bulls, alongside a handful of markets in Asia and the Middle East.

  • ‘The Myth of America’s Decline’ Revisited

    Few ideas challenge conventional wisdom more than one that questions the pervasive notion that America has seen its best days.

  • How U.S. Small Caps Will Pay for My Son’s College Education

    I recently opened and funded a 529 College Savings Plan for my six-month old son. Suddenly, I realized I had a case study of an ideal investment advisory client: someone with a long-term investment horizon who doesn’t need to access | Read More »

  • For Discerning Investment Returns, Look to the S&P 500’s Aristocrats

    Launched in 2005, Standard & Poor’s developed this index as a way to mimic an investment strategy that some sophisticated dividend investors had been employing successfully for decades.

  • The Trend is Your Friend, Once Again

    For U.S. stock market investors, the long-term bull market trend launched in 2009 has certainly been friendly.

  • Why You Should Dump Your S&P 500 Index Fund

    As well as S&P 500 index funds have done in in the past 40 years, one group of funds has done even better.

  • Why This Wounded Bear Could Become a Bucking Bull

    Russia is a mess. Plunging oil prices, a ruptured ruble, years of a corrosive “kleptocracy,” Western economic sanctions and an unprecedented flight of capital have teamed up to wrestle the Russian bear to its back in 2014. No wonder President | Read More »

  • Why the Nasdaq is Back

    Back in the 1990s, the technology-dominated Nasdaq was best known for minting millionaires. Today, the Nasdaq is the red-headed stepchild of the U.S. stock market. After all, the S&P 500 has hit almost 40 new record highs in 2014. The | Read More »

  • Why the ‘Barbarous Relic’ Should NOT Be in Your Portfolio

    The economist John Maynard Keynes once famously dismissed gold as a “barbarous relic.” Keynes was actually referring to the gold standard. But his inflammatory description reflected his heartfelt sentiment about gold. Nevertheless, gold has maintained its unique status as both | Read More »

  • The Japanese QE Surprise and the Juicing of the Markets

    Just when you thought the financial world would take a much-needed break from quantitative easing (QE), the Land of the Rising Sun comes in and juices up the markets with more QE.

  • Warren Buffett Stumbles

    Several of Berkshire Hathaway’s higher-profile public investments have fallen out of bed recently. And the “Oracle of Omaha” has endured several billion dollars in paper losses as a result.

  • Why I Expect the Stock Market to Rally in Q4

    With the S&P 500 nudging the mighty 200-day moving average from below, the “doom-and-gloom” crowd is out in full force, proclaiming that “the End is Nigh.”