• Investing in the French ‘Socialist Paradise’

    As I write this, I am on the Eurostar train whizzing back from Lyon, France’s “second city,” to London. I’ve just spent a few days touring Bourgogne (Burgundy) — arguably the center of the most exclusive wine region in the | Read More »

  • A Golden ‘Catch-Up’ Opportunity

    This week, I want to share with you the insights of a seasoned global investor and friend, Carl T. Delfeld of Blackthread. Carl has a unique “boots on the ground” perspective on the investment opportunities in Asia and has led | Read More »

  • Why ‘Smarter’ is Always Better

    Some things just get better with age. Other predictions prove prescient, confirmed with the benefit of 20:20 hindsight. Both of these clichés apply to my views on the recent explosion in “smart-beta” exchange-traded funds (ETFs). First, over the past several | Read More »

  • Why Investing in Japan is Still a No Brainer

    The gains in the Japanese stock market have been particularly robust, with Japanese stocks near the top of the 46 global stock markets I monitor daily.

  • Big Gains Come in All Sorts of Packages

    Investing is a harsh taskmaster. Each day, cold, hard numbers tell you what you got right and what you got wrong. If you’ve been bullish on a country’s stock market and that country lights up the scoreboard with big gains, | Read More »

  • To Hedge, or Not to Hedge, That is the European Question

    By Jim Woods When Nicholas Vardy asks you to do a guest column for The Global Guru, the first thing that goes through your mind is flattery. The second thing is abject fear that you’ll be able to at least somewhat fill | Read More »

  • Optimism Fades for the U.S. Large-Cap Bull

    During the first three months of the year, the S&P 500 Index has barely budged, providing zero upside for investors pegged to this leading benchmark measure of the U.S. domestic equity market.

  • ‘Exponential’ Investing Explained

    Technology is back. With the U.S. Nasdaq hitting the 5,000 level on March 10 for the first time since the dot.com bubble peaked just over 15 years ago, investors are slowly climbing back onto the technology investing bandwagon. While the | Read More »

  • Honoring the Legacy of Singapore’s ‘George Washington’

    On Monday, the world lost one of the most prominent, controversial and arguably most effective political leaders of the last 60 years, Singapore’s founding Prime Minister Lee Kuan Yew. He passed away peacefully at the Singapore General Hospital at the | Read More »

  • Why My #1 Bet on Europe Is Soaring: 'I Told You So'

    Why My #1 Bet on Europe Is Soaring: ‘I Told You So’

    It was just over a month ago that I appeared on the Fox Business Network and recommended that U.S. investors put their money to work in Europe. To say that my recommendation was greeted with skepticism would be an understatement. After all, as | Read More »

  • Be the ‘Alpha Dog’ with this Hedge Fund ETF

    When it comes to leadership qualities, it helps to be an “alpha.” The same applies in the world of investing. In the language of finance, “alpha” refers to the amount by which a portfolio outperforms its underlying index, adjusted for | Read More »

  • 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.