• Why I’m Chomping at the Bit to Buy this Market

    Well, it took long enough. After six months of markets locked in a narrow trading range, U.S. investors finally have awoken from their apathetic slumber. Global stock markets sold off sharply yesterday in response to the unfolding crisis in Greece. | Read More »

  • Two Ways George Soros Could Profit from Greece

    Master speculator George Soros’ most famous trade was the one that “broke the Bank of England.” That was when the British pound exited the European Exchange Rate mechanism in September 1992. Soros reportedly made $1 billion that day after encouraging his | Read More »

  • Profit from the Stock Market’s Newest Red-Hot Tech Sector

    The “Internet of Everything” offers incalculable benefits as millions of devices become connected across the planet. At the same time, the explosion in connectedness has introduced the world to a new word in our vocabulary — “cybercrime.” Ironically, this also | Read More »

  • The World’s Most Expensive (and Cheapest) Stock Markets

    As an investor, you generally want to avoid expensive stocks and invest in cheap stocks. That’s not good news if you’re an average U.S. investor who has most of your money invested in the U.S. stock market. According to a | Read More »

  • China: Year of the Sheep, Year of the Bubble

    If you’ve been long in Chinese stocks this year, congratulations. You’ve made a lot of money in the Chinese “Year of the Sheep.” So far in 2015, stocks in the benchmark iShares China Large-Cap (FXI) have delivered anything but sheepish returns, with | Read More »

  • Four S&P 500-Beating Income Investments in 2015

    It has been a tough time to be an income investor over the past half decade. Start with the Fed’s zero interest rate policy (ZIRP). While helping pump up asset prices, the policy has punished savers and retirees who depend | Read More »

  • 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 »