Substacks recommended by Nicholas Vardy

Recommended by Nicholas Vardy

Each week, I share 3 high-conviction momentum picks to hold for 5 days — backed by a proprietary algorithm and an 800% return since 2019.

Greta overview of the markets from all angles

- Nicholas Vardy

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Excellent analysis you won't find in the MSM.

- Nicholas Vardy

Capitalist Letters

By Capitalist-Letters

Equity research on undervalued global stocks and occasional essays on investing.

INDEPENDENT WEALTH PORTFOLIOS

By Carl Delfeld

The Grey Swan portfolio is a core of 10 ETFs and 15 US and international stocks whereby potential upside dramatically exceeds the risk. Managed by former banker, diplomat, author, hedge fund advisor, and Forbes columnist.

Serious strategic analysis on global investment-related events from a serious guy. Carl is no fly by night stock market neophyte. Great insights. Terrific writing. His book on US China relations ("Power Rivals") is outstanding.

- Nicholas Vardy

The Bubble Blog

By The Global Guru

Episodes from the history of financial manias

Excerpts from my upcoming book on the "History of Financial Manias."

- Nicholas Vardy

Microcap Moonshots

By The Global Guru

Get our free trial and discover how we put up 53.92% gains in 2024 across all of our recommendations - "Because That's Where the Money Is."

Twice monthly Microcap Recommendations

- Nicholas Vardy

The Market Mosaic

By Mosaic Asset Company

Divining the stock market's next move by looking at macro, technicals, and market internals. Long + short trade ideas.

Nice combo of technical and fundamental analysis as well as very good research pieces

- Nicholas Vardy

StreetSmarts

By MarketLab

Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)

📈 TKer by Sam Ro

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.

Compelling counternarrative to the doom and gloom of mainstream media.

- Nicholas Vardy

Tipping Point Profits

By Matthew Carr

Matthew Carr opens the book on his two decades of knowledge on market cycles, emerging trends, and tipping points. The biggest potential gains and highest probability for success are acting on repeating patterns at the moment of maximum opportunity.

Far East Mail

By Carlton Delfeld

A newsletter giving the inside story of money, power and politics in Asia.