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Nicholas Pardini
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Nicholas Pardini is the managing partner of the equity long/short hedge fund Nomadic Capital Partners. The fund specializes in commodities, emerging market consumer equities, and equities in the the global technology sector. His research and live trade updates are also found on his investment... More
My company:
Nomadic Capital Partners
My blog:
The Pardini Report
My book:
The Definitive Guide to Emerging Market Currencies
View Nicholas Pardini's Instablogs on:
  • Wall Street University #56: Best And Worst Stock Picks
    To conclude 2011, Nick and Jeremy analyze the recent developments in Italy and Iran. They also review their best and worst picks of the year and what lessons they learned from a wild 2011 in the markets.

    Bullish or Bearish: SLV, US Dollar, FSLR, AMZN, BLK, Consumer Staples Sector

    Link to Show

    Disclosure: I am long SLV.
    Tags: BLK, UUP, XLP, SLV, FSLR
    Dec 30 2:03 AM | Link | Comment!
  • Wall Street University #55: Seasonality Vs. Fundamentals
    In this episode Nick and Jeremy are back to review the recent tumults in the US, European, and Chinese economies. They analyze the chances of the euro, a hard vs. soft landing, and the meaning of the recent positive retail numbers. For this week's investing lesson, Nick and Jeremy break down the seasonality of markets and whether or not each of them buys the idea of a Santa Claus rally saving investors' Christmas.

    Bullish or Bearish:

    Book of the Week: Hedge Hunters by Katherine Burton

    Link to the show here

    We wuld love to hear your questions, feedback, or suggestions for future bullish or bearish picks. You can send your feedback by e-mailing us at or check out our facebook group. If you like the show subscribe via iTunes.
    Dec 12 12:01 AM | Link | Comment!
  • Wall Street University #54 :Final Part of the Macro Show
    In this episode, Nick and Jeremy conclude the macro show. They analyze the probability of civil unres,, the convergence of global living standards, or an upcoming recession. They also make estimates for future inflation and contemplate how the US can recover out of its current economic woes.

    Bullish or Bearish: JEF, CVX, GLD

    Click Here to Listen
    Tags: USO, GLD, LUK, CVX
    Nov 13 11:30 PM | Link | Comment!
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