Elliott H. Gue

Analyst Articles

By Yiannis G. MostrousMCLEAN, VA–In the early days of The Silk Road Investor, I pointed out that world markets would eventually have to deal with many uncomfortable issues, including the inevitable resolution of the current account deficit; the climax of the red-hot housing action in the US; increasingly… Read More

By Yiannis G. MostrousLONDON, UK–It’s pleasantly sunny in London, a perfect backdrop for interesting meetings with old acquaintances in the money management industry. My long-held view that London is–by far–the place to be when one wants to be close to a truly stimulating international investment environment has only… Read More

By Yiannis G. MostrousATHENS, GREECE–Silk Road Investor comes to you this week from Greece, somewhat removed from the action but close enough to observe that the market’s mood is still good and that investors don’t seem in any particular hurry to liquidate positions. The Portfolio remains… Read More

By Yiannis G. MostrousMCLEAN, VA–Next week President Hu Jintao of China will visit the White House. The economic/trade friction between the US and China makes this one of the most polarized visits of a foreign leader in recent memory. The issues are well known, but the final outcome… Read More

As Silk Road Investor was launched February 15, quarterly comparisons aren't possible. Since inception, however, and until the end of the first quarter, the Portfolio is up 12 percent, while our benchmark... Read More

Most energy stocks have seen a significant correction since late January/early February of this year. Depending upon which index you look at, the pullback measures roughly 12 to 18 percent from high to low. If history is any guide the recent pullback is healthy for the group. Last year there were two corrections of roughly the same magnitude, first in May then in October. Both served up an excellent buying opportunity for investors. Read More

On February 24, the Fed released the results of the Survey of Consumer Finances, a study the Fed conducts every three years of “the balance sheet, pension, income, and other demographic characteristics of U.S. families.” Read More