Yiannis G. Mostrous

Analyst Articles

ATHENS, Greece--SRI comes to you from Greece this week. I’m visiting my native land for personal business, and I’ve benefited from short-term immersion in a foreign market Read More

By Yiannis G. MostrousMCLEAN, Va.–Tactically, portfolios should be positioned for volatility as markets seem reluctant or unable to stage a sustainable recovery, at least until the end of the summer. And although the recent selloff has made valuations look more reasonable globally, the point to remember is that… Read More

By Yiannis G. MostrousMCLEAN, Va.–In the March 8 SRI, Hedge Your Bets, I wrote: The thinking here remains the global economy will perform decently this year, although a US recession in 2007 can’t be ruled out. Yet, there are some signs that many markets around… Read More

The recent correction in the energy sector continues unabated, as the Philadelphia Oil Services Index is now trading roughly 18 percent off its May highs. While the fundamentals for the group are undimmed longer term, I’m not convinced we’ve seen the lows of this correction. Every great bull market in history has seen periodic vicious corrections of as much as 30 percent before ultimately rallying to new highs. For more aggressive traders, this is an excellent opportunity to consider using short positions or puts to directly benefit from further downside in selected issues. Read More

By Yiannis G. MostrousMCLEAN, Va.–“Toward this end, and taking full account of the lags with which monetary policy affects the economy, the Committee will seek a trajectory for the economy that aligns economic activity with underlying productive capacity.”These were some of Federal Reserve Chairman Ben Bernanke’s… Read More

MCLEAN, Va.--Global markets continue to sell off while investors and talking heads--including me--are trying to find out the underlying cause. I stand by my initial assessment (see SRI, 1 March 2006, The Butterfly Effect): Read More

By Yiannis G. MostrousMCLEAN, Va.–The markets are known to move–initially in the direction opposite the one that favors my call–when I make a recommendation. But overall, the opinions expressed in SRI get things right; otherwise, my publisher would have suggested a different line of business a long time… Read More

By Yiannis G. MostrousMcLean, Va–I’m quite excited about the new theme I’m exploring in my upcoming issue of Geopolitics & Investing Quarterly (GIQ). The report will be hitting your computers as soon as it’s ready. The latest tremor in the markets is the purported increase in… Read More