Analysis

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  • April 12, 2006

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

  • April 5, 2006

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

  • March 8, 2006

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 the world are due for a correction. Read More

  • March 1, 2006

By Yiannis G. MostrousRecently Marc Faber, of The Gloom, Boom & Doom Report fame, observed that investors are bullish about everything: I regard the current investment scene as most unusual, in the sense that everybody is very positive about one or other asset class. Equity fund managers… Read More

  • February 22, 2006

Independently wealthy people are usually envied by others, mainly because people dream of being able to do whatever they like whenever they want. A friend who follows some of the investment advice dispensed here is the subject of this type of envy. Read More