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  • July 5, 2007

Since its inception 15 February 2006 through the end of the second quarter of 2007, the Portfolio is up 45.3 percent, while our benchmark--the Morgan Stanley Capital International All Country World Index Total Return (MSCI World Index), which includes gross dividends---is up 28.7 percent. The S&P 500 is up 19.3 percent, including dividends, during the same time frame. Read More

  • July 5, 2007

Though quarterly results aren’t my main concern, the end of the period offers an opportunity to assess performance since inception. Read More

  • June 27, 2007

As the second quarter comes to an end, I’m in the process of reviewing the SRI Portfolio results and making some adjustments to the Portfolios. Read More

  • June 20, 2007

The St. Petersburg International Economic Forum ended its meetings 10 days ago. By all accounts, it was a successful gathering of many important and powerful people in business and politics. Read More

  • June 13, 2007

A little more than a month ago, Saudi Arabia hosted a roundtable discussion featuring Asian energy ministers. Read More

  • June 6, 2007

There have been quite a few questions from concerned investors regarding the weak performance of certain SRI Portfolio recommendations. Read More

  • May 30, 2007

The Chinese financial authorities continue to try everything possible in their efforts to cool down the local stock market. Read More

  • May 23, 2007

When the majority of market commentators talk about China’s thirst, they’re usually referring to the country’s huge appetite for oil and gas. But there’s another, potentially more important shortage for China: water. Read More

  • May 16, 2007

Late last week, two new announcements came out of China that should have consequences for the global markets. Read More