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  • December 20, 2006

By Yiannis G. MostrousATHENS, Greece–“Thailand is also an economy I really like,” I wrote in mid-June, continuing: …but the political turmoil has been affecting the market negatively. It’s unfortunate that the economic advances in Thailand are being held hostage by the capriciousness of an elitist group… Read More

  • December 13, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–As things stand, world stock markets can stay stronger for longer, even after four rewarding years. Equity valuations remain at fair levels (although not as cheap as they were) and earnings continue to be strong. The global economy doesn’t look bad yet, but… Read More

  • November 29, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–In May 2002, I wrote that the US dollar would gradually lose value but that it would remain the major currency of the world, albeit from a lower valuation plateau. At the time, you needed less than USD0.90 to buy EUR1; a little… Read More

  • November 22, 2006

Editor’s Note: A weekly publication, SRI doesn’t take any breaks. That said, it seems to me that long holiday weekends like Thanksgiving and New Year#s offer opportunities for some thinking and reflecting, which I plan to do. Consequently, issues that fall during holiday weekends are a bit shorter than normal,… Read More

  • November 15, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–As 2006 draws to an end, I’ll gradually review the main themes that have been driving SRI’s investment decision-making this year. The majority of my recommendations are based on long-term themes enhanced and altered according to the opportunities presented by the markets. Special… Read More

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