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

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

MCLEAN, VA--Last week’s discussion prompted many questions about the strength and sustainability of emerging markets in general and Asia in particular. Read More

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