The SRI Long-Term Holdings Portfolio continues to outperform. Read More

Two weeks ago in London I met with a couple of good friends who work in the financial industry. Over dinner one night, we talked about the upcoming Fed cut and about the state of the global economy. Read More

There are no established rules for central banks and policymakers to improve the economic environment. Policymakers face the great dilemma of having to help Main Street without rewarding the assorted speculators who are now paying the price, as they should be. Read More

The global markets and the Morgan Stanley Capital International (MSCI) World Index continue to resist bad news. They're up 9 percent for the year, collectively, including the US... Read More

By Yiannis G. MostrousATHENS, Greece–The SRI Portfolio continues to outperform and has managed to hold its own during the recent selloff, a particularly positive development as the Portfolio is long-only. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–Selling has resumed in the markets, and it looks like we’re in for another leg down. As I discussed last week, profit-taking is likely to persist for a while longer (see SRI, 7 March 2007, Tempting): I maintain the view,… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–Markets move in mysterious ways. Just last week I wrote that the near-total absence of bearish voices was reason for investors to be cautious. Those comments were made while Asian markets were making new highs, and I hoped to highlight the… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–A little more than a month ago, as the MSCI All-Country Asia ex-Japan Index (MSCI Asia Index) surpassed a previous high that had stood for 12 years, I noted it can be dangerous for investors to be sitting on positions that have achieved… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–Today marks one year since Silk Road Investor’s launch. Although I don’t plan to commemorate each year that goes by, having made it through the first indicates that you find something worthwhile here and therefore support the effort.Thank you. Read More

FALLS CHURCH, Va.--Colonized by the Portuguese in the 16th century, Macau was the first European settlement in the Far East. On 20 December 1999, Macau became the Macau Special Administrative Region (SAR) of the People’s Republic of China, based on an agreement signed by China and Portugal on 13 April 1987. Read More