Cotton remains the cheapest commodity on the board, relatively speaking. December cotton hit contract lows last week--much to my surprise, because December cotton is “new crop,” not even planted yet. 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

By Yiannis G. MostrousFALLS CHURCH, Va.–Sentiment in global markets remains basically unchanged: It’s a fairly bullish attitude built on expectations for a relatively smooth slowdown in the global economy and, consequently, solid performance for the financial markets. There’s also a secondary view, expressed here previously, that markets will… Read More