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

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