By Yiannis G. MostrousATHENS, Greece–I have a friend here in Greece who works as a relationship manager in the private banking (i.e., high net worth individuals; in Greece, that means liquid assets above $1 million) section of a big Greek bank; let’s call him George. Another friend, Nikos,… Read More

By Yiannis G. MostrousATHENS, Greece–When my colleagues Elliott Gue, Ivan Martchev and I were offered the opportunity to write a book on the economic rise of Asia and the changes it would bring to the world, I insisted that a chapter on how geopolitical developments could affect economic… Read More

By Yiannis G. MostrousATHENS, Greece–The time has come. In two days–and if not then, probably in August–the Bank of Japan (BoJ) is expected to end its zero interest rate policy (ZIRP). And every talking head–myself included–has his or her own interpretation of the significance of ZIRP’s end, as… Read More

ATHENS, Greece--SRI comes to you from Greece this week. I’m visiting my native land for personal business, and I’ve benefited from short-term immersion in a foreign market Read More

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