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

By Yiannis G. MostrousMCLEAN, VA–Next week President Hu Jintao of China will visit the White House. The economic/trade friction between the US and China makes this one of the most polarized visits of a foreign leader in recent memory. The issues are well known, but the final outcome… Read More

As Silk Road Investor was launched February 15, quarterly comparisons aren't possible. Since inception, however, and until the end of the first quarter, the Portfolio is up 12 percent, while our benchmark... Read More

Sometimes I write about an issue and then want to move on, but this can be difficult, especially if what's written involves the various and shifting agendas of politicians around the world. Read More

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 the world are due for a correction. Read More

By Yiannis G. MostrousRecently Marc Faber, of The Gloom, Boom & Doom Report fame, observed that investors are bullish about everything: I regard the current investment scene as most unusual, in the sense that everybody is very positive about one or other asset class. Equity fund managers… Read More

Independently wealthy people are usually envied by others, mainly because people dream of being able to do whatever they like whenever they want. A friend who follows some of the investment advice dispensed here is the subject of this type of envy. Read More

Sometimes, something just doesn't "feel right." When I get that feeling, I find it's best to step to the sidelines, at least temporarily. Read More

There have been a handful of truly encouraging stories regarding nanotech that have hit popular as well as trade media in the past week or so. Read More

There have been a handful of truly encouraging stories regarding nanotech that have hit popular as well as trade media in the past week or so. Read More