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

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