Get Ready for a Stock Market Shopping Season!


I like this.

Be Sociable, Share!


A banker turned social finance entrepreneur. Liu-Yue built and managed two social enterprises. Liu-Yue founded Oxstones Investment Club a searchable cloud-based content platform for knowledge sharing and financial education. also provides global investors with direct access to U.S. commercial real estate investment opportunities and other alternative strategies. In addition, Liu-Yue also co-founded Cute Brands, Inc. Cute Brands is a cause-oriented character-based brand licensing and social impact fund that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising ultra high net worth clients on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in emerging markets bonds and Latin American equities investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities and special situation investing at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

By Liu-Yue (Louie) Lam, Oxstones Investment Club,

The fiscal cliff issue may potentially present a strategic buying opportunity during what is normally a seasonal Santa Claus Rally. 

I doubt there will be a grand compromise before year-end.  That’s just too optimistic a scenario with so little time left in the year.  Expect the same song and dance and more brinkmanship from both parties.  Congress will allow the Bush era tax cuts to expire which will also provide Republicans with cover for rates to increase on the rich while negotiating for other rates to be lowered.  In general you can expect politicians to continue to kick the can down the road on other issues such as entitlement reform for as long as possible.

But for long term value investors this uncertainly presents a golden gift for the holidays.  Make sure to use this uncertainly to do some strategic buying. Realize your wish list before the fiscal cliff issue is eventually resolved.  Once it is all clear skies ahead the market will have already taken off.

Be Sociable, Share!
Tags: , , , , , , ,

Post a Comment

Your email is never published nor shared. Required fields are marked *


Subscribe without commenting

Join Oxstones Investment Club's Daily Newsletter