Get Ready for a Stock Market Shopping Season!


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An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company 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 UHNWIs and family offices 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 Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities 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.

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