Oxstones Food for Thought – June 2017 – Winter is Coming

“Winter is Coming” – the motto for House of Stark in the Game of Thrones (HBO series).  The meaning behind […]

The New Drivers of Europe’s Geopolitics

By George Friedman, Stratfor, For the past two weeks, I have focused on the growing fragmentation of Europe. Two weeks […]

Europe’s Malaise: The New Normal?

By George Friedman, Stratfor, Russia and Ukraine continue to confront each other along their border. Iraq has splintered, leading to […]

ECB Plans Negative Rate on Bank Deposits

By Christian Reiermann, Spiegel International, European Central Bank executive board member Peter Praet of Germany is expected to recommend that […]

Direct Lending Takes Off in Europe

By Noémie Bisserbe in Paris and Jeannette Neumann in Madrid, WSJ,   U.S. investment firms are peddling loans to small […]

Seth Klarman 2013 Letter to Investors: The Truman Show

From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]

Should central banks now sell gold?

  Central banks in debt-strapped countries have a golden opportunity ahead of them, if you will excuse the pun, to […]

Insider buying of gold stocks surges to multi-year highs

By Darcy Keith, The Globe and Mail, The TSX global gold index has lost about a third of its value […]

Global Central Bank Gold Rush and Why Bundesbank Strikes First!

By Liu-Yue (Louie) Lam, Co-Founder, Oxstones Investment Club, In an important surprise move reported a few weeks ago, Germany’s central […]

Europe in 2013: A Year of Decision

By George Friedman, Stratfor, The end of the year always prompts questions about what the most important issue of the […]