Oxstones Food for Thought – February 2013 – Bathing Abe ready to flood neighbors and set the stage for the next asset bubble and crisis!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club History Prime Minister Abe and the LDP party are […]

The Great Greek Gamble

By: Sam Jones, CNBC, In Quentin Tarantino’s film Reservoir Dogs, Mr Pink gets away with the diamonds. His co-conspirators are […]

Burbank Bets on Global Recession With Subprime Conviction

By Katherine Burton and Kelly Bit, Bloomberg, In the dozen years that John Burbank has run his $3.4 billion Passport […]

Ray Dalio Of Bridgewater Takes Dim View Of Economy; Concurs With Daily Capitalist

By Jeff Harding, Daily Capitalist, With all the good economic news that has been coming out in the past two weeks […]

Food For Thought – March Market Commentary – Who let Nuclear Godzilla into this house party?

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstone Capital Management, The first few months of 2011 started off incredibly […]

Oxstones Food for Thought – Black Swan Brewing in the Middle East

By Liu-Yue (Louie) Lam, Co-founder, CEO, & Chief Investment Strategist, Oxstone Capital Management The ongoing crisis in Egypt is much […]

Paulson Zigs While Others Zag For $5 Billion Score

At the peak of the housing bubble when borrowers with undocumented income and little capacity to make loan payments were […]

Thiel’s pay pall

By KAJA WHITEHOUSE, NY Post, Ask anyone who knows Silicon Valley venture capitalist and PayPal co-founder Peter Thiel and the […]

‘Macro’ Forces in Market Confound Stock Pickers

By TOM LAURICELLA And GREGORY ZUCKERMAN The market turmoil has battered many investors over the past few years. But for […]

Free: Country Profiles & Global Comparisons

Macro Investing has long been the dominant investing strategy in the emerging markets world.  But as the developed world face […]