How to play resource scarcity

By Melissa Shin, From http://www.advisor.ca/investments/market-insights/how-to-play-resource-scarcity-113413 By 2050, it’s all over, says Jeremy Grantham: we’ll have either used up all cheap [...]

By Liu-Yue (Louie) Lam | 23 Apr 13 | Posted in Africa / Middle East, Asia, Commodities, Eastern Europe, Finding Oxstones, Investment Wisdom, North America, Private Equity, Real Estate, Trends, Patterns, Indicators | Comments (0)

Israel’s Iron Dome, and the Ongoing Energy Revolution

By Byron King, Outstanding Investments Byron King The Middle East mess affects all manner of scenarios for future price and [...]

By Aidualc | 18 Apr 13 | Posted in Africa / Middle East, Commodities, Food for Thought, The Big Picture | Comments (0)

Tiger Global Management buys Cobone website as Dubai Internet start-ups attract attention of global capital again

From http://www.arabianmoney.net/private-equity/2013/03/11/tiger-asset-management-buys-cobone-website-as-dubai-internet-start-ups-attract-attention-of-global-capital-again/ Tiger Global Management has aquired the successful Dubai-based global daily deal website Cobone for an undisclosed sum as [...]

By Liu-Yue (Louie) Lam | 20 Mar 13 | Posted in Africa / Middle East, Finding Oxstones, Hedge Fund, Private Equity, Trends, Patterns, Indicators | Comments (0)

A New Chapter for Turkey?

By Frank Holmes, U.S. Global Investors, Inc. From Daily Reckoning, In 2012, Turkey was the best performer among the emerging [...]

By Liu-Yue (Louie) Lam | 14 Mar 13 | Posted in Africa / Middle East, Asia, Food for Thought, The Big Picture | Comments (0)

From Worst to First

By Chris Mayer, From Daily Reckoning I like to tell people that Greece’s stock market was one of the world’s [...]

By Liu-Yue (Louie) Lam | 19 Feb 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Investment Wisdom, Latin America, Stocks, Trends, Patterns, Indicators | Comments (0)

TO: President Obama

FROM: Martin S. Indyk and Robert Kagan, Brookings Institute, http://www.brookings.edu/research/papers/2013/01/a-plastic-moment-to-mold-a-liberal-global-order As you enter your second term, the state of the [...]

By Liu-Yue (Louie) Lam | 29 Jan 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, North America, The Big Picture, Western Europe | Comments (0)

Cocoa to Rice Woos Kuwait to Asia’s $2 Trillion: Islamic Finance

By Dahlia Kholaif, Bloomberg, Kuwait China Investment Co. (KCIC), part owned by the Persian Gulf nation’s sovereign-wealth fund, wants to [...]

By Liu-Yue (Louie) Lam | 21 Dec 12 | Posted in Africa / Middle East, Asia, Commodities, Finding Oxstones, Private Equity, Trends, Patterns, Indicators | Comments (0)

What an Obama Victory Means for the Middle East

Memo to the Arab World: Good news and bad news with the re-election of Barack Obama to the White House. [...]

By MarketAngel | 22 Nov 12 | Posted in Africa / Middle East, Food for Thought, The Big Picture | Comments (0)

Vladimir Putin: The New Global Shah of Oil

By Marin Katusa, Casey’s Research Exxon Mobil is no longer the world’s number-one oil producer. As of yesterday, that title [...]

By Liu-Yue (Louie) Lam | 29 Oct 12 | Posted in Africa / Middle East, Commodities, Eastern Europe, Stocks | Comments (0)

Where the world’s running out of water, in one map

By Brad Blumer, Washington Post Blog, Many of the world’s most important food-producing regions depend on freshwater from massive underground [...]

By Liu-Yue (Louie) Lam | 14 Aug 12 | Posted in Commodities, Trends, Patterns, Indicators | Comments (0)
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