Archives:
July 2015

How to Judge a Business’s Durability

My last post listed examples of threats to a company’s durability. This post will be about how we assess those […]

CHINESE DEVELOPER BUYS NYC SITE FOR $300 MIL

   BY MICHAEL COLE   Kuafu chairman Shan Zengliang is a co-founder of one of China’s biggest state-owned architecture firms New […]

Tunisia and the Arab Spring: Why the Results Are Different

Tunisia achieved the level of the success story based on the results of the recent political developments in the country. […]

Andreessen Horowitz: Why we’re not in the next tech bubble

by  Dan Primack Venture capital giant acknowledges some froth, but believes that today’s tech investing environment favors the private markets. […]

Building for the Future: Infrastructure in Emerging Markets

There has been a recent debate about whether the end of the commodities “supercycle” is over, and if we are […]

Altegris Survey Finds Investors Are Bullish On Alternatives

Majority of Investors Plan to Increase Allocation to Alternative Investments in 2015 A significant majority of high net worth and […]

Oxstones Food for Thought – July 2015 – How to Invest in America’s Economic Revival

By Liu-Yue (Louie) Lam, Global Investment Strategist, Oxstones Investment Club Warren Buffett wrote in his annual report – “Though we […]

With $21 Trillion, China’s Savers Are Set to Change the World

by Enda CurranJeff Kearns Few events will be as significant for the world in the next 15 years as China opening […]

Warren Buffett Admits He’s Tried to Buy More than Suits in China

Warren Buffett is big on China. At this year’s annual meeting of his Berkshire Hathaway Inc. BRKA +0.75%, he called the country’s growth “totally miraculous.” Bloomberg News […]

Beyond the Greek Impasse

By George Friedman The Greek situation — having perhaps outlived the term “crisis,” now that it has taken so long to […]