The Fed’s Legacy: Asset Bubbles and Lost Confidence

By Jim Rickards For most experts, failure is a learning experience that leads to a search for new methods. That’s […]

By Aidualc | 17 Nov 16 | Posted in Food for Thought, Investment Wisdom, The Big Picture | Comments (0)

3 Macro Money-Making Opportunities

By Alex Dumortier, CFA, Motley Fool, In the post-crisis world, no investor can afford to ignore macro considerations. But for […]

By Liu-Yue Lam | 07 Aug 12 | Posted in Trends, Patterns, Indicators, Western Europe | Comments (0)

The seeds of a new secular bull market are being sown

From Abnormal Returns site, http://abnormalreturns.com/the-seeds-of-a-new-secular-bull-market-are-being-sown/ In the conclusion of my book Abnormal Returns: Winning Strategies from the Frontlines of the […]

By Liu-Yue Lam | 14 Jun 12 | Posted in Investment Wisdom, Retirement & Savings, Statistics | Comments (0)

‘Safe Haven’ Sovereign Debt at Lowest Levels in Several Hundred Years

By Jacob Wolinsky, Value Walk, Whitney Tilson has some interesting observations on bond yields across the globe. Yields of countries […]

By Liu-Yue Lam | 11 Jun 12 | Posted in Food for Thought, North America, Retirement & Savings, Statistics, The Big Picture, Western Europe | Comments (0)

Wall Street Bets on Debt That Doesn’t Exist

by Matt Wirz and Katy Burne, WSJ,   Fresh from Wall Street’s alchemy labs: Credit derivatives tied to General Motors […]

By Liu-Yue Lam | 06 Mar 11 | Posted in Finding Oxstones, Hedge Fund, North America, Regions, Trends, Patterns, Indicators | Comments (0)

Food for Thought – An Oxstonian Perspective on the Banking Sector and the Return of the Dividend Yield

By Liu-Yue (Louie) Lam, Co-Founder, CEO, & Chief Investment Strategist, Oxstone Capital Management, On several occasions during the 2008 to […]

By Liu-Yue Lam | 24 Jan 11 | Posted in Commodities, Food for Thought, Hedge Fund, North America, Oxstone Investment Commentary, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

QE = wealth redistribution

By Dian Chu, Economic Forecasts and Opinions, James Bullard, President of the Federal Reserve Bank of St. Louis was on […]

By Liu-Yue Lam | 27 Dec 10 | Posted in Commodities, Food for Thought, Hedge Fund, North America, Western Europe | Comments (0)

One Reason to Stay Long Equities

By Alex Daley, Casey’s Extraordinary Technology There are a lot of troubling signs with the equity markets these days, with […]

By Liu-Yue Lam | 17 Dec 10 | Posted in Investment Wisdom, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Emerging markets: the risks are increasing

By Prieur du Plessis, Emerging-market equity prices as measured by the MSCI Emerging Markets Free Index are primarily driven by […]

By Liu-Yue Lam | 04 Dec 10 | Posted in Africa / Middle East, Asia, Commodities, Latin America, Trends, Patterns, Indicators | Comments (0)

4 Signs the Rally’s Here to Stay

by Sarah Morgan, Smart Money, Is the stock market rally the beginning — or the beginning of the end? Plenty […]

By Liu-Yue Lam | 16 Nov 10 | Posted in Trends, Patterns, Indicators | Comments (0)