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 […]

By Liu-Yue Lam | 21 Jun 17 | Posted in Asia, Commodities, Eastern Europe, Finding Oxstones, Food for Thought, Investment Wisdom, Latin America, North America, Oxstone Investment Commentary, Real Estate, Retirement & Savings, Statistics, Stocks, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 01 Feb 15 | Posted in Eastern Europe, Food for Thought, The Big Picture, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 20 Aug 14 | Posted in Eastern Europe, Food for Thought, The Big Picture, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 20 May 14 | Posted in Food for Thought, The Big Picture, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 08 Apr 14 | Posted in Finding Oxstones, Hedge Fund, Private Equity, Trends, Patterns, Indicators, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 11 Mar 14 | Posted in Commodities, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, North America, Stocks, The Big Picture, Western Europe | Comments (0)

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 […]

By zoltanakb | 13 Apr 13 | Posted in Commodities, Finding Oxstones, Food for Thought, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 10 Apr 13 | Posted in Commodities, Finding Oxstones, Investment Wisdom, North America, Trends, Patterns, Indicators | Comments (0)

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 […]

By Liu-Yue Lam | 26 Feb 13 | Posted in Asia, Commodities, Eastern Europe, Food for Thought, North America, Oxstone Investment Commentary, Retirement & Savings, Statistics, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | 09 Jan 13 | Posted in Eastern Europe, Food for Thought, The Big Picture, Western Europe | Comments (0)