Oxstones Food for Thought – Why Bank Lending is Not Coming Back Anytime Soon

Oxstones Food For Thought – October 2010 Why Bank Lending is Not Coming Back Anytime Soon By Liu-Yue (Louie) Lam, […]

By Liu-Yue Lam | 17 Oct 10 | Posted in Food for Thought, Oxstone Investment Commentary | Comments (0)

How the Middle Class Is Shrinking

By Rick Newman, US News Woodstock. The moon landing. The escalating war in Vietnam. The year 1969 was momentous enough, […]

By Liu-Yue Lam | 15 Oct 10 | Posted in Food for Thought | Comments (0)

So how can you trade the banking/real estate theme?

By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management Based on the scenario I mentioned in my article (Why Bank […]

By Liu-Yue Lam | 13 Oct 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Real Estate, Stocks | Comments (0)

Oxstones Customized Cap Rate Model for CRE Collateral Valuation

Studies have shown that there is a high correlation between CRE loan defaults and asset value mispricing.  Therefore the key […]

By Liu-Yue Lam | 07 Oct 10 | Posted in Commodities, Food for Thought, North America, Oxstone Investment Commentary, Real Estate, Tools and Resources | Comments (0)

Pimco’s Gross Likes Brazil, South Korea Over US

Bill Gross, manager of the world’s biggest bond fund, said developing economies such as Brazil and South Korea offer attractive […]

By Liu-Yue Lam | 05 Oct 10 | Posted in Finding Oxstones | Comments (0)

U.S.- Afghanistan Strategy & Solution = Pakistan

Pakistan and the US exit from Afghanistan By George Friedman Bob Woodward has released another book, this one on the […]

By Liu-Yue Lam | 04 Oct 10 | Posted in Food for Thought | Comments (0)

Won’t be an Apple or Google in China for Next 50 or 100 Years

by Adam Segal, Council on Foreign Relations Over on Foreign Affairs, I have another piece on indigenous innovation and what […]

By Liu-Yue Lam | 02 Oct 10 | Posted in Food for Thought | Comments (0)

Steve Forbes Predicts US Dollar Will Link to Gold

By: Julie Crawshaw Forbes CEO Steve Forbes foresees a new link between the U.S. dollar and gold. “I’ll make a […]

By Liu-Yue Lam | 29 Sep 10 | Posted in Food for Thought | Comments (0)

Why we should be investing in commodities?

Why we should be investing in commodities? The most important reason is not only diversification of asset classes in a […]

By Liu-Yue Lam | 16 Sep 10 | Posted in Commodities, Investment Wisdom, Oxstone Investment Commentary | Comments (0)

Is the Chinese stock market selling at too much of a discount to its true economic potential?

Is the Chinese stock market selling at too much of a discount to its true economic potential? The following chart […]

By Liu-Yue Lam | 09 Sep 10 | Posted in Asia, Finding Oxstones, Food for Thought, Oxstone Investment Commentary, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)