Pretty Good for Government Work

By WARREN E. BUFFETT, NY Times, DEAR Uncle Sam, My mother told me to send thank-you notes promptly. I’ve been […]

By Liu-Yue Lam | 01 Dec 10 | Posted in Food for Thought, North America, The Big Picture | Comments (0)

The Sheiks Of The FOMC

By Charles Kadlec, Forbes, Dollar debasement, not OPEC or the Chinese, is the driver of ”expensive oil.” The stage has […]

By Liu-Yue Lam | 30 Nov 10 | Posted in Food for Thought | Comments (0)

Gold vs. The Fed: The Record Is Clear

By Charles W. Kadlek, for The Daily Reckoning, There were no worldwide financial crises of major magnitude during the Bretton […]

By Liu-Yue Lam | 27 Nov 10 | Posted in Food for Thought | Comments (0)

OXSTONE FOOD FOR THOUGHT – Bond Market Commentary – November 2010

By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management, Bond Market Commentary The symptoms that led to the Great Recession […]

By Liu-Yue Lam | 24 Nov 10 | Posted in Food for Thought, Oxstone Investment Commentary | Comments (0)

Is North Korea Moving Another ‘Red Line’?

By Stratfor, North Korea and South Korea exchanged artillery fire near their disputed border in the Yellow Sea/West Sea on […]

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

A Potential Paper Trail of Profits To Asia

By Liu-Yue (Louie) Lam, Co-Founder & CEO, Oxstone Capital Management, SSCC, Smurfit – Stone Container Corp – USA, $21.65, 11/16/2010 […]

By Liu-Yue Lam | 23 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

Hyperinflation is Guaranteed if U.S. Stays on Current Path

Article From NIA website, http://inflation.us The National Commission on Fiscal Responsibility and Reform released last week their ‘CoChairs’ Proposal’ on […]

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

A Chinese Pick and Shovel Play on China Real Estate

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CRIC, China Real Estate Information Corp – China – $9.45, 11/17/10 CRIC […]

By Liu-Yue Lam | 22 Nov 10 | Posted in Asia, Finding Oxstones, Oxstone Investment Commentary, Real Estate, Stocks | Comments (0)

131 = The number of years to replace oil

By Dian L. Chu, Economic Forecasts & Opinions It seems the panic time for both green enthusiasts and peak oil […]

By Liu-Yue Lam | 19 Nov 10 | Posted in Food for Thought | Comments (0)

A Solid Play on the Emerging Market Infrastructure & Alternative Energy Investment Theme

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, BWC, Babcock and Wilcox Company – USA – $23.09, 11/5/10, Babcock and […]

By Liu-Yue Lam | 18 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)