Bubbles Galore Will Make 2011 Year to Remember

By William Pesek, Bloomberg, It may seem an odd assertion at a time when many key economies are in, or […]

By Liu-Yue Lam | 07 Jan 11 | Posted in Commodities, Trends, Patterns, Indicators | Comments (0)

Is the smart money right about China? Outlook 2011 & the next decade

By Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. China has been ranked as […]

By Liu-Yue Lam | 05 Jan 11 | Posted in Asia, Food for Thought, Real Estate | Comments (0)

How inflation creates commodity mini-cycles

By Stefan Karlsson, CS Monitor, As Jim Rogers persuasively argued in his book Hot Commodities, most commodity prices goes through […]

By Liu-Yue Lam | 03 Jan 11 | Posted in Commodities, Trends, Patterns, Indicators | 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)

China’s Bombshell Means This Market Will Soar in 2011

By Chris Hunter China dropped a bombshell this month. Not the kind the North Koreans have been dropping on their […]

By Liu-Yue Lam | 26 Dec 10 | Posted in Asia, Commodities, Finding Oxstones | Comments (0)

QE2 Is the Right Fed Policy

by Jeremy Siegel, Ph.D., Yahoo Finance, One of the most gratifying experiences of my career was being a colleague of […]

By Liu-Yue Lam | 14 Dec 10 | Posted in Commodities, Food for Thought, Hedge Fund, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Vietnam’s entrepreneurs shrug off gloom

By Ben Bland, FT.com Annual inflation has hit 11 per cent, confidence in the currency is being eroded day by […]

By Bo | 04 Dec 10 | Posted in Asia, Investment Wisdom, Private Equity | Comments (0)

A Chinese Train Transport Investment

GSH, Guangshen Railway Co – CHINA, $20.15, 11/23/2010 By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management, One of my […]

By Liu-Yue Lam | 29 Nov 10 | Posted in Asia, Finding Oxstones, Oxstone Investment Commentary, Stocks | 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)

Is China Being Political or Just Plain Stupid?

By Vedran Vuk, Casey’s Research, With consumer prices in China up 4.4% this October over last year, the country has […]

By Liu-Yue Lam | 25 Nov 10 | Posted in The Big Picture | Comments (0)