Emerging Markets Consumers Fill Their Carts

by Jon Markman, Market Watch, Commentary: Got ‘Hot-Kid’ milk? You soon may as global brands spread For most of the […]

By Liu-Yue Lam | 06 Nov 10 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Latin America, Stocks | Comments (0)

Brazilian Real Estate is a Buy

By Chris Mayer, for The Daily Reckoning Someone once said that if LA threw up on New York, it would […]

By Liu-Yue Lam | 31 Oct 10 | Posted in Commodities, Finding Oxstones, Latin America, Real Estate | Comments (0)

OXSTONE M&A/TAKEOVER TRADE IDEAS

By Liu-Yue (Louie) Lam, Oxstones YHOO, YAHOO – $16.49, 10/30/10, remember MSFT wanted to buy it in the $30’s?  Still […]

By Liu-Yue Lam | 30 Oct 10 | Posted in Asia, Finding Oxstones, North America, Oxstone Investment Commentary, Private Equity, Stocks, Western Europe | Comments (0)

More Nukes!

By Byron King for The Daily Reckoning William “Willie” Sutton (1901–1980) was a notorious American bank robber. According to FBI […]

By Liu-Yue Lam | | Posted in Africa / Middle East, Asia, Commodities, Eastern Europe, Finding Oxstones, North America, Private Equity, Stocks, Trends, Patterns, Indicators, Western Europe | Comments (0)

The 25 Most Important Alternative Energy Companies

From 247wallst.com Alternative energy is big business — and getting bigger. The industry includes hundreds of companies that make a […]

By Liu-Yue Lam | | Posted in Asia, Commodities, Finding Oxstones, North America, Private Equity, Stocks, Trends, Patterns, Indicators, Western Europe | Comments (0)

BUFFETT’S FAVORITE VALUATION METRIC: STOCKS ARE MODESTLY EXPENSIVE

From Pragmatic Capitalism Warren Buffett was famously bearish in the late 90′s and has happened to be very bullish at […]

By Liu-Yue Lam | 28 Oct 10 | Posted in Investment Wisdom, North America, Statistics, Stocks, Trends, Patterns, Indicators | Comments (0)

Brazilian Soil

By Chris Mayer, The Daily Reckoning “The power of its soil always saves Brazil,” observes Stefan Zweig in his book, […]

By Liu-Yue Lam | 26 Oct 10 | Posted in Commodities, Finding Oxstones, Latin America, North America, Private Equity, Real Estate, Stocks | Comments (0)

Blue-Chip Specials From the Buffett Menu

by By Andrew Bary, Barron’s There’s no quibbling with Warren Buffett’s extraordinary overall investment record, which has resulted in a […]

By Liu-Yue Lam | 25 Oct 10 | Posted in Finding Oxstones, Investment Wisdom, North America, Stocks | Comments (0)

Privatization in Romania

Notes from Mark Mobius, Franklin Templeton Investments Recently, Franklin Templeton opened an office in Bucharest to begin managing a significant […]

By Liu-Yue Lam | 19 Oct 10 | Posted in Eastern Europe, Food for Thought, Private Equity, Stocks | 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)