In China, Cultivating the Urge to Splurge

By DAVID LEONHARDT, NY Times, When the Wuqi International Hotel was completed this spring, it immediately dominated the modest skyline […]

By Liu-Yue Lam | 04 Dec 10 | Posted in Asia, Food for Thought, Private Equity, Real Estate, Stocks, The Big Picture | Comments (0)

The End Of The Age Of Outsourcing

The End Of The Age Of Outsourcing Dana Olson, 11.04.10, 6:00 PM ET Outsourcing overseas as we know it may […]

By Oracle | 25 Nov 10 | Posted in Trends, Patterns, Indicators | Comments (0)

Soros: Conditions ‘Pretty Perfect’ for Gold to Rise

From Money News, Billionaire investor and philanthropist George Soros may be cutting back on his gold bets, but he says […]

By Liu-Yue Lam | 22 Nov 10 | Posted in The Big Picture | 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)

4 Signs the Rally’s Here to Stay

by Sarah Morgan, Smart Money, Is the stock market rally the beginning — or the beginning of the end? Plenty […]

By Liu-Yue Lam | 16 Nov 10 | Posted in Trends, Patterns, Indicators | Comments (0)

A Play on Geothermal and the Green Energy Movement

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CPN, Calpine – USA, $12.02, 11/1/10 Calpine is an independent power producer […]

By Liu-Yue Lam | 15 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

Taking the Rare Earths Quest to Canada (MCP, REE, GMO, REMX, AVL.TO, QRE.V, QRM.V, RA.V, RES.V, TCR.V, UCU.V)

By JON C. OGG, 247Wallst.com, The rare earth oxide, rare earth element, and rare earth minerals segment is continuing to […]

By Liu-Yue Lam | 14 Nov 10 | Posted in Finding Oxstones | Comments (0)

China may be bigger economy than US within two years

By Jeremy Warner, Telegraph.co.uk, Here’s a finding that will have any red-blooded American spluttering into his cornflakes. According to the […]

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

How to invest for the next bubble

By Jim Kubak, MSN Money, With the Fed and cash-rich China both pumping cheap money into the system, another global […]

By Liu-Yue Lam | 13 Nov 10 | Posted in Investment Wisdom | Comments (0)

China bashes US credit… USA no longer US-AA Rated

Chinese Credit Rater Downgrades U.S. – MarketBeat By Matt Phillips Getty Images Dagong Global Credit Rating Co., the Chinese rating […]

By ATSiem | | Posted in The Big Picture | Comments (0)