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Commodities

ideas, thoughts, articles, news, and information related to commodities: energy, oil, natural gas, coal, nuclear, energy commodities, hard assets, real estate, gold, silver, precious metals, base metals, industrial metals, soft commodities, cotton, corn, meat, sugar, cocoa, coffee, orange juice, farm land, and agriculture,

Construction sector in Russia 2010

Russia’s economy is recovering rapidly after last year’s slump, together with the country’s construction industry. The improvement in the situation […]

By pmr | 26 Oct 10 | Also posted in Eastern Europe, Real Estate, 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 | | Also posted in Finding Oxstones, Latin America, North America, Private Equity, Real Estate, Stocks | Comments (0)

How to Profit From a Weak Dollar: Bet on Commodities

By PETER COHAN Posted 6:00 AM 10/23/10 The dollar’s value has dropped in recent years thanks to what investors believe […]

By Aidualc | 25 Oct 10 | Also posted in Asia, Finding Oxstones, Investment Wisdom, North America, The Big Picture | Comments (0)

3 Ways to Buy Brazil

By Ronan McMahon, Real Estate Trend Alert There are three real estate trends taking shape in Brazil that you can […]

By Liu-Yue Lam | 19 Oct 10 | Also posted in Finding Oxstones, Latin America, Private Equity, Real Estate, 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 | Also posted in 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 | Also posted in Food for Thought, North America, Oxstone Investment Commentary, Real Estate, Tools and Resources | 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 | Also posted in Investment Wisdom, Oxstone Investment Commentary | Comments (0)

Contrarian Oil Opinion

The article listed below is a good contrarian opinion stating that oil may be headed lower in the near term […]

By Liu-Yue Lam | 09 Sep 10 | Also posted in The Big Picture, Trends, Patterns, Indicators | Comments (0)

China’s Green Revolution

China’s Green Revolution The NY Times article listed below provides a detailed analysis of the interconnection between Chinese clean technology […]

By Liu-Yue Lam | | Also posted in Asia, Food for Thought, Oxstone Investment Commentary, Stocks, The Big Picture | Comments (0)