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Food for Thought

Food for Thought. Thoughtful debate and insightful observations/ commentary on actions/events in financial markets, investments, societies, and governments around the world that impact our lives. Also Oxstone Team’s Global Investment Commentary and Best Investment Ideas.

The Trouble With Discount Rates

By Samuel Lee, Morningstar, The theory of interest says an asset’s intrinsic value is obtained by discounting its future cash […]

By Liu-Yue Lam | 03 Sep 14 | Also posted in Investment Wisdom | Comments (0)

Why a Silver Standard Just Wouldn’t Work for Mexico

Why a Silver Standard Just Wouldn’t Work for Mexico James DiGeorgia Could we soon see a south-of-the-border silver standard? According […]

By Aidualc | 02 Sep 14 | Also posted in Commodities, Latin America | Comments (0)

Companies That Control the World’s Food

By Alexander E.M. Hess, 247WallSt, The agriculture and food production industry employed more than one billion people as of last year, […]

By Liu-Yue Lam | | Also posted in Commodities, Finding Oxstones, North America, Stocks, The Big Picture, Western Europe | Comments (0)

The Greatest Investment Theme of This Decade

Commodities By: DailyWealth Matt Badiali writes: It’s not too late to grab a stake in the U.S. oil boom… Yesterday, I […]

By Aidualc | 29 Aug 14 | Also posted in Commodities, North America, Private Equity, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

The Sotheby’s Indicator Points to Caution

BY CULLEN ROCHE  Just passing along some interesting thoughts from our friend Martin at Macronomics.  Not sure how useful this is, but […]

By Aidualc | 27 Aug 14 | Also posted in Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Iraq and Syria Follow Lebanon’s Precedent

By George Friedman, Stratfor, Lebanon was created out of the Sykes-Picot Agreement. This agreement between Britain and France reshaped the […]

By Liu-Yue Lam | | Also posted in Africa / Middle East, The Big Picture | Comments (0)

Major Portfolio Changes for Warren Buffett and Berkshire Hathaway

By John C. Ogg, 247WallSt, Berkshire Hathaway Inc. (NYSE: BRK-A) released its public equity holdings as of June 30, 2014. […]

By Liu-Yue Lam | 25 Aug 14 | Also posted in Finding Oxstones, Investment Wisdom, Stocks, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

AirBnB – hotel disruptor unconstrained by real estate – VIDEO

YouTube Link  AirBnB – Hotel Disruptor AirBnB is fundamentally changing the hotel business with its light business model Every 1% […]

By Liu-Yue Lam | 22 Aug 14 | Also posted in Finding Oxstones, Private Equity, Real Estate, The Big Picture, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Eurozone on Edge of a knife! – Countdown to Crisis? Yes or No?

By: Ty_Andros Europe is caught in the cross hairs of the exports of deflation from Japan and China. Delighted by the support […]

By MarketAngel | 21 Aug 14 | Also posted in The Big Picture, Western Europe | Comments (0)

Market Bubbles, Bubbles Everywhere

By John Mauldin, The difference between genius and stupidity is that genius has its limits. – Albert Einstein Genius is […]

By Liu-Yue Lam | | Also posted in Investment Wisdom, Statistics, The Big Picture, Tools and Resources | Comments (0)