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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 best real estate plays in 25 years

By Lawrence Delevingne, CNBC, The global real estate market in 2039 will be city-centric, with an increased focus on Asia […]

Shadow Banking Stealth Mutation: The Acronyms for the Next Financial Crisis

By: Gordon_T_Long According to the latest study by the Financial Stability Board (FSB) the unregulated $72 Trillion Global Shadow Banking System […]

The Madness Of Abenomics In One (Crazy) Chart

There are two areas where Abenomics, the democratically elected economic religion of Japan, has succeeded: creating inflation without causing wages […]

6 Reasons Why You Need a Second Passport

By Nick Giambruno, International Living If you believe that spreading your political risk beyond one jurisdiction is the single most […]

Gundlach – Rates Will Remain Low in 2014

By Robert Huebscher, Slowing economic growth, low inflation and a lack of motivated sellers will keep interest rates depressed, at […]

The Most Important Economic Chart

By Atif Mian and Amir Sufi, If you must know only one fact about the U.S. economy, it should be […]

Romania on the Right Track

Sometimes, change and reform don’t happen as fast as we’d like in some countries, and Romania has been one of […]

Russia Examines Its Options for Responding to Ukraine

By George Friedman, Stratfor, The fall of the Ukrainian government and its replacement with one that appears to be oriented […]

Russia-EU Trade Infographics

Illustration of Economic Interdependence By Pater Tenebrarum, RT and Der Spiegel have recently published a few infographics on trade between […]

Like Houdini, the Markets Escape Again and Again

By Stephen C. Sexauer, Allianz Global Investors, The Hungarians who fled Budapest in the 1930s have changed the world. This […]