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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.

Dambisa Moyo’s take on Frontier Markets

I just read a great interview by Jonathan Barnes of the CFA Institute Magazine, in which he interviews economist Dambisa […]

Ground Zero in Crypto-Commerce

There were no cubicles, no executive suites, and no visible hierarchies of power. It was just a large open room […]

Tocqueville Gold Strategy Investor Letter Second Quarter 2013

By John Hathaway, Tocqueville Asset Management L.P In light of the dramatic developments of the past six months, this letter […]

Geopolitical Journey: Azerbaijan and America

By George Friedman There is a point where three great powers — Russia, Turkey and Persia — meet: the Caucasus. […]

Africa makes the grade for richest U.S. university investors

By Tosin Sulaiman JOHANNESBURG, July 7 (Reuters) – America’s wealthiest universities are venturing into Africa’s fast-growing frontier markets in search of outsized […]

Microsoft Investors Win From Shakeup-Eventually

Microsoft’s (MSFT) corporate shake-up will bode well for investors, but only if the company can actually pull off the changes […]

5 Home Improvements That Are Worth the Cost

Existing home sales jumped 4.2 percent in May, the highest level since 2009. This is just the latest sign that […]

Foreign Buyers Aren’t Playing A Key Role In The US Housing Recovery For 2 Reasons

By Mamta Badkar – Tue, Jul 9, 2013 12:17 AM EDT Foreign buyers jumped into the U.S. housing market after the bubble […]

Countries Spending the Most on Health Care

By Alexander E.M. Hess and Michael B. Sauter, 247WallSt, Historically, health care spending among developed nations has grown considerably each […]

Fab.com’s Ascent to $1 Billion Valuation Brings Missteps

    Fab.com’s Ascent to $1 Billion Valuation Brings Missteps By Sarah Frier – Jun 24, 2013 Fab.com Inc., valued […]