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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.

China’s Growing Pains

By Mark Mobius, http://mobius.blog.franklintempleton.com/2012/08/01/chinas-growing-pains/#more-1620 Many feel that China is the engine for the world economy, and worry that if it […]

By Liu-Yue Lam | 08 Aug 12 | Also posted in Asia, The Big Picture | Comments (0)

Big Game Hunting…in the Philippines

By Chris Mayer, Daily Reckoning, People often ask me where I find my off-the-beaten-path ideas. One of the best ways […]

By Liu-Yue Lam | 06 Aug 12 | Also posted in Asia, Commodities, Private Equity, Real Estate, Stocks, The Big Picture | Comments (0)

Oxstones Food For Thought – August 2012 – Core Europe, Emerging Europe – One Door Closes, Another Door Opens!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club A long time ago, as an idealistic NYU student […]

By Liu-Yue Lam | 03 Aug 12 | Also posted in Eastern Europe, Oxstone Investment Commentary, Private Equity, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

Doug Kass Tells Barrons His ‘Favorite Short For The Next Decade’

By Sam Ro and Simone Foxman, Business Insider, This week’s issue of Barron’s has a great interview with Doug Kass, […]

By Liu-Yue Lam | 02 Aug 12 | Also posted in North America, The Big Picture | Comments (0)

“It’s Been A Fun Ride, But Prepare For A Global Slowdown”

By Tyler Durden , Zero Hedge, While in principle central banks around the world can talk up the market to infinity […]

By Liu-Yue Lam | 31 Jul 12 | Also posted in North America, The Big Picture, Western Europe | Comments (0)

Countries Where Women Do Not Feel Safe

While the march towards gender equality slowly progresses around the world, one disturbing issue remains unresolved — safety for women. […]

By Aidualc | 26 Jul 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, Latin America, North America, The Big Picture, Western Europe | Comments (0)

How hedge funds analyze your earnings calls

How hedge funds analyze your earnings calls By Dominic Jones NEWS this week from the Wall Street Journal that academics […]

By Aidualc | 22 Jul 12 | Also posted in Hedge Fund, North America, Tools and Resources | Comments (0)

What Olympic Sponsorship Means For Stocks

There’s no bigger world stage than the Olympic Games and no bigger international marketing platform. When the opening ceremonies kick […]

By M Guliyev | 20 Jul 12 | Also posted in Fortune Cookie Wisdom, Investment Wisdom, The Big Picture, Western Europe | Comments (0)

The Paradox of China’s Naval Strategy

By Rodger Baker and Zhixing Zhang, Stratfor, Over the past decade, the South China Sea has become one of the […]

By Liu-Yue Lam | | Also posted in Asia, The Big Picture | Comments (0)

Nigeria’s Foreign Direct Investment Hits U.S.$9 Billion

(All Africa)- The total value of Foreign Direct Investment (FDI) that came into Nigeria in 2011 was $8.9 billion with […]

By M Guliyev | 19 Jul 12 | Also posted in Africa / Middle East, Regions, The Big Picture | Comments (0)