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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.

Oxstones Food for Thought – July 2012 – E.U. Crisis – The Never Ending Story!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club Why does U.S. model work and EU model does […]

By Liu-Yue Lam | 04 Jul 12 | Also posted in Africa / Middle East, Commodities, Eastern Europe, Latin America, North America, Oxstone Investment Commentary, Stocks, The Big Picture, Western Europe | Comments (0)

Asian Shares Boosted by China PMI, Japan Tankan

(IBT) Stock markets soared in Asia, carrying forward the optimism of the EU summit last week. Added to the bullishness […]

By M Guliyev | 02 Jul 12 | Also posted in Asia, The Big Picture | Comments (0)

China, the Game-Changer

By Rebecca McReynolds, Chazen Global Insights, It’s almost impossible to overstate the impact that China’s growth has had — and […]

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

China Puts Away the Economic Shotgun and Turns to a Stimulus Rifle

By Michael Cole, From Mingtiandi site, When the world was suffering from 2008′s financial panic, China implemented an unprecedented RMB […]

By Liu-Yue Lam | 30 Jun 12 | Also posted in Asia, Private Equity, Real Estate, The Big Picture | Comments (0)

Why do Hedge Funds Hide Some of Their Stock Picks?

By Meena Krishnamsetty,  From InsiderMonkey.com,   Hedge funds have to disclose their long holdings in public companies every three months […]

By Liu-Yue Lam | 28 Jun 12 | Also posted in Hedge Fund, Tools and Resources | Comments (0)

Stock market is saying ‘Don’t fight the Fed’

By Mark Hulbert, MarketWatch CHAPEL HILL, N.C. (MarketWatch) — Don’t fight the Fed! That is only way I know of […]

By Aidualc | 27 Jun 12 | Also posted in North America, The Big Picture | Comments (0)

Jack Ma Is the Loneliest Billionaire in China

It’s been a rough 18 months for Chinese Internet tycoon Jack Ma, founder and chairman of the Alibaba Group, a sprawling […]

By Aidualc | 25 Jun 12 | Also posted in Asia, Fortune Cookie Wisdom, Investment Wisdom, The Big Picture | Comments (0)

India’s Role as Enemy to Women

India remains in the Dark Ages among developing nations largely because of its culture and its broken political system. It might […]

By Aidualc | 23 Jun 12 | Also posted in Asia, The Big Picture | Comments (0)

Big four of Euro agree growth boost, split on bonds

(Reuters) – German Chancellor Angela Merkel resisted pressure on Friday for common euro zone bonds or a more flexible use […]

By M Guliyev | 22 Jun 12 | Also posted in The Big Picture, Western Europe | Comments (0)

The three-year loans offered by the ECB to banks have helped stabilise the euro zone

by Economist THE European Central Bank (ECB) tends to take the long way around. When in 2009 the Federal Reserve […]

By M Guliyev | 21 Jun 12 | Also posted in Eastern Europe, The Big Picture, Western Europe | Comments (0)