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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.

Greg Smith on Goldman: An indictment of investment banking?

By Aswath Damodaran, NYU Professor of Finance, Greg Smith, the Goldman VP who resigned with a searing indictment of Goldman […]

By Liu-Yue Lam | 23 Mar 12 | Also posted in North America | Comments (0)

Frighteningly Ambitious Startup Ideas

From http://paulgraham.com/ambitious.html, One of the more surprising things I’ve noticed while working on Y Combinator is how frightening the most […]

By Liu-Yue Lam | 17 Mar 12 | Also posted in North America | Comments (0)

Reverse Engineering the Gecko and Other Advancements from the World of R&D

By Doug Hornig, Casey’s Research , Technology advances so fast that it’s impossible – even for people who dedicate their […]

By Liu-Yue Lam | 16 Mar 12 | Comments (0)

Jim Rogers Explains What All The China Bears Are Getting Wrong

By Mamta Badkar, From Business Insider, recently spoke with investment guru Jim Rogers on a myriad of issues.   You’re […]

By Liu-Yue Lam | 12 Mar 12 | Also posted in Africa / Middle East, Asia, The Big Picture | Comments (0)

Is China Already No. 1 Economically?

By Robert Samuelson, Real Clear Markets, Does China already have the world’s largest economy? Most economists think not, and there’s […]

By Liu-Yue Lam | 10 Mar 12 | Also posted in Asia, The Big Picture | Comments (0)

U.S. Becomes World’s Bread Basket Again

By Douglas A. McIntyre, From 247WallSt site, New data from the Department of Agriculture shows that, as world demand for […]

By Liu-Yue Lam | 01 Mar 12 | Also posted in North America, The Big Picture | Comments (0)

Student Debt Is Stifling Home Sales

Grads with high debt can’t get mortgages, even if they can afford them—another block to a housing recovery By Bob […]

By Aidualc | 29 Feb 12 | Also posted in North America, The Big Picture | Comments (0)

The Economic Process of Deleveraging Part Two – Why the US is Well Positioned

By crackerjack, from crackerjack finance.com site, The differences between the US situation post-financial crisis and Japan in 1990 are stark. […]

By Liu-Yue Lam | 28 Feb 12 | Also posted in Asia, North America, The Big Picture | Comments (0)

China’s Pledge to Support Europe: Reading the Tea Leaves

China’s recent announcements that it supports Europe lack details. The open questions are how might China invest and what it […]

By Aidualc | 27 Feb 12 | Also posted in Eastern Europe, The Big Picture, Western Europe | Comments (0)

The State of the World: A Framework

By George Friedman, Stratfor, The evolution of geopolitics is cyclical. Powers rise, fall and shift. Changes occur in every generation […]

By Liu-Yue Lam | 25 Feb 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, North America, The Big Picture, Western Europe | Comments (0)