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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.

Brain-Drain Panic Returns — This Time to Africa

By Jagdish Bhagwati, Chazen, While developed countries are angst-ridden over mostly illegal immigration by unskilled workers from developing countries, a […]

By Liu-Yue Lam | 22 Feb 12 | Also posted in Africa / Middle East, The Big Picture | Comments (0)

The Federal Reserve’s Explicit Goal: Devalue the Dollar 33%

By Charles Kadlec. Daily Reckoning, The Federal Reserve Open Market Committee (FOMC) has made it official: After its latest two […]

By Liu-Yue Lam | 19 Feb 12 | Also posted in North America, The Big Picture | Comments (0)

The Economic Process of Deleveraging Part One – What Happened in Japan?

By crackerjack, crackerjackfinance, The process of deleveraging has been in place since the onset of global recession and financial crisis […]

By Liu-Yue Lam | 16 Feb 12 | Also posted in Asia, North America, The Big Picture | Comments (0)

China Lone BRIC Among Top Emerging Markets

By Michael Patterson Bloomberg Markets Magazine When Antoine van Agtmael was traveling around Asia in the late 1970s, he became […]

By Aidualc | 15 Feb 12 | Also posted in The Big Picture | Comments (0)

Clean Up Your Portfolio: Ditch the Dirty Stocks

By Alyce Lomax America’s fiscal situation is a shambles, and our marketplace is fraught with dysfunction. We’ve let dirty dealers […]

By Aidualc | 08 Feb 12 | Also posted in North America, The Big Picture | Comments (0)

Order and Progress on the Rise in Brazil

From  Mark Mobius Blog, My worldwide pursuit of good investing bargains takes me to some magnificent countries. In my view, […]

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

Bull Market Nerves: Should You Stay in or Get Out Now?

With stocks sprinting to their best start in 25 years, it seems there is a lot of temptation to either […]

By Aidualc | 07 Feb 12 | Also posted in North America, The Big Picture | Comments (0)

A Contrarian’s Dream

By Doug Kass, The Street, Today’s dominant investor classes — individual investors, hedge funds and pension funds — have de-risked […]

By Liu-Yue Lam | 04 Feb 12 | Also posted in The Big Picture | Comments (0)

Living In A QE World

From www.ritholtz site, By James Bianco, All Central Bank Balance Sheets Are Exploding Higher, Or Engaged In QE The degree […]

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

Fed Outlook Good for Stocks, But What About Economy?

Fed Outlook Good for Stocks, But What About Economy? CNBC The Federal Reserve’s forecast that rates could stay extremely low […]

By Aidualc | 31 Jan 12 | Also posted in North America, The Big Picture | Comments (0)