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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.

Indonesia’s Global Significance

By George Friedman, Stratfor, I am writing this from Indonesia. Actually, that is not altogether a fair statement. I am […]

By Liu-Yue Lam | 04 Aug 11 | Also posted in Asia, The Big Picture | Comments (0)

NIA Exposes Debt Ceiling Truth

By National Inflation Association, NIA hasn’t written about the whole debt ceiling issue over the past few weeks because in […]

By Liu-Yue Lam | 03 Aug 11 | Also posted in Asia, North America, The Big Picture | Comments (0)

Commentary on The Oakmark International and International Small Cap Funds

Commentary on The Oakmark International and International Small Cap Funds 6/30/2011 By David G. Herro, CFA, Portfolio Manager, Oakmark website, […]

By Liu-Yue Lam | 28 Jul 11 | Also posted in North America, The Big Picture, Western Europe | Comments (0)

Investing Ahead of the Curve

By Eric Fry, for The Daily Reckoning A fertile imagination is usually the enemy of successful investing. Imaginative investors tend […]

By Liu-Yue Lam | 25 Jul 11 | Also posted in North America, The Big Picture, Western Europe | Comments (0)

Right Place to Crash the Plane; Time Running Out for Europe; Nanny State or a Breakup?

By Mike “Mish” Shedlock, globaleconomicanalysis.blogspot.com Steen Jakobsen, chief economist for Saxo Bank in Copenhagen, pinged me with a personal thought […]

By Liu-Yue Lam | 20 Jul 11 | Also posted in The Big Picture, Western Europe | Comments (0)

Pharmaceutical distribution in Central Europe in 2011: liberalisation of non-pharmacy and online sales

Pharmaceutical distribution has been liberalised further in Central Europe in 2011, with Bulgaria making the online sale of medicines legal […]

By pmr | | Also posted in Eastern Europe, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

In Brazil, a Labor Market Bubble?

By Kenneth Rapoza, Forbes Blog, This might be the kind of bubble you want, one in which nearly the entire […]

By Liu-Yue Lam | 19 Jul 11 | Also posted in Latin America, The Big Picture | Comments (0)

Banks send Wall Street lower on U.S., Europe debt fears

By Aleksandra Michalska NEW YORK (Reuters) – Stocks fell more than 1 percent on Monday as concerns the United States […]

By M Guliyev | 18 Jul 11 | Also posted in North America, The Big Picture, Western Europe | Comments (0)

China crash coming? Don’t bet on it

By Jim Jubak, MSN Money, Is China’s economy headed for a hard landing in 2011 or 2012? I don’t think […]

By Liu-Yue Lam | 16 Jul 11 | Also posted in Asia, The Big Picture | Comments (0)

Hugo Salinas Price and Michael Pettis on the Trade Imbalance Dilemma; Gold’s Honest Discipline Revisited

By Mike “Mish” Shedlock, globaleconomicanalysis.blogspot.com Michael Pettis at China Financial Markets gets to the heart of the trade imbalance issue […]

By Liu-Yue Lam | 15 Jul 11 | Also posted in Asia, North America, The Big Picture, Western Europe | Comments (0)