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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.

Soon The Economic Deluge

Soon The Economic Deluge Daniel Oliver Jr., 01.06.11, 4:10 PM ET The international monetary system set up at Bretton Woods […]

By Oracle | 08 Jan 11 | Also posted in The Big Picture | Comments (0)

Should You Short Defense Stocks?

Should You Short Defense Stocks? Rick Whittington, 12.30.10, 6:00 AM ET Downgrading the defense stocks in summer 2008 to sells […]

By Oracle | | Also posted in North America, Stocks | Comments (0)

The Pessimist’s Guide to 2011

By Morgan Housel, Motley Fool, I’m a long-term optimist. You should be, too. But even when you’re an optimist, a […]

By Liu-Yue Lam | | Also posted in North America, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

The Mortgage Interest Deduction and Negative Equity

Ted Gayer, Co-Director, The Brookings Institution The President’s Commission on Fiscal Responsibility and Reform recommended changing the mortgage interest deduction. […]

By Liu-Yue Lam | 07 Jan 11 | Also posted in North America, Private Equity, Real Estate | Comments (0)

Is the smart money right about China? Outlook 2011 & the next decade

By Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. China has been ranked as […]

By Liu-Yue Lam | 05 Jan 11 | Also posted in Asia, Real Estate | Comments (0)

Spain and Portugal Have No Clothes

From John Mauldin Europe’s tattered fringe won’t be able to sew up new loans without massive aid from a reluctant […]

By Liu-Yue Lam | 03 Jan 11 | Also posted in The Big Picture, Western Europe | Comments (0)

Mish: Ten economic and investment themes for 2011

By Mish Shedlock, investment advisor with  Sitka Pacific Capital Management and writer of Mish’s Global Economic Trend Analysis blog, 1. […]

By Liu-Yue Lam | 01 Jan 11 | Also posted in North America, Real Estate, The Big Picture, Western Europe | Comments (0)

India Vs. China: J.P. Morgan’s Banker To The Rich Picks The Former

Oct. 27 2010 – 6:16 pm | 2,785 views | 1 recommendation | 2 comments By MEGHA BAHREE The Bombay […]

By Oracle | 31 Dec 10 | Also posted in Asia | Comments (0)

The Poverty Of Ambition: Why The West Is Losing To China And India

Dec. 30 2010 – 11:44 am | 9,239 views | 0 recommendations | 17 comments By JOEL KOTKIN The last […]

By Oracle | | Also posted in Asia, The Big Picture | Comments (0)

Too Many Men?

Chazen Global Insights, In December 2010, Chazen Director Shang-Jin Wei briefed officials from the U.S. Department of Commerce on how […]

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