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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.

How to read a 10-K like Warren Buffett

If you think you can be a great investor, you’d better enjoy working with one of the principal tools of […]

How to Judge a Business’s Durability

My last post listed examples of threats to a company’s durability. This post will be about how we assess those […]

Tunisia and the Arab Spring: Why the Results Are Different

Tunisia achieved the level of the success story based on the results of the recent political developments in the country. […]

Andreessen Horowitz: Why we’re not in the next tech bubble

by  Dan Primack Venture capital giant acknowledges some froth, but believes that today’s tech investing environment favors the private markets. […]

Altegris Survey Finds Investors Are Bullish On Alternatives

Majority of Investors Plan to Increase Allocation to Alternative Investments in 2015 A significant majority of high net worth and […]

Oxstones Food for Thought – July 2015 – How to Invest in America’s Economic Revival

By Liu-Yue (Louie) Lam, Global Investment Strategist, Oxstones Investment Club Warren Buffett wrote in his annual report – “Though we […]

With $21 Trillion, China’s Savers Are Set to Change the World

by Enda CurranJeff Kearns Few events will be as significant for the world in the next 15 years as China opening […]

Beyond the Greek Impasse

By George Friedman The Greek situation — having perhaps outlived the term “crisis,” now that it has taken so long to […]

America’s Most (and Least) Valuable States

A recent study estimates that the combined value of all land in the contiguous United States is worth nearly $23 […]

A researcher explains why Panamanians are the happiest people in the world

By Matthew DeBord, Business Insider, Gallup recently published its Gallup-Healthways State of Global Well-Being: “2014 Country Well-Being Rankings” report. For the […]