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The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

Prime 50’s Off 5th Ave Luxury Hotel & Residential Condo Development Opportunity (Plaza District NYC)

Projected capital structure: $56.5MM ($20MM equity ($15.5MM for site acquisition), $36.5MM debt LTC 65%) 41.9k gsf (12 residential units 9k […]

By Liu-Yue Lam | 21 Jun 21 | Also posted in Finding Oxstones, Food for Thought, Fortune Cookie Wisdom, Investment Wisdom, Oxstone Investment Commentary, Private Equity, Real Estate, Retirement & Savings, Tools and Resources, Trends, Patterns, Indicators, Western Europe | Comments (0)

The Periodic Table of Commodity Returns (2021 Edition)

By Dorothy Neufeld, Visual Capitalist, The Periodic Table of Commodity Returns (2011-2020) Being a commodity investor can feel like riding […]

By Liu-Yue Lam | 19 Jun 21 | Also posted in Commodities, Finding Oxstones, Investment Wisdom, Retirement & Savings, Statistics, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

IMF chief says pandemic will unleash worst recession since Great Depression

By Andrea Shalal and David Lawder WASHINGTON (Reuters) – The pandemic sweeping the world will turn global economic growth “sharply […]

By Aidualc | 19 Jul 20 | Also posted in Africa / Middle East, Asia, Eastern Europe, Latin America, North America, Western Europe | Comments (0)

‘Health Silk Road’ heats up as China and U.S. boost efforts amid coronavirus

China’s not the only one working on the “Health Silk Road.”  As Beijing pushes for global health leadership amid the […]

By Aidualc | 23 Jun 20 | Also posted in Asia, Finding Oxstones, Food for Thought, North America, Private Equity, Trends, Patterns, Indicators | Comments (0)

The COVID-19 pandemic has three directions, and all point to new cases well into 2021

In one scenario, there will be a series of outbreaks in the next one to two years, smaller than the […]

By Aidualc | 22 Jun 20 | Comments (0)

Over 4 million in US will contract coronavirus if states fully reopen: Wharton model

New numbers from the Penn Wharton Budget Model show that reopening states could cause positive coronavirus case numbers to tick as high […]

By Aidualc | 12 Jun 20 | Also posted in North America, Statistics, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

The situation in China is even worse than you think, says this analyst with a history of accurate calls

Global stock markets are seeing their worst week since the 2008 financial crisis as the reality of the unprecedented COVID-19 […]

By Aidualc | 08 Apr 20 | Also posted in Asia, Tools and Resources | Comments (0)

The Trump Presidency Is Over

When, in January 2016, I wrote that despite being a lifelong Republican who worked in the previous three GOP administrations, I would […]

By Aidualc | 01 Apr 20 | Also posted in Food for Thought, North America | Comments (0)

Wanna Know Why Kim Jong-Un Is Smiling? He’s ‘Sitting’ on Trillions of Dollars.

North Korea has a lot of wealth–just below the surface.  by Patricia Schouker  Key point: South Korea estimates the value of the […]

By Aidualc | 30 Mar 20 | Also posted in Asia, Commodities, Finding Oxstones, Food for Thought, Private Equity | Comments (0)

Report of the WHO-China Joint Mission on Coronavirus Disease 2019 (COVID-19)

https://www.who.int/docs/default-source/coronaviruse/who-china-joint-mission-on-covid-19-final-report.pdf

By Aidualc | 27 Mar 20 | Also posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, North America, Statistics, Tools and Resources, Western Europe | Comments (0)