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The Big Picture

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

Midterm Elections: Past and Present

From American Century Investments website, With the passing of the Labor Day weekend two weeks ago, you may have noticed […]

By Liu-Yue Lam | 05 Nov 10 | Also posted in North America, Statistics, Stocks, Trends, Patterns, Indicators | Comments (0)

Fed’s Plan Sets Stage for Yields to Decline

by Tom Lauricella and Mark Gongloff, WSJ The Federal Reserve on Wednesday set the stage for falling yields on bonds […]

By Liu-Yue Lam | | Also posted in Food for Thought, North America, Trends, Patterns, Indicators | Comments (0)

The World Looks at Obama After the U.S. Midterm Election

By George Friedman, Stratfor, The 2010 U.S. midterm elections were held, and the results were as expected: The Republicans took […]

By Liu-Yue Lam | 04 Nov 10 | Also posted in Food for Thought | Comments (0)

Lessons From a Lost Decade

From John P. Hussman, Ph.D.,  Website.  – HussmanFunds. Over the past decade, stock market investors have experienced enormous volatility, including […]

By Liu-Yue Lam | | Also posted in Hedge Fund, Investment Wisdom, Stocks | Comments (0)

Goldman: The Dollar Needs To Fall Much, Much Further

By Vincent Fernando, CFA, Business Insider Forget about hyperinflation, a falling dollar might not even cause moderate inflation in the […]

By Liu-Yue Lam | | Also posted in Trends, Patterns, Indicators | Comments (0)

How Social Media will disrupt the traditional “Retailing” Model

By Harish Kotadia, MyVenturePad.com Groupon, the “localized” deal of the day website has witnessed phenomenal growth in the last one […]

By Liu-Yue Lam | 03 Nov 10 | Also posted in Food for Thought, Private Equity, Trends, Patterns, Indicators | Comments (0)

Why Commercial Real Estate Isn’t Swamped with Foreclosures

By ABIGAIL FIELD, Daily Finance, The residential real estate market is drowning in foreclosures as the crisis there continues to […]

By Liu-Yue Lam | | Also posted in Food for Thought, North America, Real Estate | Comments (0)

Keynesian Confusion

by Michael E. Lewitt, Harchcapital “At the present moment people are unusually expectant of a more fundamental diagnosis; more particularly […]

By Liu-Yue Lam | | Also posted in Asia, Food for Thought, Fortune Cookie Wisdom, Investment Wisdom, North America | Comments (0)

How Does China’s Manufacturing Keep Growing?

By Douglas A. McIntyre, 247wallst.com China’s manufacturing sector somehow keeps growing. The expansion even accelerated in October. The central government’s purchasing […]

By Liu-Yue Lam | 02 Nov 10 | Also posted in Asia, Private Equity | Comments (0)

What I Learned About Entrepreneurship Through 15 Angel Investments

by Neil Patel, quicksprout.com Over the last 2.5 years I made 15 angel investments with my own cash. Although I […]

By Liu-Yue Lam | | Also posted in Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, North America, Private Equity | Comments (0)