Oxstones Investment Club™Pressing problems All things being equal, it would be better for the country to have less debt. Nobody seriously disputes […]
Ukraine’s Increasing Polarization and the Western Challenge
By Eugene Chausovsky, Stratfor, Just days before the Ukrainian crisis broke out, I took an overnight train to Kiev from […]
Seth Klarman 2013 Letter to Investors: The Truman Show
From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]
America’s new opportunity cities
When the going gets tough, Americans move around. That’s been the pattern, at least, for much of the nation’s history, […]
The Renminbi’s New Normal
By Teresa Kong, Matthews Asia, The gyrations in Chinese money markets in the last few weeks have caused much alarm […]
Ukraine and the ‘Little Cold War’
By George Friedman, The Next 100 Years, We must consider the future of Eurasia after the fall of the Soviet […]
Forecast 2014: The CAPEs of Hope
By John Mauldin, Millennium Wave Advisors The Second Most Expensive Stock Market in the World Who’s Got Your Risk? Join […]
EM and the Fragile Five: Separating the Wheat from the Chaff
By Blaise Antin, David Loevinger, Anisha Ambardar, TCW Asset Management The shift in capital flows triggered by former Fed Chairman […]
Ukraine Turns From Revolution to Recovery
By George Friedman, Stratfor, The uprising in Kiev has apparently reached its conclusion. President Viktor Yanukovich and the opposition reached […]
Protesters in Lviv Raise the Stakes in Ukraine’s Crisis
From Stratfor, As the standoff in Independence Square continues in Kiev, the western part of Ukraine has added a more […]