Archives:
The Big Picture

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

Jim Rogers on the Coming Fiscal ‘Catastrophe’

By YUVAL ROSENBERG, The Fiscal Times, Renowned investor Jim Rogers is still worried. As the U.S. heads for the fiscal […]

By Liu-Yue Lam | 23 Aug 12 | Also posted in Asia, Food for Thought, Fortune Cookie Wisdom, Investment Wisdom | Comments (0)

Huge investment opportunity in Western Balkans

Region of Western Balkans in South Eastern Europe has enormous growth potential. Short term potential of regional capital markets is […]

By BEFFund | 22 Aug 12 | Also posted in Eastern Europe, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, Statistics, Stocks, Trends, Patterns, Indicators | Comments (0)

Will the Crop Crisis Trigger Inflation?

By Bud Conrad, Casey’s Research Our news media have not given enough attention to the very serious heat problems of […]

By Liu-Yue Lam | 16 Aug 12 | Also posted in Africa / Middle East, Asia, Commodities, Eastern Europe, Food for Thought, Latin America, Trends, Patterns, Indicators | Comments (0)

Comeback Nation: Why the U.S. Economy Is Much Stronger Than You Think

From http://www.theatlantic.com/business/archive/2012/08/comeback-nation-why-the-us-economy-is-much-stronger-than-you-think/260634/ Quite like an Olympic sport, hand-wringing about “America’s decline” is popular, practiced all around the world, and often […]

By Liu-Yue Lam | 09 Aug 12 | Also posted in Food for Thought, North America | Comments (0)

China’s Growing Pains

By Mark Mobius, http://mobius.blog.franklintempleton.com/2012/08/01/chinas-growing-pains/#more-1620 Many feel that China is the engine for the world economy, and worry that if it […]

By Liu-Yue Lam | 08 Aug 12 | Also posted in Asia, Food for Thought | Comments (0)

Big Game Hunting…in the Philippines

By Chris Mayer, Daily Reckoning, People often ask me where I find my off-the-beaten-path ideas. One of the best ways […]

By Liu-Yue Lam | 06 Aug 12 | Also posted in Asia, Commodities, Food for Thought, Private Equity, Real Estate, Stocks | Comments (0)

Oxstones Food For Thought – August 2012 – Core Europe, Emerging Europe – One Door Closes, Another Door Opens!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club A long time ago, as an idealistic NYU student […]

By Liu-Yue Lam | 03 Aug 12 | Also posted in Eastern Europe, Food for Thought, Oxstone Investment Commentary, Private Equity, Real Estate, Stocks, Western Europe | Comments (0)

Doug Kass Tells Barrons His ‘Favorite Short For The Next Decade’

By Sam Ro and Simone Foxman, Business Insider, This week’s issue of Barron’s has a great interview with Doug Kass, […]

By Liu-Yue Lam | 02 Aug 12 | Also posted in Food for Thought, North America | Comments (0)

“It’s Been A Fun Ride, But Prepare For A Global Slowdown”

By Tyler Durden , Zero Hedge, While in principle central banks around the world can talk up the market to infinity […]

By Liu-Yue Lam | 31 Jul 12 | Also posted in North America, Western Europe | Comments (0)

Countries Where Women Do Not Feel Safe

While the march towards gender equality slowly progresses around the world, one disturbing issue remains unresolved — safety for women. […]

By Aidualc | 26 Jul 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, North America, Western Europe | Comments (0)