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The Big Picture

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

A Soft Landing For Brazil As Output Slows And Growth Centers On Middle Class

By Agustino Fontevecchia,, Forbes Blog, Money managers, bankers, traders, and analysts agree that the Brazilian economy is headed for a […]

By Liu-Yue Lam | 14 Aug 11 | Also posted in Latin America | Comments (0)

Are Hedge Funds ‘Too Big to Fail’?

By Gregory Zuckerman, WSJ, Who’s afraid of hedge funds? A year after Dodd-Frank was signed into law, regulators still have […]

By Liu-Yue Lam | 13 Aug 11 | Also posted in Food for Thought, Hedge Fund, North America, Western Europe | Comments (0)

Oxstone Food for Thought – The Stock Market Roller Coaster Ride

By Liu-Yue (Louie) Lam, Chief Investment Strategist, Oxstone Capital Management,    8/12/11 For the past few weeks stock markets around the […]

By Liu-Yue Lam | 12 Aug 11 | Also posted in Food for Thought, Oxstone Investment Commentary, Stocks | Comments (0)

Financial Turmoil Evokes Comparison to 2008 Crisis

By NELSON D. SCHWARTZ, NY Times, It feels eerily familiar: Stocks are plummeting. The economy is slowing. Politicians are scrambling […]

By Liu-Yue Lam | | Comments (0)

Cyber Wars

By Doug Hornig, Casey’s Research, It is often alleged that our future wars will be fought largely in cyberspace, with […]

By Liu-Yue Lam | 08 Aug 11 | Also posted in North America | Comments (0)

What Investors Need to Know About America’s Debt Crisis

By Chris Mayer, The Daily Reckoning Forget the government nonsense about the U.S. debt ceiling “deal.” All the posturing, scolding […]

By Liu-Yue Lam | 07 Aug 11 | Also posted in North America, Western Europe | Comments (0)

Indonesia’s Global Significance

By George Friedman, Stratfor, I am writing this from Indonesia. Actually, that is not altogether a fair statement. I am […]

By Liu-Yue Lam | 04 Aug 11 | Also posted in Asia, Food for Thought | Comments (0)

NIA Exposes Debt Ceiling Truth

By National Inflation Association, NIA hasn’t written about the whole debt ceiling issue over the past few weeks because in […]

By Liu-Yue Lam | 03 Aug 11 | Also posted in Asia, North America | Comments (0)

Commentary on The Oakmark International and International Small Cap Funds

Commentary on The Oakmark International and International Small Cap Funds 6/30/2011 By David G. Herro, CFA, Portfolio Manager, Oakmark website, […]

By Liu-Yue Lam | 28 Jul 11 | Also posted in Food for Thought, North America, Western Europe | Comments (0)

Investing Ahead of the Curve

By Eric Fry, for The Daily Reckoning A fertile imagination is usually the enemy of successful investing. Imaginative investors tend […]

By Liu-Yue Lam | 25 Jul 11 | Also posted in Food for Thought, North America, Western Europe | Comments (0)