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Oxstone Investment Commentary

Many people have asked the question what happens to an economy after a financial crisis?

Many people have asked the question what happens to an economy after a financial crisis? Although there is no definitive […]

By Liu-Yue Lam | 18 Oct 10 | Also posted in Food for Thought, North America, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

Oxstones Food for Thought – Why Bank Lending is Not Coming Back Anytime Soon

Oxstones Food For Thought – October 2010 Why Bank Lending is Not Coming Back Anytime Soon By Liu-Yue (Louie) Lam, […]

By Liu-Yue Lam | 17 Oct 10 | Also posted in Food for Thought | Comments (0)

So how can you trade the banking/real estate theme?

By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management Based on the scenario I mentioned in my article (Why Bank […]

By Liu-Yue Lam | 13 Oct 10 | Also posted in Commodities, Finding Oxstones, North America, Real Estate, Stocks | Comments (0)

Oxstones Customized Cap Rate Model for CRE Collateral Valuation

Studies have shown that there is a high correlation between CRE loan defaults and asset value mispricing.  Therefore the key […]

By Liu-Yue Lam | 07 Oct 10 | Also posted in Commodities, Food for Thought, North America, Real Estate, Tools and Resources | Comments (0)

Why we should be investing in commodities?

Why we should be investing in commodities? The most important reason is not only diversification of asset classes in a […]

By Liu-Yue Lam | 16 Sep 10 | Also posted in Commodities, Investment Wisdom | Comments (0)

Is the Chinese stock market selling at too much of a discount to its true economic potential?

Is the Chinese stock market selling at too much of a discount to its true economic potential? The following chart […]

By Liu-Yue Lam | 09 Sep 10 | Also posted in Asia, Finding Oxstones, Food for Thought, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

China’s Green Revolution

China’s Green Revolution The NY Times article listed below provides a detailed analysis of the interconnection between Chinese clean technology […]

By Liu-Yue Lam | | Also posted in Asia, Commodities, Food for Thought, Stocks, The Big Picture | Comments (0)