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Western Europe

ideas, thoughts, articles, news, tools, and information related to U.K., France, Germany, and other western european countries.

America’s Biggest Edge Over the Rest of the World

By Morgan Housel, Motley Fool,   Check out these recent headlines: “Japan’s population falls by record 244,000 in 2013” “China’s […]

By Liu-Yue Lam | 29 Apr 14 | Also posted in Asia, Food for Thought, North America, Statistics, The Big Picture | Comments (0)

Liv-ex 100 – does it reflect the market?

Liv-ex comes from London International Vintners Exchange, and it was established in 1999. The exchange offers a secure marketplace for […]

By PeterSmith | 17 Apr 14 | Also posted in Asia, Commodities, Finding Oxstones, Investment Wisdom, North America, Retirement & Savings, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Direct Lending Takes Off in Europe

By Noémie Bisserbe in Paris and Jeannette Neumann in Madrid, WSJ,   U.S. investment firms are peddling loans to small […]

By Liu-Yue Lam | 08 Apr 14 | Also posted in Finding Oxstones, Hedge Fund, Private Equity, Trends, Patterns, Indicators | Comments (0)

The best real estate plays in 25 years

By Lawrence Delevingne, CNBC, The global real estate market in 2039 will be city-centric, with an increased focus on Asia […]

By Liu-Yue Lam | 04 Apr 14 | Also posted in Africa / Middle East, Asia, Finding Oxstones, North America, Private Equity, Real Estate, Retirement & Savings, The Big Picture, Trends, Patterns, Indicators | Comments (0)

European non-core loan sales up 40 per cent, says PwC

From PwC, 2013 was a record year from a transaction perspective with EUR64bn of Europe’s non-core loans sold as part […]

By Liu-Yue Lam | 28 Mar 14 | Also posted in Hedge Fund, Private Equity, Real Estate, Trends, Patterns, Indicators | Comments (0)

Russia Examines Its Options for Responding to Ukraine

By George Friedman, Stratfor, The fall of the Ukrainian government and its replacement with one that appears to be oriented […]

By Liu-Yue Lam | 21 Mar 14 | Also posted in Eastern Europe, Food for Thought, North America, The Big Picture | Comments (0)

Russia-EU Trade Infographics

Illustration of Economic Interdependence By Pater Tenebrarum, RT and Der Spiegel have recently published a few infographics on trade between […]

By Liu-Yue Lam | | Also posted in Eastern Europe, Food for Thought, Statistics, The Big Picture | Comments (0)

Like Houdini, the Markets Escape Again and Again

By Stephen C. Sexauer, Allianz Global Investors, The Hungarians who fled Budapest in the 1930s have changed the world. This […]

By Liu-Yue Lam | 17 Mar 14 | Also posted in Asia, Food for Thought, Investment Wisdom, North America, The Big Picture | Comments (0)

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 […]

By Liu-Yue Lam | 12 Mar 14 | Also posted in Eastern Europe, Food for Thought, The Big Picture | Comments (0)

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 […]

By Liu-Yue Lam | 11 Mar 14 | Also posted in Commodities, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, North America, Stocks, The Big Picture | Comments (0)