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Brazil and Ecuador: Similar Political Institutions, Different Policy Outcomes

From The Brookings Institution Why have Brazil and Ecuador with similar electoral, partisan and presidential institutions produced significantly different policy […]

By Liu-Yue Lam | 19 Oct 10 | Also posted in Food for Thought, Latin America, The Big Picture | Comments (0)

How Other Countries Can Mimic China’s Growth

From Chazen Global Insights Over the past 30 years, China has experienced unprecedented GDP growth, with annual rates spiking as […]

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

The EU-Korea FTA: A Boost to Economic Recovery and a Challenge to the U.S.

From Brookings Institution, Ho-Jin Lee On October 6 in Brussels, on the sidelines of the 8th ASEM Summit of Heads […]

By Liu-Yue Lam | | Also posted in Asia, The Big Picture, Western Europe | Comments (0)

10 Year Treasury Yield, Fed Funds, and Inflation Comparisons since 1962

From Dshort website The chart below shows the 10-Year Constant Maturity yield since 1962 along with the Federal Funds Rate […]

By Liu-Yue Lam | | Also posted in North America, Retirement & Savings, Statistics, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Buying Pre-IPOs & Investing in Private Companies

Ever wanted to invest in an exciting private company Pre-IPOs? or participate in private placement of debt or equity? Check […]

By Liu-Yue Lam | 18 Oct 10 | Also posted in Finding Oxstones, Hedge Fund, North America, Oxstone Investment Commentary, Private Equity | Comments (0)

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 | | Also posted in Food for Thought, North America, Oxstone Investment Commentary, The Big Picture, Trends, Patterns, Indicators, Western Europe | 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, Oxstone Investment Commentary, 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, Oxstone Investment Commentary, Real Estate, Tools and Resources | Comments (0)

A Review of Warren Buffett’s Portfolio

The article listed below is a good review of Warren Buffett’s portfolio.  Since Warren Buffett is the world’s greatest investor […]

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