Client Portals

ARTICLES

Written by Max & John Osbon

Weekly Articles by Osbon Capital Management:

Routine, Complex and Innovative Investment Management

The three tiers of managing wealth

Feb 4, 2020 - Max Osbon ( 5 mins to read)

Let’s take a break from politics and global health to talk about your portfolio management. There are three necessary components of your investment management. You're familiar with the first part, all of the routine tasks typically associated with investing. Eventually there’s a need for the second element, where advanced analysis kicks in. Forward-looking and innovation-based activities compri...

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The Math of Retirement

3 Important Questions

Jan 29, 2020 - Max Osbon ( 5 mins to read)

There are many ways to look at your financial circumstances over the course of a lifetime, but at some point we all give some thought about how well prepared we are for retirement. Will money be tight, or will we have plenty to live the life we envision? Do we need to make changes in investments, spending or expectations? Let’s explore three financial elements that affect the math of retirement...

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More Spending, No Recession

Consumers Rule the Economy

Jan 22, 2020 - John Osbon ( 5 mins to read)

Investors are always on the lookout for the next recession, because a recession can slow down or reverse portfolio appreciation for a year or two. Moreover, a recession reveals a lot of investment mistakes which no one likes to be reminded of. Here are three measures to look at when trying to determine if a recession is coming and if any portfolio adjustments may be needed. More money in con...

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Stalemate Investing, Positively

January and Onward

Jan 15, 2020 - John Osbon ( 4 mins to read)

Most years start the same way. Investors look closely at the price action during the first day, week or month of the new year. No matter which way investments go, price action in the first month is a poor indicator of future returns. Then there are politics, threats of violence around the world, and earnings reports to consider. Declaring an investing stalemate and doing nothing or going to cas...

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A Fantastic Investment Story

Bill Browder’s Russian Capitalism Saga

Jan 8, 2020 - Max Osbon ( 7 mins to read)

Red Notice is the incredible story of Bill Browder’s bold journey from young American investor to the largest foreign investor in Russia. This success made him a personal enemy of Russia’s most dangerous oligarchs and public officials. The details are unbelievable and the lessons valuable. The first half of the book focuses on how Bill’s intuition and curiosity led him to a 10,000% return via a...

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Get State Owned Enterprises Out of Emerging Markets

Dec 31, 2019 - John Osbon ( 4 mins to read)

Emerging markets are an important asset class that include major countries with massive populations like China and India. Emerging market investments have been accessible for decades, but they’ve often included state-owned enterprise (SOE) holdings — whether you’ve wanted them or not. Maybe you didn’t. State Owned Enterprises are notoriously inefficient, often conflicted and sometimes even over...

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Individual Securities Vs. Indexes: Investing’s biggest competition

Dec 24, 2019 - John Osbon ( 4 mins to read)

Nothing is more central to our economy than competition. Competition rewards innovation, smart investments and cost control. We see competition between local restaurants and between global giants like Amazon and FedEx. We also see — and benefit from — competition between divergent ideas and business methods. In the investment world, the competition between stock pickers and indexers has been ra...

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The Simple Power of a Favor

From time to time, we write about things that have nothing to do with investing...

Dec 18, 2019 - Max Osbon ( 4 mins to read)

Favors are magic. They solve problems and open doors. They demonstrate loyalty and interest. They strengthen relationships. Simple favors can mean so much for the receiver, but they can also pay huge dividends for the sender. Earlier this year a friend of mine, Alyssa O'Toole, a local entrepreneur who runs Musicians Playground, asked me to take a look into her business to see what can be imp...

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Small Stocks for Big Gains

Dec 10, 2019 - John Osbon ( 6 mins to read)

As we enter the final month of the final year of the decade, investors face the eternal question: how much should I have in stocks at this point? As a start on that answer, we must acknowledge that thinking about stocks as one asset class really is an oversimplification. I suggest we look first at a subset of the stock universe that is generally considered the highest potential return element o...

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