Client Portals

Weekly Articles by Osbon Capital Management:

Week 15: Better Than It Looks, New Crypto Projects

Apr 13, 2022 - Max Osbon ( 5 mins to read)

Briefing: Declinism is chic, but things are better than they look. | Hivemapper cameras allow drivers to earn Solana-based HONEY token in exchange for providing fresh maps of local streets. It’s Better Than It Looks John shared a great book with the team recently titled “It’s Better Than It Looks” by Gregg Easterbrook (2018). I wholeheartedly agree with Michael Sherman’s WSJ review of the...

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Week 14: AI Progress, Solar Innovation, Axie Crypto Hack

Apr 6, 2022 - Max Osbon ( 5 mins to read)

Briefing: OpenAI completed an impressive next step forward for AI with a tool that generates detailed complex images based on text-only prompts. | Stanford researchers were able to create a solar panel that generates power at night via geothermal effects. | Crypto-related financial crimes are easier for law enforcement to track. | The Fed reloading their tool kit can be interpreted as a positiv...

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Week 13: Narratives, Decentralized Telecom & Valuations

Mar 30, 2022 - Max Osbon ( 4 mins to read)

Briefing: Narratives drive markets. Sometimes the news is so persistently negative that people forget that good news is possible. | The decentralized telecom network Helium raised $200m after growing its network of active routers by 128% over the past six months. | Valuations in US equity markets are at, to slightly below, the 10-year average. Narratives Narratives have a big impact on ...

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Week 12: Real Estate Woes, Uptrends and Building Faster

Mar 23, 2022 - Max Osbon ( 7 mins to read)

Briefing: Investors are buying too many houses while active listings are at record lows. | After a long sell-off markets are likely back in an upward trend. | 50 years ago we were much faster at building physical infrastructure. Real Estate Woes A current story familiar to everyone is the difficulty of purchasing a home in 2022. The numbers behind the trend are staggering. In 2016 there w...

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Week 11: Buy Strike, Automation and Cybersecurity, Nuclear Shipping Containers

Mar 16, 2022 - Max Osbon ( 5 mins to read)

Briefing: The Fed hiked rates by .25% yesterday for the first hike since 2018. | Despite volatile price swings, we're still very much in an innovation boom. | In a big step forward for clean energy, Radiant has secured financing to create portable nuclear fission reactors. The Fed Makes Its First Move Yesterday, the Fed meeting resulted in a .25% hike to the Fed Funds rate, the first rais...

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Week 10: Russia, Patience and The Future

Mar 9, 2022 - Max Osbon ( 5 mins to read)

Briefing: Managing risk for Russia & Ukraine | Patience pays when waiting for bear markets to end. | David Friedberg's new product Cana has the potential to turn the beverage industry into a decentralized platform business. Russia & Ukraine Today marks two weeks into the Russian invasion of Ukraine. It's been helpful to me to consider this under a framework of expectations. It appears tha...

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Week 9: Past, Present, Future

Mar 2, 2022 - Max Osbon ( 5 mins to read)

Past, Present & Future First, we stand in solidarity with the citizens in Ukraine who are suffering tremendous hardships due to unfortunate geopolitical forces outside of their control. The past two years We wrote last week that easing COVID restrictions will help with inflationary pressures by reducing global supply chain complexity. Many mask mandates are ending next week, and compan...

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Week 8: When Policies Act Like Taxes, Introducing AI, and NFTs

Feb 24, 2022 - Max Osbon ( 6 mins to read)

Briefing: Covid policies act as an additional tax on the global economy. Reducing restrictions should reduce the inflation print, which is vital to the Fed's raising rates. | AI is now helping to advance Fusion energy development. | NFTs are polarizing. When policy acts as a tax I can't remember a time in the last ten years when there wasn't a solid rational reason for public market inves...

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Week 7: Airbnb, Zombie Companies and Jamie Dimon

Feb 16, 2022 - Max Osbon ( 7 mins to read)

Briefing: Airbnb is an excellent example of a positive-sum business, one that has generated $150B in booking revenue for its hosts while unlocking previously unavailable real estate for travel. | Zombie Companies are companies that do not generate enough earnings to cover the cost of their debt, but that’s not the whole story as times have changed. | JPMorgan opened a small location in Decentra...

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