Insights on markets, emergent trends, history, innovation, risk management, global economics, strategy, policy, and other topics that catch our attention. Inspired by ongoing research, conversations and events. Written and edited by Osbon Capital Management and published every Thursday morning.

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2024 will bring more positive novel surprises. New years always do. In 2023, it was the dramatic acceleration in AI, which touches nearly every industry, and the early stages of an answer to the obesity epidemic with GLP-1s. Here is a list of what’s on our minds going into 2024.

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Why You Need What No One Wants

There aren’t too many investments selling today at their 2010 prices. Not the stock market, up more than 100% since then. Or the bond market, lower in yield by 50% and therefore much higher in price. Or real estate which has surged broadly since that time. What’s left? Gold!, the investment that is fast becoming completely unloved. Why own gold…

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7 Ways Investment Professionals Add Value

Sure, you could save a lot of money if you eliminated all the specialized professionals in your life. You could rewire your own kitchen, represent yourself in court, and suture up your next nasty cut. You could, but you probably won’t. Because the benefit of hiring a professional outweighs the cost. The same applies in investing, although many still try…

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One Form Can Save You $2 Million

You’d have to be paying very close attention to recent IRS comments to know that your potential estate tax just went down $2 million. How is this possible? Aren’t taxes going up everywhere? Not for some wealthy folks and their heirs. Does this apply to you? Here’s what the IRS has posted lately. Death and taxes They say you can…

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Now You’re An Expert On China

Chinese stocks were up 150 percent since last November and now they are down 35 percent since June. The popular business press is reporting more and more on the Chinese stock market up and downs. What’s going on? Should you care, and should you invest? Here are a few facts that will put you ahead of the discussion. How big is China?…

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EMMA will make you smarter

Did you ever have the sense you were somehow being taken advantage of when buying or selling a municipal bond?  It’s not a good feeling. But with EMMA, the Electronic Municipal Market Access, you will never experience that again. This online system lets you see all muni bond trade prices as they happen.  In terms of providing transparency and protecting your interests, it…

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The Secrets to Better Investing are Not Secrets

Most providers of investment guidance want you to believe that they have some kind of mysterious secret, a magic key that unlocks a hidden universe of market-beating performance. Maybe it’s proprietary company research, access to exclusive hedge funds, or the decoder ring for price/volume charts. The complexity of these secrets may make them seem important and compelling, but we know…

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The Best Kept Secret In Higher Education

  If you or your child could get a Harvard education at 25 percent of its usual cost and with no application required, would you do it?  Do you even believe it is possible? With a dismally low acceptance rate at Harvard University and tuition bills that should only be opened while sitting down, a Harvard education just doesn’t seem attainable for…

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Team Osbon Results at The Wall St Decathlon 2015

This past weekend, 85 men, 9 women and 39 teams got together at DaSilva Memorial Field at St John’s University in New York for the 7th annual Wall St Decathlon. Benefiting the Memorial Sloan Kettering Pediatric Cancer Research Center, the event has raised over $6M since its debut in 2009 and raised over $1.3M this year alone. What is the Wall…

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5 Reasons Hiring A Professional Takes You Further

Have you ever tried fixing something in your home and found yourself in over your head? Talk to anyone who’s ever tried to do a home construction project without help and you’ll likely hear one thing over and over, “I wish I had hired a pro.” Pros have the experience, tools, discipline and judgment to map out strategy, execution and operational details on…

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