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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It’s all about you, or should be
Do you ever wonder if your investment portfolio is really customized to you? Are you concerned that you might be part of some “mass custom solution” where tens of thousands of people with some similarity to you are thrown into the same portfolio? Do you suspect that your investments are really an assortment of product placements? Fair questions. Let’s look closely…
Which Rockstar Investor Are You?
Let’s try something different this week and have some fun, too. Have you ever wondered what kind of Rockstar Investor you are? Take the quiz to find out. (Disclosure: no professional investment rockstars were harmed in the making of this project). Max Osbon- mosbon@osboncapital.com
7 Ways to Raise Your Expectations
Are you completely happy with your portfolio and investment professional? Or are you stuck in the 20th century model where they make, you buy, whether it fits or not? Despite all the positive changes happening in the investment industry, many providers have been slow to give investors the options, transparency and value they deserve. To all those investors, we have…
5 Ways To Tell You Are A Professional
Wealthy individuals often get there because they were successful at something other than investing. Building a business, developing real estate, perfecting a technological or medical breakthrough, taking smart chances, investing in oneself – these can create substantial financial wealth. After you have worked for your money and it’s time for your money to work for you, it’s important to ask yourself this: “how professional am…
Warren on “you” – from his 50th Annual Report
Warren Buffet wrote his first annual report to investors in 1965, a year before the first Super Bowl and seven years after the S&P 500 index was established. Little could anyone know then how his company and his wisdom would affect modern investing. His 50th report came out online Saturday morning and like many other people I read it with great…
The Power of Doubt
Doubt is a powerful tool. Although an unsettling emotion, a healthy dose can uncover dangerous illusions or costly omissions. This is especially valuable in investing where certainty is the rare exception. In fact, if you’re feeling too certain, you may have missed something important along the way. Here are five ways to use doubt to your benefit. 5 Doubts and the…
Buffett’s wager on S&P 500 vs. hedge funds: Year 7
How time flies. It’s now been seven years since Warren Buffett wagered one million dollars that an S&P 500 index fund would outperform the picks of a prominent hedge fund manager over a ten-year period. Another year of returns is in. Who’s ahead? Protege Partners must now hate this time of year You may recall this bet. We report on…
Scared? Try this instead.
Predictions of higher interest rates are as common as complaints about snow in Boston this winter. When will it end? We know our record snowfall will end but forecasting the end of low interest rates is no sure thing. Just ask Bill Gross, the Bond King, who guessed so wrong that he lost both his crown and his job with…
Are You “Meaningful?” 5 Ways To Know
True story. “My advisor at (important name firm) told me my account was ‘not meaningful.” I heard this twice in one week from two different potential clients so I decided to write about it. We all want to feel important, as a friend, colleague or client. We all want to matter, to be “meaningful.” Are you meaningful to your investment advisor?…
