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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What’s your TWA rating?
What’s your TWA rating? TWA is back. No, not the airline. This TWA is about your capacity to manage your own investments. Do you have the time, willingness and ability to be successful? Few do. There’s a way to find out. Time: Can you spare it? Do you have the time to manage your own investments? Of the 168 hours…
FOMO’s Evil Twin: COMO
We know that fear of missing out (FOMO) can drive bad decisions and behaviors, but how does that translate to dollars and cents for investors? What’s the COMO (cost of missing out) on your investment portfolio? New studies answer that question, and the news is not good. COMO at work COMO – cost of missing out – is the financial…
Catching a Thought Virus
Our own State Street right here in town is calling out investors and professionals in its just-released Folklore of Finance thought piece. Are you or your advisors guilty of sabotaging your own investment success? See if you are prey to these false folklores.
The 21st Century Family Investment Office
If you are not getting the Family Investment Office treatment perhaps it’s time for a change. Many people want FIO-level professionalism and end up trying to do it themselves at great expense, time, and risk. Ask yourself the question, “What would I do if I put few extra ‘zeros’ on the end of my accounts?”. The New Family Investment Office It may be time for…
Lose The Gloom with TEDxBoston
Whenever you see a quick market drop or a flood of bad news, like we did this week, it’s a good time to look around for the great things that are happening right now. The good news is, there ARE plenty of great things to be excited about. TED Talks are a prime example. Last week the TEDxBoston group gathered in Faneuil Hall’s “Great…
How Can I Benefit From The Indexing Flood?
Indexing trickle turning into a flood – what’s that got to do with me? For index investors – the so-called passive investors and their providers – the industry news this year continues to be an unbroken boulevard of green lights. Money is gushing into index products, investor expenses are plummeting, investments are worth more than ever. What’s going on, and…
Does The Biggest Pension Plan Know Something You Don’t?
CalPERS, the largest US public pension fund at $300 billion+ just rocked the investment world by announcing it will eliminate its hedge fund program. With its money and clout CalPERS has access to the best investments anywhere and everyone wants them as a client. Now they are saying no to hedge funds. Why? Is CalPERS trying to tell us something about…
5 Questions To Pass The Barrons Test
Barrons, the weekly journal published by Dow Jones since 1921 is widely considered to be a leader in financial journalism. When it published its recent “How To Pick A Financial Advisor” I decided to put Osbon Capital to the test. You can see the questions and answers yourself right here: Here are the subjects Barron’s recommends you discuss with any…
Overcoming Investment FOMO
Fear of missing out (FOMO) is a natural human feeling. No one wants to miss a big event, or in investing, a big payout. Which makes us wonder: Should I buy Twitter? Facebook? Google? Alibaba? Are there others I should know about but am missing out on somehow? How can I be sure to get in on the next big…
