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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Another Year of Surprises
Welcome to 2011. You would have to be a mental magician to remember exactly what you were thinking a year ago today as 2010 popped its head up over the horizon. What I recall is that most investors, rocked by the disaster of 2008 and unconvinced by the partial rebound of 2009, were feeling pretty skittish going into 2010. That…
Gold’s value is its difference
There seem to be as many opinions today on the current price of gold as there are letters in the alphabet. Let’s look at the cold hard ABCs of gold for some clues on investment strategy.
The rarity of an “average” year
Barring any big market swings in the last few days of 2010, the year’s performance will be pretty average. The S&P 500 is up about 9 percent for the year, very close to the index’s annualized total return of 8.8 percent for the period 1988 to 2009.
