Client Portals

John Osbon's posts

Weekly Articles by Osbon Capital Management:

The Big Cash Glut

The dollar is searching for a standard

Feb 10, 2021 - John Osbon ( 6 mins to read)

The term “too big to fail” was coined following the collapse of Lehman Brothers bank in the heat of the 2008 financial crisis. The Fed chose this term to describe a company with so much complexity and interconnectedness that if they failed they would create an unacceptable amount of financial damage for the rest of the economy. This switch to too-big-to-fail policy ushered in the era of the QE ...

READ MORE ›

SPACs Must Be Evaluated Like Any Investment

Increasing access for individual investors

Jan 27, 2021 - John Osbon ( 5 mins to read)

There is a lot of talk about the stock market of 2000 and concerns of a bubble. Yet out of that dot com bubble came Amazon, Apple and many other invaluable innovative technology companies. Twenty years later that internet-crazed market is much more valuable than it was in 2000 and many more investment choices are available. In a similar way today there are surely bubble and overvaluation aspect...

READ MORE ›

Value Is Where You Find It

Focusing on quality above all else

Jan 13, 2021 - John Osbon ( 5 mins to read)

In elementary terms, value investing means investing when you feel the price is below what it should be. This value philosophy has created many successful billionaire investors like Seth Klarman, Warren Buffett and others. It’s an intuitive philosophy. One should always seek to invest at levels consistent with the value concept. The challenge today is many traditional metrics of value no longer...

READ MORE ›

Themes To Consider In 2021

Transitioning into the new year

Dec 23, 2020 - John Osbon ( < 1 minute to read)

As we close this calendar year and head into 2021, we have an opportunity to reflect on the major changes taking place. Change is a constant. However, the change experienced this year has accelerated due to COVID. We have included links to five of our most valuable investment articles of 2020 (below) to highlight trends we’ve identified and expect to continue for many years. We will send our first article of the new year on Thursday, January 7th at 6am. Happy Holidays! Major Themes a...

READ MORE ›

Five Books to Add To Your List This Holiday Season

Books That Are Against All Odds

Dec 16, 2020 - John Osbon ( 5 mins to read)

Elon Musk, Phil Knight, General McChrystal, Bill Browder and the Royal Family have excellent lessons to share on overcoming adversity. When you read about General McChrystal’s experience, you can see that we live in an increasingly complex world where adaptability has become more valuable than efficiency. Here are five engaging books for your holiday reading list covering the theme of progress ...

READ MORE ›

A Very Happy Thanksgiving To You

Nov 25, 2020 - John Osbon ( 2 mins to read)

In this age of abundance and challenge, the communal practice of giving thanks is something to be grateful for in and of itself. Taking the time to give thanks is an opportunity for a perspective reset. It allows us to step beyond whatever challenge-du-jour we have faced and step into a place of empathy and connection. Words that come to mind this Thanksgiving are gratitude, richness, simplicity, friendship, family, and charity. This year is not without its trials and sorrow, but also o...

READ MORE ›

An Update On Vaccines 

Return to Normal in 2022

Nov 18, 2020 - John Osbon ( 5 mins to read)

The first case of COVID was Nov 17th 2019, exactly one year ago. Moderna announced a 94.5% effective vaccine this week. Pfizer’s vaccine is 95% effective and ready for emergency use approval by the FDA in one month. We can expect more effective vaccines from Regeneron, Johnson & Johnson, Sanofi and Roche which are nearing new stock price highs this week. Small and large companies are working to...

READ MORE ›

A Short Comment on the Bull Case

Looking Forward to Better

Oct 28, 2020 - John Osbon ( 5 mins to read)

We have been stuck in a range-bound territory for broader market indices since the beginning of September. The election is imminent and the virus activity in many parts of the world is returning. The lack of the stimulus plan and potential monopoly regulation adds to anxiety, understandably so. Despite all of this, we see a positive road ahead for investors who take the longer view. Here is why...

READ MORE ›

Investing in the Next Fiscal Stimulus

Winners and Losers

Oct 14, 2020 - John Osbon ( 7 mins to read)

We all know there is a great deal of uncertainty about the next election, who will win, who will have control and who the new players will be. By design, the US experiences a major reshuffling every four years in our political structure. Despite the unpredictable changes, one thing is clear: there will be more fiscal stimulus going forward. There is at least one and possibly more fiscal stimulu...

READ MORE ›