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John Osbon's posts

Weekly Articles by Osbon Capital Management:

Look at What They Do, Not What They Say

Positive news out of Congress contrary to the major headlines

Aug 6, 2019 - John Osbon ( 5 mins to read)

One piece of good news got buried in last week’s falling stock prices and the rush to safety in the bond market. This Bloomberg headline from last Friday says it best: Trump Has Signed Budget and Debt-Limit Legislation. Why is this such good news and what impact does it have on your financial and investment life? Aside from the messy political rhetoric, here’s what happened and here’s how we ca...

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A History Lesson from Ray Dalio

A look into the past investment decades and where we are today

Jul 24, 2019 - John Osbon ( 5 mins to read)

Ray Dalio published his “Paradigm Shifts” on July 17. I recommend it for any investor who wants an intelligent, dispassionate history of investing broken down by decade. Ray Dalio and Bridgewater, the hedge fund he founded, have the money and the track record to back up his assertions. Is another paradigm shift happening now? What does Ray Dalio have to say about paradigms? Dalio says that “u...

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Too Concentrated in One Stock?

Advantages For Holders Of Large Single Positions

Jul 16, 2019 - John Osbon ( 1 minute to read)

***We took this article off of the public site because it discusses a partnership structure. It's a valuable topic, however, the partnership this article alludes to is not allowed to advertise. Their legal team asked us to take it down for their own compliance purposes.*** Please contact us directly if you have any questions. - Osbon Capital Management  

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Productivity Part Two

The US economy is growing steadily

Jun 26, 2019 - John Osbon ( 6 mins to read)

Last week Max Osbon wrote about the coming productivity surge. This week I am going to write about how good our current productivity is and the key productivity dates coming this Summer. Three days in July might reveal how productivity and the US economy are doing much better than the conventional wisdom believes. At Osbon Capital we are looking at the market reaction ahead of time rather than ...

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Breaking Up Is Hard To Do

Regulation is even harder

Jun 11, 2019 - John Osbon ( 6 mins to read)

Senator and presidential candidate Elizabeth Warren fired the first shot across the tech bow with a call on March 8th to "break up big tech." On June 3rd, the government entered the fray, announcing antitrust investigations into Amazon, Apple, Facebook and Google. Microsoft, the biggest tech company by market value, was a conspicuous non-mention. The four stocks had mixed price results from dow...

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Fear du Jour

Fears turn over like the seasons change

Jun 5, 2019 - John Osbon ( 6 mins to read)

A trade war that continues to expand, with more countries involved and louder saber rattling. An unpredictable president. Uneven corporate earnings. An approaching election with 25 candidates, each with his or her own policies, prejudices and priorities. A stalemate in Washington, leaving important initiatives like infrastructure stranded at the curb. It’s a lot. No wonder so many people are wo...

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Our Favorite Tools For Personal Payments and Cash Flow

The Latest Providers We Use To Make Payments Easy, Modern and Painless

May 28, 2019 - John Osbon ( 5 mins to read)

When it comes to paying for goods and services you have many choices these days. The least attractive (besides the quickly disappearing handwritten check) is physical cash, even for small purchases. Over time it has simply become easier to make purchases without paper or coins. In the post-cash era, new payment providers and startups are fighting to gain users and credibility. That means lots o...

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Ten Tips for College 2019

May 8, 2019 - John Osbon ( 11 mins to read)

Guest Post This week's post is guest authored by Dana, an engineer and former US Army Officer, and a close friend of Osbon Capital Management. My spouse and I applied to college in pre-internet days. We now realize how much times have changed! With our oldest child a high school senior this year, and with two others on deck, we had to come up to speed on “College 2019.” Here are ten lessons ...

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How Much Financial Pressure Are You Putting On Yourself?

Apr 30, 2019 - John Osbon ( 5 mins to read)

Warren Buffet says, “Don’t risk what you already have for what you don’t need.” Like most sage remarks, this seems so obvious, but has big implications for how we live and make decisions. When we overreach financially, we open the possibility of going backward instead of forward and experiencing much more stress and uncertainty than necessary. Is this happening to you? What are the signs and wh...

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