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John Osbon's posts

Weekly Articles by Osbon Capital Management:

A Message of Unity

Independence Day 2020

Jun 30, 2020 - John Osbon ( < 1 minute to read)

For this July 4th on Saturday we are sending out a picture of the various American Flags that have existed throughout the founding of our country. You can see how the stars and stripes have changed in number and design. These flags are a reminder that our country has changed a great deal in 244 years, and will continue to change as we progress forward. How many American flags have there been? 27 Since the founding of the United States in 1776, there have been 27 different versions of the...

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Mid Year Temperature Check for Today

Looking Ahead to the 2nd Half of the Year

Jun 24, 2020 - John Osbon ( 7 mins to read)

We continue to get mixed news on the market, the economy and the pandemic. Growth stocks are hitting new highs. The US economy is bouncing off the bottom. The pandemic is under control in Massachusetts and out of control in Arizona, Florida, and Texas. What are investor options as we head into the second half of the year? Focus on growth Growth stocks are the clear winners and leaders during ...

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Investing During Times of Unrest

The Investment Impact of Riots and Looting

Jun 10, 2020 - John Osbon ( 7 mins to read)

I first became aware of the riots, looting and cities on fire in the Sixties as a teenager in suburban New Jersey. It was very scary then, just as it is scary now. The cause of the unrest then was racial and financial, with an additional anti-war flavor due to Vietnam. I could not make any sense of the destruction. Clearly, going into any big city was a bad idea. Fifty plus years later the same...

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The New Cold War With China

A different kind of war

May 27, 2020 - John Osbon ( 8 mins to read)

The first Cold War was between the United States and the Soviet Union and it lasted from 1947 to 1991. The Next Cold War, also known as the New Cold War, has various starting points. At the earliest, one could say it started with President Nixon’s visit to China in 1972. Or it started the year China was admitted to the World Trade Organization (2001). Or the year China stopped pegging its curre...

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Streaming Outta Fenway

May 27, 2020 - John Osbon ( < 1 minute to read)

This Friday, legendary Boston band The Dropkick Murphys will be the first band to play directly on the dirt and grass of the infield diamond at Fenway Park. No audience will be in the stands but the event will be live-streamed to you a home. The evening will also feature a double-play with Bruce Springsteen. Streaming Outta Fenway will raise funds for Boston Resiliency Fund, Habitat For Humanity Greater Boston, and Feeding America. Streaming Outta Fenway, Friday, May 29.

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Income For The New Age

Dividends and Interest Will Be Changing

May 20, 2020 - John Osbon ( 8 mins to read)

The testimony of Fed chairman Jerome Powell and Treasury Secretary Steve Mnuchin on Tuesday have put the two primary supporters of the US economy in the spotlight again. Both said versions of positive phrases like, ‘whatever it takes, more stimulus, and back to work’. Markets anticipated the statements and reacted positively all week. Part of that rally can also be attributed to progress on the...

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Risks Are Distributed, Not Eliminated

Stability and Then Instability Via Fed Actions

May 5, 2020 - John Osbon ( 7 mins to read)

The Federal Reserve remains in the spotlight for supporting markets and businesses. The depth and speed of the actions by the Fed have effectively put a floor under stock prices in the United States. The consequences may include deflation or significant inflation, and neither is a good outcome. Warren Buffett did say last Saturday he was worried about ‘extreme consequences’; at the same time he...

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The Bull Cases

Looking Forward to Better

Apr 22, 2020 - John Osbon ( 8 mins to read)

Secretary of the Treasury Steve Mnuchin said on April 19th that it will be months, not years, before the US economy is back to its previous strength. He has a big hand in making that happen. The Federal Reserve and the government have introduced record stimulus packages in record time, and clearly they are not finished. In the face of this coordinated activity, riskier assets reversed course an...

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The Crude Story of Oil

Don’t Be Misled By Dividend Yields

Apr 8, 2020 - John Osbon ( 9 mins to read)

Daily global oil demand was 100 million barrels per day in 2019 and was expected to be slightly more in 2020. In the new COVID economy, daily demand is difficult to determine although it is clearly significantly lower. Some say it is 77 million barrels per day. Some say it is much lower, questioning who is driving cars and who is riding in airplanes. Further, Saudi Arabia and Russia are in a pr...

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