Client Portals

John Osbon's posts

Weekly Articles by Osbon Capital Management:

Invest Like A Conservative

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

When a recent new client signed on with Osbon Capital, he described himself as "a conservative investor.” Because that phrase can mean different things to different people, it was important to discuss what that meant to this individual. What is the goal of conservative investing? What does it look like in practice? What would a conservative investor invest in now? And so on. The discussion inspired me to tackle the topic for this week’s article.

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A Look At Business Cycle Confidence

Feb 20, 2019 - John Osbon ( 5 mins to read)

The business cycle has gone onward and upward for ten years. That has meant positive returns for investors in equities, debt and real estate alike. The question of when it ends seems to be a perennial question. It's a question that we hear often from clients, prospects, friends and family. Headlines can be particularly unhelpful as their news model is often reliant on triggering emotional reactions for clicks. To us, it doesn’t look like the cycle ends anytime soon. Here…

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A Late Stage Market Melt-UP

Feb 6, 2019 - John Osbon ( 4 mins to read)

Without doubt the investment year is off to a great start. The stock market in the US is up 8%. January’s return is the best one since 1987. The way things are going we could see a repeat of 2013, one of the best diversified return years ever. What is going right and what could go wrong? Why January is strong January’s stock and bond market returns are strong due to fundamentals. Stock valuations are fairly cheap, earnings are increasing…

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House, Home or Investment?

Jan 30, 2019 - John Osbon ( 6 mins to read)

We have made comments before about investing in real estate. This week our entire article is devoted to investment real estate. The goal of allocating money to real estate is largely the same as putting money into stocks. The investor wants growth and income. The similarities end there.

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Information Shutdown

Jan 16, 2019 - John Osbon ( 4 mins to read)

The government shutdown is now entering its fourth week, cutting off a large source of useful information for investors. How are investors supposed to keep track of what is going on financially and economically without government statistics? It’s our job to work around difficult situations. Here is what we, and investors, can count on during an information drought.

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Why Volatility Is Here To Stay

And what you can do about it

Jan 2, 2019 - John Osbon ( 5 mins to read)

Eight hundred point swings in the Dow have been alarmingly regular events in the last month. Swings that large represent a 3% change in the 30 most important stocks in the United States — in one day. And it’s not just the Dow. Similar moves have been hitting the S&P 500 and stock markets outside the US. Even the benchmark 10 year US Treasury bond has been flip flopping with large price changes. Is this the new and harmless normal or…

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Restful Holidays To You and Yours

Dec 26, 2018 - John Osbon ( 1 minute to read)

By now Hannukah and Christmas are over, and the New Year has yet to arrive. Amidst the ebbs and flows of markets, business and life, this window of time presents a perfect opportunity to simply, relax. Yes, one of the hardest things to do is to relax and enjoy this time of year with loved ones.  At the same time, you can be grateful for all that you have - life, health, challenge, mystery, friends, companions and family. There will…

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When Markets Say One Thing And Do Another

Dec 19, 2018 - John Osbon ( 5 mins to read)

Many commentators on the short-term state of markets are warning that investment results could get much worse. Bond and stock markets, both domestic and international, have been testing investor patience over the last few months. The attention-hungry headlines don’t square with many of today's realities. Here is some added context.

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Trade wars and your portfolio – 3 measures

Dec 5, 2018 - John Osbon ( 5 mins to read)

War is a big word and usually cause for concern among investors. I’ll limit this article to the financial aspects of a war because this war I am talking about is overwhelmingly financial. When the word war is mentioned many older people think of the Cold War. The Cold War was much more than financial and ended decades ago. Now the phrase Trade War is in the air. How can you tell the effect on your portfolio of a Trade War?

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