Weekly Articles by Osbon Capital Management:
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Four Months Until the Election
We are now less than four months away from the Presidential election on Tuesday, November 3rd. Our nation’s challenges with accelerated wealth inequality and climate change are larger than any single party’s political agenda. Like the others, this one is likely to be decided quickly, which means we will know the results in the middle of the night. In chaotic…
Risk On, Risk Off, or Risk Neutral
Earnings season began this week on Tuesday and will continue through August 9th. The peak day is Thursday, July 30th with 286 companies reporting. The next earnings season won’t be until mid-October. Due to COVID, this quarter stands out as the most opaque, non-indicative earnings season ever. Risk on, risk off is no longer an adequate description for guiding investors…
A Message of Unity
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…
Mid Year Temperature Check for Today
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…
Investing During Times of Unrest
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….
The New Cold War With China
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…
Streaming Outta Fenway
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…
Income For The New Age
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…
Risks Are Distributed, Not Eliminated
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’;…
