Weekly Articles by Osbon Capital Management:
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Commodities, AI, Automation
Commodities Falling Commodity market prices have dropped swiftly over the past few weeks, which should help ease inflation worries. Oil is almost back where it was pre-Ukraine invasion, in the mid $ 90’s. Copper is down -30% from its high in February. Natural gas is down -40% over the past month, which translates to lower prices for fertilizer and electricity….
Buffett, Nike, Blockchains
Buffett’s History When markets are down, it can be a helpful exercise to review market history to see what lessons we can learn about how people handled volatility in the past. Warren Buffett’s 40 years of annual public letters are an excellent resource for reviewing market history, and you can view them here. Even the most successful investor of all…
Summer of Calm
Summer of Calm After many months of negative news and extremely negative market sentiment, we may finally be reaching a point where investors have a moment to breathe and digest all of the new changes. Recently, bond markets and commodity markets have fallen sharply from their intense highs, signaling a possible relief for inflation numbers. The Fed, the main player…
Druckenmiller, Markets, SWIFT
Stanley Druckenmiller, The Fed & Markets The Federal Reserve raised its interest rate by .75% yesterday, doubling the current rate from .75% to 1.50%. For context, the previous high was 2.25% in July 2019. We cut the rate to 1.5% by November 2019 and then sent it straight to 0% once Covid started. ‘Don’t fight the Fed’ is considered an…
Apple’s Dominance, Data Driven Decisions
Apple’s Dominance Continues Before we get into the main story about Apple, let’s take a quick look at the scope of its economic dominance. Using rough numbers, Apple currently produces $100B in revenue per quarter: 50% from the iPhone, 30% from laptops, ipads and wearables, and 20% from services. That services component is the fastest growing with the highest margin…
Concerts in the Courtyard
The courtyard of the Boston Public Library in Copley Square is one of Boston’s most beautiful havens from the hustle and bustle of the city. This summer, enjoy free one-hour concerts in this every Wednesday evening and Friday afternoon. Wednesday evening concerts are in collaboration with Berklee College of Music; the final one on August 31 is in collaboration with…
Inflation Holdouts, Volatility, Relationship Driven Banking
Inflation Holdouts It’s great to see some of the major commodity prices fall back below their all-time highs. Lumber is now below its pre-Covid all-time high. That doesn’t mean Home Depot is going to give you a deal. Retailers are slow to pass on falling costs. Copper, wheat and corn remain elevated but not at all-time highs. Today’s big underlying…
Sundays at SoWa Open Market
SoWa is giving us more Sundays to love. The South End complex and artist guild is opening its doors to the public every Sunday this summer. Shop carefully curated hand-made goods such as jewelry, clothing, home goods, photography, ceramics, and more. Take home some home-grown products from local farmers and bakers or visit the food trucks. And finally, head to the studios at 450 Harrison Ave…
Opportunity, Forward Looking, AI
Opportunities Increasing All eyes are on the Fed and inflation metrics as investors try to find a place where they can confidently store and invest capital. The next CPI (inflation) print is on June 10th, representing the month of May. Public markets price every weekday, so this level of patience and interim uncertainty is difficult for investors. The Fed says…
