Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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Week 6: Earnings Are Here and Crypto Updates

Briefing: Prices are down, but earnings are up. A strong showing in earnings season helps rebuild investor confidence in the face of Fed tightening. Since its inception in Nov 2021, our crypto fund has avoided 30%-40% drawdowns by waiting until this selloff ended to start allocating. | The Boston Fed has completed Phase 1 of its CBDC, Central Bank Digital…

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Chill Over the Charles

With city skyline and river views under a glowing dome, the new Chill Over the Charles igloo experience at DoubleTree by Hilton Hotel Boston-Cambridge is the latest cold-weather activity to add to your bucket list! From the comfort of your igloo, sample a collection of four Framinghammer Baltic Porter Beers by local brewer Jack’s Abby Craft Lagers or warm up…

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Week 5: Big Tech, Inflation & Housing

Briefing: Most of the big tech names surpassed earnings expectations. That’s good news, but it doesn’t mean we’re out of the clear on the Fed-induced bear market. | Lumber went through another price shock and is falling rapidly. We will likely see more of these rolling price shocks as the world continues to adjust. | Innovation keeps marching forward. Big Tech…

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Toni Morrison’s The Bluest Eye

Toni Morrison’s first novel ‘The Bluest Eye’ will be reimagined by adapter Lydia Diamond and director Awoye Timpo as a haunting, thrilling theatrical experience in which audience members sit in a circle to re-experience the story of 11-year-old Pecola, the young Black girl who believes that blue eyes would change her world and others’ perceptions of her. If you don’t…

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Week 4: Rates, Innovation & Stablecoins

Briefing: The Fed continues with its plan to raise rates and end asset purchases. | Innovation and growth trends will continue. | Stablecoins have marched on unfazed by Fed actions. Rates: At the top of everyone’s mind For broader context, the Fed Funds rate has been in a persistent downward trend since the 1980s, and it finally hit 0% following…

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Week 3: Tech Empire Building, Auto Challenges and Bill Miller on Bitcoin

Briefing: Markets are negatively surprised by faster than expected Fed tightening and a worse than predicted Omicron variant. | Meta and Microsoft are aggressively investing in their future vision of the metaverse. | Cars are turning into highly complicated rolling computers facing many production challenges. Tesla and the semiconductor industry as a whole are in a position of strength. |…

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2022 Boston Wine & Food Festival

With over three decades of tradition, the 2022 Boston Wine & Food Festival is returning to Rowes Wharf with an exciting lineup of epicurean experiences. Break bread with winemakers from around the globe and enjoy the cuisine of New England’s very best culinary artists. The festival includes Cocktail Jazz Brunches, Art and Wine with renowned photographer Andy Katz, and a…

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Week 2: Large But Not In Charge, Socially Aware Investing and AP Photography NFTs

Briefing: The S&P 500 does not allow unprofitable companies into the index, so we took a look at the current list of the top ten unprofitable US companies. Six of those companies are in the Nasdaq Index. | A recent survey related to corporate leadership showed that the general American public wants better quality jobs and better wages. | Associated…

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Ice Skating at the Boston Common

Located in the center of the Boston Common, the magic of the Frog Pond is apparent as you stroll up. Open from December to March, depending on how cold the winter is, you can take a spin around the pond—or just watch skaters zoom by. Bring your own skates or rent some at the concession stand. Lessons for all ages…

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