Weekly Articles by Osbon Capital Management:
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Sake Tasting at Koji Club
The Koji Club has officially opened its doors in Brighton, and you can help christen the neighborhood’s latest addition by taking part in its sake tasting this weekend. They’ll be pouring three different styles of sake for you to sample alongside some snacks, so you can find your bearings within this beverage genre and discover which types are most to…
Week 7: Airbnb, Zombie Companies and Jamie Dimon
Briefing: Airbnb is an excellent example of a positive-sum business, one that has generated $150B in booking revenue for its hosts while unlocking previously unavailable real estate for travel. | Zombie Companies are companies that do not generate enough earnings to cover the cost of their debt, but that’s not the whole story as times have changed. | JPMorgan opened…
Kiss & Tell at Nick’s Comedy Stop
Whether you’re unlucky in love, totally in love, or just nervous about pronouncing “pre-fixe” out loud, this Valentine’s Day everyone’s invited to Kiss & Tell at Nick’s Comedy Stop. Skip the cheap champagne, drugstore chocolate and blood diamonds, and instead join three of NYC’s sexiest comedians as they spill their hottest tips, biggest red flags and wildest romps. Comedians Carly…
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…
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…
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…
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…
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…
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. |…
