Weekly Articles by Osbon Capital Management:
"*" indicates required fields
Week 9: Past, Present, Future
Past, Present & Future First, we stand in solidarity with the citizens in Ukraine who are suffering tremendous hardships due to unfortunate geopolitical forces outside of their control. The past two years We wrote last week that easing COVID restrictions will help with inflationary pressures by reducing global supply chain complexity. Many mask mandates are ending next week, and companies…
Week 8: When Policies Act Like Taxes, Introducing AI, and NFTs
Briefing: Covid policies act as an additional tax on the global economy. Reducing restrictions should reduce the inflation print, which is vital to the Fed’s raising rates. | AI is now helping to advance Fusion energy development. | NFTs are polarizing. When policy acts as a tax I can’t remember a time in the last ten years when there wasn’t…
The Art of Banksy
The Art of Banksy pop-up exhibition features original and authenticated works associated with, arguably, the most intriguing and talked-about artist in modern history. On display are prints, canvasses, screenprints, sculptures, unique works and limited-edition pieces mainly dated between the years 1997 to 2008, the period which resulted in Banksy’s most recognizable and well-known works. Exhibition opened February 17, The Harvard…
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…
