Weekly Articles by Osbon Capital Management:
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Salem Harvest Fest
Drink in every last drop of autumn with the help of the 14th annual Salem Harvest Fest, a tasting-palooza taking place in Salem this weekend. Sample from local wines, beers, ciders, meads and seltzers. Listen to live music from Wood & Bone while downing libations from Lord Hobo Brewing, Winter Hill Brewing, Citizen Cider, Downeast Cider, Spass Hard Seltzer and…
Week 41: Labor Challenges, Taiwan Is A Top Risk, Crypto Announcement
Briefing: Investors should be aware of the employment trends in leading technology companies. Fewer people building the world’s biggest companies is another key driver of the increasing wealth gap. Taiwan is the most important piece of the global semiconductor supply chain by a wide margin. The tense relationship between China and Taiwan is a real risk to watch. Osbon Capital…
Taiwan Film Festival of Boston
This year, The Taiwan Film Festival of Boston is presenting nine most representative films. The theme of the festival is “Bittersweet” which represents the rise and fall of characters in movies, as well as the filmmakers’ personal life experiences over time. The objective of the festival is to take the audience back in time through the memories as triggered by…
Week 40: Finviz Map, Pessimism Is Expensive, Supply & Demand of Stocks
Briefing: Based on its popularity, we are highlighting FinViz this week as a very useful tool for investor education. Skepticism is a really expensive habit and investors should do their best to avoid being skeptics of the space industry. Over the past 40 years, public companies purchased 8x more equity through M&A and buybacks than they have sold through IPOs…
2021 Harpoon Octoberfest
Kick off October with an autumn tradition: the 2021 Harpoon Octoberfest. Oktoberfest means flowing taps, live oompah music, stein-hoisting competitions, pretzel eating contests, chicken dancing, and more at the Harpoon Brewery outdoor tents. October 1, 2, 2021 at Harpoon Brewery,Boston.
Week 39: A Platinum Coin, Winner Takes All & Crypto Volumes
Briefing: The Treasury may issue a single $1 Trillion platinum coin to avoid the debt ceiling political circus and government shutdown. “Google” is the most popular search term on the Bing search engine, highlighting the winner-take-all nature of scalable technology businesses. Crypto exchange Binance processes over $50B in crypto derivatives transactions per day and may raise new financing at a…
Boston Film Festival
It’s time to celebrate our shared love of movies. The 37th Boston Film Festival showcases independent films from around the world: documentary and narrative features, shorts, animation, and experimental. Enjoy panel discussions, post-screen parties with directors, producers, and actors, live Q&As and an exciting slate of virtual programming to be viewed at your convenience. September 22-26, 2021
Week 38: New Frontiers, Quad-Witching, Chinese Competition
Briefing: Quad-witching is impacting markets and Dec 17th is the next date to watch. Space and the Metaverse are the next frontiers for investors, creators, entrepreneurs and explorers. China will eventually need technology leadership, even if it doesn’t like its current cohort. Quad witching Financial markets are influenced by activity in the derivatives markets. Some active traders would go as…
Week 37: Shifting Risk Curves, Teaching Robots, NBA Ownership Lesson
Briefing: The risk curve is shifting further out for investors. Bonds have become extremely unattractive, especially when compared to the historically risky asset classes. AI models are learning more complicated tricks. There’s a new robot training to paint our streets. The NBA is opening ownership to PE firms with significant limitations, highlighting the importance of the owner’s mindset. Shifting Risk…
