Weekly Articles by Osbon Capital Management:
"*" indicates required fields
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…
Brookline Porchfest
The sixth annual Brookline Porchfest will a triumphant return the afternoon on Saturday, September 18, 2021. Take the Green Line to Brookline and enjoy a day of music as bands as take over porches, stoops, driveways, front yards and pretty much any old outdoor space throughout the city. From R&B and rock to flamenco and Latvian, there is something for every…
Week 36: Keeping Up With Change, Less Inflation, and More Crypto
Briefing: Despite constant headlines of inflation, college tuition costs have barely increased. University tuition inflation is at 40-year lows and trending downward. Ray Dalio’s Pure Alpha fund returned just 1.8% annually for the last 7 years. He’s largely missed the growth of emergent internet and technology trends. El Salvador is taking a bold step forward with Bitcoin by making it…
Boston Seafood Week
Boston Seafood Week will bring nine-days of seafood specials to Boston area restaurants this fall. The first ever event will run from Friday, September 10 and continue through Sunday, September 19, and include an array of restaurants, wholesalers, and retail locations that will promote the Massachusetts seafood and restaurant industries. This event will be a pilgrimage for seafood lovers, and a…
