Max Osbon's Posts

Impact investing has gone through a revolution of sorts over the past few years. For decades, communities have voiced continuous concern that shareholders are myopically focused on short term profits at the expense of society as a whole. ESG (environmental, social, governance) investing was considered to be more of a marketing strategy or a charitable endeavor instead of a high…

Keeping track of megatrends is a valuable investment exercise to practice on a regular basis. Megatrends are not often covered accurately or with full context by CNBC or the front page of the WSJ. Daily financial media is incentivized less to broadly inform and more to create an immediate emotional reaction. These trends happen slowly until they become obvious and…

The first generation ‘1G’ wireless telecommunications standards began in the 1980s. Each subsequent “G” refers to a new decade of updated minimum industry standards. 2G was the 1990s, 3G was the 2000s, and so on. By the end of the current decade, we’ll be talking about 6G and the latest and greatest standards for the 2030’s. Since 5G is often…

Last week, the Biden Administration released its 2022 budget for the US Government. Along with many details about how the $6+ trillion budget is allocated, there is a table covering their assumptions including GDP growth and interest rate changes. Given the government has considerable controls to help turn these assumptions into reality, let’s take a closer look at our government’s…

Since economics and the world at large are intimately linked, it’s useful to pull information and insight from a variety of resources. Non-zero-sum examples in history, complex system science, disruptive innovation, and an interesting set of business stories are the subject of this week’s article. Here are two books, two podcasts and a newsletter that we found to be interesting…