Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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Harvard Museum Art Talks

The Harvard Museum brings their collections to you in a new online video series called Art Talks. In a recent installment, Egyptian art curatorial fellow Jen Thum introduces one of her favorite ancient works of art at the Harvard Art Museums. Check the Harvard Museum website every week to attend Art Talk.

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The Eye of the Storm

In the first quarter of 2020, we experienced the first unexpected and unprecedented shock wave from the COVID-19 pandemic. The estimates on what will happen next are open to a wide range of guesses, from a V-shaped recovery (via CNBC) to a brief recession (El Erian), to a global depression (Ray Dalio). There seems to be a consensus that things…

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Virtual Presence Fundamentals Workshop

In our current virtual reality, our only option for connecting face to face time with our clients, colleagues and family, is through video conferencing. What used to be a tool of convenience is now a necessity and critical moments of connection have entered the 2-dimensional realm. Former professional Boston Ballet dancer and body language expert, Rachel Cossar, offers Virtual Presence Fundamentals…

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Boston Arts and Culture Online

We may be home but there is still plenty of opportunities to enjoy the arts and culture that Boston has to offer. Stream the dress rehearsal of Carmen from Boston Ballet.  Experience the Boston Lyric Opera’s “Norma” online or the Boston Symphony Orchestra’s collection of performance online. Stock up on your favorite wines from City Winery who provides free delivery in Boston or FedEx delivery…

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Not So Fast, Major Obstacles Remain

As of late Wednesday bulls and bears can take their pick from a wide menu of opinions. Bulls say a vaccine is coming and the curve is flattening. Bears point to record Fed and government packages that carry a huge cost. The bears, like Jeff Gundlach and Howard Marks, come from the bond market side. Naturally, they see much more…

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Raising Cash – New Era Coming

These are truly unprecedented times. Over the last few days we’ve stepped out of the traditional wealth management playbook and have sold significant portions of our clients’ holdings. What started as a supply chain issue has rapidly turned into a health crisis followed by demand issues and a budding debt crisis. The sequence does not make a lot of sense now but it will eventually play out in full in the financial markets. As it becomes clearer that there is an incredible degree of unknown risks at play, here are some things to consider:

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Boston Ballet’s Carmen

Boston Ballet‘s resident choreographer Jorma Elo updates George Bizet’s heart wrenching tale of love, passion, jealousy and betrayal for the 21st century. In this adaptation, Carmen isn’t a feisty cigarette factory worker but a feisty supermodel. In a fantasyland of haute couture, she is one corner of a love triangle between herself, Don Jose the businessman and race-car driver Escamillo. Elo’s electrifying choreography…

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COVID-19 And The Weeks Ahead

Last week we experienced the first material market reaction to the Coronavirus, aka COVID-19. For months, prices had completely ignored any risks of the virus spreading until finally the news broke that it had reached the United States. This market reaction was a true black swan moment in that no experts or models could have adequately predicted it. Here’s a…

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Jamaica Pond Parkrun 5K

A lovely way to start the weekend is a free, timed 5k run at scenic Jamaica Pond. All ages, all abilities, all paces welcome! The meeting point is at Pinebank Promontory, Jamaica Pond. First timer’s brief at 8.50am and run starts at 9am. After the run, the group joins for coffee and chat at City Feed & Supply on Centre…

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