Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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Inflation Today. Is it CPI or MyPI?

It’s easy to think of inflation as financial weather – something we must endure and can’t control. While it’s true we can’t individually control the prices that grocers, automakers and landlords charge, we can, and should, control what we spend. We’re all familiar with the Consumer Price Index, or CPI. It tracks the cost of groceries, rent, utilities and other goods and services most of us use. When the cost of men’s sweaters go up, so does the index.

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Trust and Estate Strategies

However unpleasant or dull the idea might seem, the trust and estate planning process is the true backbone of your family’s wealth. What happens after you’re no longer around to make family wealth decisions will either be based on your clearly documented instructions or the decisions of a judge. Shouldn’t you be the one to decide what happens? Here are…

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Boston Ballet Spring 2018

Spring Ballet

With the 2018 Season coming to an end, Boston Ballet is closing out the year with 2 classical performances: “La Sylphide,” a 19th-century Danish love story and “Classic Balanchine,” a trio of pieces from the American Ballet Icon, George Balanchine. To purchase tickets click the button below.

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When the music stops

Markets hum along to their own beat and rhythm, until they don’t. From time to time, the music suddenly stops. It might be fears of a trade war that trigger a sudden silence and jarring price dislocations. It might be Korea, protests in Jerusalem, or bankruptcy fears in China. We typically get no advance warning, and never know how long…

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A Passion for Patterns

The MFA has a new exhibit. “M.C Escher: Infinite Dimensions” is a first-time combination of 50 original prints from public and private collections. The showcase explores themes central to Escher’s career including reflections, perspective, and transformation. Viewing of the exhibit is free with admission.

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Bubbles Are Not Irrational

The word “bubble” can be an emotional trigger for investors, immediately stoking fear and anxiety. Pundits and economists may refer to bubbles as irrational market anomalies, but there’s much more to the story than that. Here is some context so that you can understand the investor mindsets and strategies that spawn them.

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6 Reasons To Say No To News

It seems almost self-evident that whoever has the best access to current news sources gains a significant advantage as an investor. Because information is power. Or is it? The business model of the news cycle is increasingly reliant on triggering your emotional reflexes. How does today’s news help or hinder investors?

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Busting The Correlation Myth

When securities move in the same direction at the same time, that’s called correlation. If all stocks are highly correlated it doesn’t really matter what you own; all stocks rise or fall on the same fickle tide. “Everything moves together,” many complain. This is a common perception these days, but is it supported by the facts? Has too much correlation killed the markets?

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How Often Do You Check Your Portfolio?

The answer to this question can tell you a lot about a person. For many, it is “Always!”  Constant market checkers mentally recalculate their net worth every few hours and look for minute-by-minute trends to inform their next trades. For others, it is “Never!” Hoping to find bliss in ignorance, never-checkers leave their assets to fend for themselves. I suggest you find a strategy somewhere between these two extremes.

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