Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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Does Your Behavior Pay You?

If you were offered tens of thousands of dollars for being patient, bored or nerdy, would you take it? It turns out the financial markets will pay you handsomely for certain rather unspectacular behaviors. But you’ll be charged significant penalties for other behaviors and attitudes, such as FOMO (Fear of Missing Out). It’s up to you – pay or penalty. Which will it be?

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The 7 C’s of My Money Strategy

Spring cleaning is here, taxes are coming due, the seasons are finally changing. Now is as good a time as any to dive in and review your strategy. Remember the adage, “proper planning prevents poor performance”? Here are seven C’s I use that will help you prepare for the good performance.

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Your Money Or Your Life

If you think about the most successful people you know, you’ll probably find that it’s not just one extremely developed talent that enables that success, but a balance of two different — maybe very different — characteristics. Think of the scientist with entrepreneurial spirit, or the specialized doctor with exceptional bedside manner. It’s this best of both worlds scenario that turns very good to extremely great. When you look at your life and investments, the same kind of balance should be your goal.

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Buffett vs. Hedge Fund Wager: Year 8

Every year at this time we update the results of a friendly one million dollar wager made in 2008 by Warren Buffett. He took the modest S&P 500 index versus five hedge funds handpicked by prominent NY money manager Protégé Partners. It’s a ten-year bet. With just two years left on the clock, who’s looking good and who’s looking for…

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Do You Have The Four Money Mindsets?

Tips are good. Mindsets are better. If you’re trying to reach a fitness goal – losing 15 pounds, for instance – you may get a temporary boost from a diet or exercise tip. If this doesn’t work, you might think that some people have an inherent ability to live healthy and active lifestyles. I can tell you from personal experience…

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Mike Bloomberg Uses ETFs. Do you?

Mike Bloomberg and Jack Bogle addressed a full house crowd this month at the Bloomberg ETFs In Depth conference in New York. The four hour event was a multi-course meal of hot button topics from debates on financial innovation, to Josh “Retired Broker” Brown’s favorite emerging market: Detroit. Here are my highlights: Good enough for Mike Bloomberg Bloomberg LP founder and three-term mayor…

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Six Myths And Realities From The Fidelity Team

Last week I had the opportunity to spend the day with Fidelity’s top investment research minds at its portfolio construction day. Today I’ll share six major myths presented at this session. This is an article heavy in details, proceed only if you’re interested a deep dive into the mechanics of portfolio design. Myth #1: Time Horizon Doesn’t Matter When Creating The Best…

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Warren Buffett’s Serving Of Optimism For Thanksgiving

“How can you not be optimistic?” Straight from the Omaha Oracle himself. This Thanksgiving we wanted to take the opportunity to practice gratitude and optimism by sharing our favorite bits from Warren Buffet’s recent interview on his view of optimism. Massive Improvements “Everything: medicine, education, you know, just the conveniences of the life, transportation, entertainment, everything is dramatically better than it…

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Make More or Spend Less?

There are two camps of thought when it comes to spending. The first is: Earn more than you spend. If you identify with the first, this article isn’t for you. The second is: Spend less than you make. Follow this second mantra and so many good things happen. But how? Here’s where to start and what to ignore when it…

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