Client Portals

Investment Management

Weekly Articles by Osbon Capital Management:

Look at What They Do, Not What They Say

Positive news out of Congress contrary to the major headlines

Aug 6, 2019 - John Osbon ( 5 mins to read)

One piece of good news got buried in last week’s falling stock prices and the rush to safety in the bond market. This Bloomberg headline from last Friday says it best: Trump Has Signed Budget and Debt-Limit Legislation. Why is this such good news and what impact does it have on your financial and investment life? Aside from the messy political rhetoric, here’s what happened and here’s how we ca...

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Too Concentrated in One Stock?

Advantages For Holders Of Large Single Positions

Jul 16, 2019 - John Osbon ( 1 minute to read)

***We took this article off of the public site because it discusses a partnership structure. It's a valuable topic, however, the partnership this article alludes to is not allowed to advertise. Their legal team asked us to take it down for their own compliance purposes.*** Please contact us directly if you have any questions. - Osbon Capital Management  

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Productivity Part Two

The US economy is growing steadily

Jun 26, 2019 - John Osbon ( 6 mins to read)

Last week Max Osbon wrote about the coming productivity surge. This week I am going to write about how good our current productivity is and the key productivity dates coming this Summer. Three days in July might reveal how productivity and the US economy are doing much better than the conventional wisdom believes. At Osbon Capital we are looking at the market reaction ahead of time rather than ...

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The Hidden Productivity Boom

Jun 19, 2019 - Max Osbon ( 6 mins to read)

GDP growth is the clearest sign of a healthy economy, however it is difficult to grow GDP without population growth and productivity gains. With improving productivity, more people can do more things in less time and for less money. There are two kinds of productivity: labor and multi-factor. We need both kinds to grow. Both are thought to be at their limits now. The reality is quite different....

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Breaking Up Is Hard To Do

Regulation is even harder

Jun 11, 2019 - John Osbon ( 6 mins to read)

Senator and presidential candidate Elizabeth Warren fired the first shot across the tech bow with a call on March 8th to "break up big tech." On June 3rd, the government entered the fray, announcing antitrust investigations into Amazon, Apple, Facebook and Google. Microsoft, the biggest tech company by market value, was a conspicuous non-mention. The four stocks had mixed price results from dow...

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Fear du Jour

Fears turn over like the seasons change

Jun 5, 2019 - John Osbon ( 6 mins to read)

A trade war that continues to expand, with more countries involved and louder saber rattling. An unpredictable president. Uneven corporate earnings. An approaching election with 25 candidates, each with his or her own policies, prejudices and priorities. A stalemate in Washington, leaving important initiatives like infrastructure stranded at the curb. It’s a lot. No wonder so many people are wo...

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4 Ways To Maintain A Focus On The Long Term

Mar 20, 2019 - John Osbon ( 5 mins to read)

As the first quarter nears an end the inevitable question arises, “How long can the strong Q1 returns go on?” Amid the uncertainty we see many investors holding cash with little interest in taking on risk. This cautious approach means safety in the short term, but perhaps at a big loss of opportunity for the long term. Here are four ways to maintain a long-term focus following the first quarter...

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Invest Like A Conservative

Mar 6, 2019 - John Osbon ( 5 mins to read)

When a recent new client signed on with Osbon Capital, he described himself as "a conservative investor.” Because that phrase can mean different things to different people, it was important to discuss what that meant to this individual. What is the goal of conservative investing? What does it look like in practice? What would a conservative investor invest in now? And so on. The discussion inspired me to tackle the topic for this week’s article.

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A Late Stage Market Melt-UP

Feb 6, 2019 - John Osbon ( 4 mins to read)

Without doubt the investment year is off to a great start. The stock market in the US is up 8%. January’s return is the best one since 1987. The way things are going we could see a repeat of 2013, one of the best diversified return years ever. What is going right and what could go wrong? Why January is strong January’s stock and bond market returns are strong due to fundamentals. Stock valuat...

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