Weekly Articles by Osbon Capital Management:
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Data Is Acknowledged In Prices, Not Yet In News
Yuval Noah Harari is well known for his 2011 book, “Sapiens”. It’s a must read for everyone, regardless of their career or backgrounds, as it gives a thoughtful and thoroughly researched background on our civilization’s progress to date. His latest book, “21 Lessons for the 21st Century (2018)”, offers insights on how the information age is shaping our society. Unsurprisingly,…
Mid Year Temperature Check for Today
We continue to get mixed news on the market, the economy and the pandemic. Growth stocks are hitting new highs. The US economy is bouncing off the bottom. The pandemic is under control in Massachusetts and out of control in Arizona, Florida, and Texas. What are investor options as we head into the second half of the year? Focus on…
It’s Always A Good Time To Invest In The Future
2020 has reminded us that change is a constant in life. Change often brings an unpleasant jolt to our nerves. The good news is that we are all adaptable and creative by nature. The more you lean into the future, the easier it is to see the ways that innovation flows around challenges and always seems to find a way…
Investing During Times of Unrest
I first became aware of the riots, looting and cities on fire in the Sixties as a teenager in suburban New Jersey. It was very scary then, just as it is scary now. The cause of the unrest then was racial and financial, with an additional anti-war flavor due to Vietnam. I could not make any sense of the destruction….
A Plan That Works For The Future
Traditional solutions in investment management often start with client questionnaires that try to identify risk preference. The result may include something along the lines of, “I’m a risk taker” or “I’m a risk avoider”. That process, as common as it is, has little relevance to the true needs of a family investment strategy. When an expense is essential, you avoid…
The New Cold War With China
The first Cold War was between the United States and the Soviet Union and it lasted from 1947 to 1991. The Next Cold War, also known as the New Cold War, has various starting points. At the earliest, one could say it started with President Nixon’s visit to China in 1972. Or it started the year China was admitted to…
Income For The New Age
The testimony of Fed chairman Jerome Powell and Treasury Secretary Steve Mnuchin on Tuesday have put the two primary supporters of the US economy in the spotlight again. Both said versions of positive phrases like, ‘whatever it takes, more stimulus, and back to work’. Markets anticipated the statements and reacted positively all week. Part of that rally can also be…
The Growth Era Is Here
Investors everywhere today are seeking answers to the same question: In a complex and uncertain world, where can we find reliable investment returns with reasonable protection from risk? With COVID reshuffling the cards, some clear investment patterns are emerging. Prices tell us what we need to know Prices of high quality businesses have increased significantly from the March lows. The…
Risks Are Distributed, Not Eliminated
The Federal Reserve remains in the spotlight for supporting markets and businesses. The depth and speed of the actions by the Fed have effectively put a floor under stock prices in the United States. The consequences may include deflation or significant inflation, and neither is a good outcome. Warren Buffett did say last Saturday he was worried about ‘extreme consequences’;…
