Investment Management

It’s week four of the investing year. This week the government reopened. The president and eight cabinet members are in Davos. The news for stocks has been all positive so far this year, but what about bonds? What kind of cash flow can investors expect from fixed-income investments in 2018? 

Jeremy Grantham is well known as a value investor and a permabear. He buys only cheap value investments. He has been famous for talking down US investments for years. However, on January 3rd of this year, he wrote “a very personal” view of a possible near-term melt-up. Jeremy is well worth listening, especially when he changes his mind.

Gratitude is such an empowering and satisfying emotion, it deserves more than one day on the calendar. And we have so much to be thankful for, both personally and professionally. This is especially true in the investment world. From the perspective of modern investors, here are three things that we can all be thankful for in the spirit of Thanksgiving.

Some of the world’s greatest fortunes have flowed from the ground, one barrel at a time. Oil powers cars, trucks, jet engines and generators. In many ways, it has powered the entire modern economy as we know it. But will that always be the case? Or is oil on a slippery slope down the industrial food chain?

The stock market notched another new high this week. That’s a sentence we hear over and over. New high this week, new high this quarter, new high this year…the new high drumbeat seems to get louder and louder. Is it time to sell? Time to run? Time to invest more? What to do? Our advice: read this article before doing anything.

Investments serve several core purposes. One of these is generating cash flow — income that can be reinvested or spent. Nice levels of income are available if you know where to look. As we rebalance to keep Osbon Capital portfolios risk constant, we are making allocation changes to increase cash flow. Here are some of the methods available to us.

Gold is on the rise again. At $1340 per ounce, it’s up a sharp 23% from 2016 and a solid 11% since March of this year.  This has been one of many strong periods for the heavy metal over the years. Why?  Very simply, gold is a solution for many investment problems.

TWA is back. No, not the airline. This TWA is about your capacity to manage your own investments.  Do you have the time, willingness and ability to be successful? Few do. There’s a way to find out.

Investors prone to worry can find plenty to be fearful about during this third week in August. Fear is a real emotion that demands attention and understanding. It does NOT require drastic investment action. Here are 4 ways you can live with your investment fears…