Osbon Capital Articles

We cover investment topics related to innovation, risk management, global economics, strategy, policy, emergent trends and any other topics that catch our attention. All content is written and edited by Osbon Capital and new articles are published every Thursday morning.

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Featured Article

Practical AI, Rates

All eyes on rates For the first time since Nov 2021, we are seeing the...

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Practical AI, Rates

Status Quo, Innovators, Buffett

More GPT, Spikes and Limbo

AI Integrations, Debunking, Fed Fights

Bullwhip, Normalization, Momentum

AI 2023, Automation, Rates

Hikes, Productivity, Leaps

Money Supply, Inflation, ChatGPT

Unicorns, Commodities, Warp Speed

Turning The Corner, FTX Fallout

Marching Forward, FTX, AI

Fundamentals, Copper, Rents

Timing and Earnings

Liquidity Priorities and Private Markets

Waiting Game, Japan, Fusion

Treasuries, Patience, Bits

The Fed, Lithium, Merge

Inflation and Aftershocks

The Dollar, Population and Productivity

The Fed, DNA Sequencing, More AI Developments

Inflation Update, Realistic Energy Transition, Stablecoins

Inflation, Pivots, XPrize

The Budget, Key Dates, Recession

Apple Health, Sentiment, Chips

Bear or Bull, AI Art, Industrial Literacy

Fusion, Choices, Real Estate

Commodities, AI, Automation

Buffett, Nike, Blockchains

Summer of Calm

Druckenmiller, Markets, SWIFT

Apple’s Dominance, Data Driven Decisions

Inflation Holdouts, Volatility, Relationship Driven Banking

Opportunity, Forward Looking, AI

Complexity, Acquisitions, ESG

Fed Actions and The Story of Luna

FTX x SALT and Crypto’s Infrastructure Age

Week 16: Lithium, New Collar, Bubbles

Week 15: Better Than It Looks, New Crypto Projects

Week 14: AI Progress, Solar Innovation, Axie Crypto Hack

Week 13: Narratives, Decentralized Telecom & Valuations

Week 12: Real Estate Woes, Uptrends and Building Faster

Week 11: Buy Strike, Automation and Cybersecurity, Nuclear Shipping Containers

Week 10: Russia, Patience and The Future

Week 9: Past, Present, Future

Week 8: When Policies Act Like Taxes, Introducing AI, and NFTs

Week 7: Airbnb, Zombie Companies and Jamie Dimon

Week 6: Earnings Are Here and Crypto Updates

Week 5: Big Tech, Inflation & Housing

Week 4: Rates, Innovation & Stablecoins

Week 3: Tech Empire Building, Auto Challenges and Bill Miller on Bitcoin

Week 2: Large But Not In Charge, Socially Aware Investing and AP Photography NFTs

Week 1: Byron Wien’s Predictions and The Great Robotics Rollout

Week 51: Inspiring Workers, Giving and Gratitude

Week 50: Terra Luna, Stablecoins and Quad Witching

Week 49: The Infinite Machine, A Different Look at NFTs and Market Selloffs

Week 48: Constitution Update, Don’t Fight The Fed, Metaverse Growth

Week 46: The US Constitution, Tracking Web3.0 Hacks, and so on.

Week 45: Web3.0 Evolutions

Week 44: Market Caps, Interoperability, Semiconductors & Squid Games

Week 43: Why Memes Matter, Brain-Computer Interface, and Driverless Progress

Week 42: Bitcoin Futures ETF, Buy-Now-Pay-Later, Robotics Incentives

Crypto Investing Announcement

Week 41: Labor Challenges, Taiwan Is A Top Risk, Crypto Announcement

Week 40: Finviz Map, Pessimism Is Expensive, Supply & Demand of Stocks

Week 39: A Platinum Coin, Winner Takes All & Crypto Volumes

Week 38: New Frontiers, Quad-Witching, Chinese Competition

Week 37: Shifting Risk Curves, Teaching Robots, NBA Ownership Lesson

Week 36: Keeping Up With Change, Less Inflation, and More Crypto

Week 35: Global Shipping, Return to Work, And So On

Week 34: Numbers Don’t Lie, You Now Own An NFT, Robots

Week 33: SPAC Bubbles, The Metaverse, Lumber, Poly Network Hack, and so on.

Week 32: Quirks of the S&P 500 & The Power Behind Meme Stock Upside

Week 31: Investing In China, Zero G Manufacturing and Cloud Spending

Week 30: Buybacks Over Dividends, AlphaFold Breakthrough and The First 3D Printed Bridge

Week 29: Interest Rates, Venture Capital and High Yield Debt

Week 28: The All Electric Future & Battery Technology

Week 27: Chinese IPOs, Global Ownership, and The AI Race

Week 26: The Dollar, Lumber and Cybersecurity

Week 25: Mission Driven Investing, Avoiding Headwinds and Considering the Stakeholders

Taking Stock of Mega Trends

What Is 5G And What Does It Mean For Me?

Population, The Biden Budget, and Bailouts

Five Resources: 2 Books, 2 Podcasts and a Newsletter

Revisiting Inflation

Checking In On The State of Crypto

Why The Lumber Chart Has Gone Parabolic

Charts That Tell The Story

Rethinking The Growth vs Value Debate

Venture Debt Is A Bright Spot In A Low Interest Rate World

Sky High Expectations For Flying Cars

Investing With Leverage

Growing Opportunities In Health Care Innovation

New Ways Of Getting Your News

Earn A Yield By Lending Out Your Investments

Lessons From Warren Buffett’s Annual Letter

This Article Is A Store Of Value

Emergence of the Retail Trader

The Big Cash Glut

Total Picture Investing

SPACs Must Be Evaluated Like Any Investment

Where To Allocate New Capital

Value Is Where You Find It

Looking Ahead Towards 2021

Themes To Consider In 2021

Five Books to Add To Your List This Holiday Season

International Market Opportunities

The Tailwinds Behind Semiconductors

A Very Happy Thanksgiving To You

An Update On Vaccines 

An Update On The Role Of Bitcoin

Investment Trends That Supersede Politics

A Short Comment on the Bull Case

The Burden of Regulation

Investing in the Next Fiscal Stimulus

The Cloud Computing Age

Antidotes To Permabear Narratives

The Triumph Of Intangible Assets

Population Growth Is Cooling Off

Deferring Capital Gains With Qualified Opportunity Zones (QOZs)

Major Themes and Investment Opportunities Over The Next Five Years

Securing Your Portfolio in a Complex World

Disrupters, Adapters and Victims

Is Inflation Worry Justified?

Is Today’s Market Like The Bubble of 2000?

Managing Optionality In Your Investment Portfolio

Four Months Until the Election

Risk On, Risk Off, or Risk Neutral

Data Is Acknowledged In Prices, Not Yet In News

A Message of Unity

Mid Year Temperature Check for Today

It’s Always A Good Time To Invest In The Future

Investing During Times of Unrest

A Plan That Works For The Future

The New Cold War With China

Income For The New Age

The Growth Era Is Here

Risks Are Distributed, Not Eliminated

Living In The Future

The Bull Cases

The Eye of the Storm

The Crude Story of Oil

Not So Fast, Major Obstacles Remain

Buying Signs In An Uncertain World

Raising Cash – New Era Coming

Turbulence Expected or Unexpected

COVID-19 And The Weeks Ahead

When Experts Disagree

When News Lets You Down, Go To The Primary Sources

Overruling Yourself

Routine, Complex and Innovative Investment Management

The Math of Retirement

More Spending, No Recession

Stalemate Investing, Positively

A Fantastic Investment Story

Get State Owned Enterprises Out of Emerging Markets

Individual Securities Vs. Indexes: Investing’s biggest competition

The Simple Power of a Favor

Small Stocks for Big Gains

The Big Debt Crisis Article

Thank You & Gratitude

Demographics Are Fundamental To Investing

Atomic Habits for Investors

When You Are Acquired: The Three R’s To Consider

The Go-To-Market Economy

Considerations Before Every Buy and Sell Decision

Consensus Is Rare

Free Is Not Free

A Sample Of One – Politics and Investing

Planning Steps for the Fourth Quarter of 2019

Investment Anniversaries: What We Can Learn from Historic Days

Financial Repair Continues

100-Year Bonds for the United States

The Almighty Dollar

Stocks Are Alive and Kicking

Our Favorite Theories, Principles and Laws Named After Famous Thinkers

Look at What They Do, Not What They Say

Steps To Prepare The Next Generation For Wealth

A History Lesson from Ray Dalio

Too Concentrated in One Stock?

The Just-In-Time Economy

Productivity Part Two

The Hidden Productivity Boom

Breaking Up Is Hard To Do

Fear du Jour

Our Favorite Tools For Personal Payments and Cash Flow

Four Points to Consider When Holding Debt

The Fiduciary Care Checklist

Ten Tips for College 2019

How Much Financial Pressure Are You Putting On Yourself?

Not All Bad News Is Created Equal

The Devil’s Financial Dictionary

Investing With Retirement in Mind

Avoid the Situations that Lead to Investment Mistakes

5 Ways to Focus on Financial Quality of Life

4 Ways To Maintain A Focus On The Long Term

When Is Passive Too Passive?

Invest Like A Conservative

Warren Buffett’s Insight Never Gets Old

A Look At Business Cycle Confidence

How To Know A Client

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