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Investment Management Articles

Balancing media, anxieties and patience
Jul 22, 2020 - John Osbon ( 6 mins to read)
We are now less than four months away from the Presidential election on Tuesday, November 3rd. Our nation's challenges with accelerated wealth inequality and climate change are larger than any single party's political agenda. Like the others, this one is likely to be decided quickly, which means we will know the results in the middle of the night. In chaotic times, the regularity and predictab...
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Where Do We Stand
Jul 15, 2020 - John Osbon ( 6 mins to read)
Earnings season began this week on Tuesday and will continue through August 9th. The peak day is Thursday, July 30th with 286 companies reporting. The next earnings season won't be until mid-October. Due to COVID, this quarter stands out as the most opaque, non-indicative earnings season ever. Risk on, risk off is no longer an adequate description for guiding investors during a pandemic. Here a...
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