Last month, the Federal Reserve Board of Governors made the splashy announcement of a 0.50% cut to the Federal Funds rate, lowering the target rate to 5.00% from a peak […]

As we approach the November elections, uncertainty looms over the markets and the economy. While elections always bring a degree of unpredictability, this year’s contest between Vice President Harris and […]

Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Entering 2024, investors were generally positive about the prospect of a solid […]

Entering 2023, the consensus outlook was bearish for most asset classes. Inflation would remain stubbornly high. Interest rates would continue to rise and remain higher for much longer. Corporate earnings […]

How has Osborne Partners’ asset-class positioning changed since the October 2022 lows? Markets surprised the consensus view in the first half of 2023. Entering the year, the common view for […]

An analysis of the bank’s collapse, the implications for its clients, the ongoing risks to other banks, and the broader market and economic implications. Early on the morning of May […]

There are known knowns; there are things we know we know. We also know there are known unknowns… “There are known knowns; there are things we know we know. We […]

Perspective amid a volatile year as the Fed battles inflation.    Fog often envelopes the Bay Area. At times, it is very dense, limiting visibility and raising uncertainty for travelers. […]

In this piece, we review the important lessons that investors learned so far in 2022, and why our Investment Team strives to avoid these mistakes every day. As the painful […]

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index […]