Mid-Year Asset Class Stoplight

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 […]

July 17, 2023 | Economics , Investment Commentary |

First Republic Bank – “It WAS a Privilege to Serve You”

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 […]

May 1, 2023 | Economics |

Known Unknowns  

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 […]

January 16, 2023 | Economics , Investment Commentary |

The Fog of War

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. […]

October 23, 2022 | Economics |

2022’s Painful Lessons  

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 […]

July 17, 2022 | Economics , Investment Commentary |

Stagflation Redux?  

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 […]

July 17, 2022 | Global Equities , Economics |

Friend or Foe?

Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better […]

April 17, 2022 | Economics |

Mid-Cycle: Keep Calm and Carry On

What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity […]

January 16, 2022 | Economics |

Quantitative Easing, Tapering, Liftoff, and Rolloff

What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting […]

October 12, 2021 | Economics |

Which Flation Is In Our Future?

How have our portfolios defended against recent inflation?  Is inflation or disinflation in our future? Recent inflation headlines have been startling: “Lumber prices spike to an all-time high,” “Oil prices […]

July 19, 2021 | Economics |

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