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 […]

In 2022, equity markets faced a major dilemma. Inflation had launched from core CPI of barely 1% to a level quickly approaching 7%. The economy was growing at a fast […]

The recent banking crisis, starting with Silicon Valley Bank’s collapse in early March, could have widespread impacts on the markets and economy. The Federal Reserve’s efforts to combat inflation through […]

The banking sector has been engulfed by a crisis of confidence. In just a few weeks, numerous events have shaken the market and banking industry. These include the failures of […]

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 […]

A shift in focus may be upon us in U.S. equities. Investors had a lengthy list of worries in the first three quarters of 2022, starting with the omnipresent war […]

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 […]

Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes.  Many of these “investments” […]

There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders […]

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy […]