Topics Include:
2023: The Year of Inflections – 2023 was a year of inflections for markets. What do these inflections mean for 2024?
Investing in Innovation – Learning From the Past – During the Gold Rush, most would-be miners lost money, but people who sold them picks, shovels, tents and blue jeans made a nice profit.
What Goes up … May Actually Come Back Down – U.S. fixed income had its best year since 2020. The next 12 months should prove no less dynamic as the Federal Reserve pivots away from its rate hike campaign.
How to Plan For the Sunset of the Tax Cuts and Jobs Act – Forecasting the expiring Tax Cuts and Jobs Act; A beautiful sunset or clouds on the horizon?
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
