Topics Include:
The Cheapest Most Expensive Index in History – Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment.
Cutting Through the Noise – As the Federal Reserve prepares to cut interest rates, we take a look at the wide range of implications across all asset classes.
U.S. Fixed Income Market: Q2 2024 – Inflation imposed a more challenging than expected first half of 2024, delaying the start of the rate cut era. A patient Jerome Powell wants to see more data.
Underinsured and Overlooked – 3 Common and Critical Insurance Coverage Gaps & How to Protect Yourself
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.
