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September 2020 : Time and Patience

“Time and Patience are our assets right now.” OSAM 1Q2020 In our 1Q2020 quarterly, we described how “TIME and PATIENCE will be one of the more valuable ASSET CLASSES moving forward”. It has been our goal since opening our doors to separate the “noise” from true economic data in an effort to educate investors and to help them make…

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August 2020 : MAYDAY! MAYDAY! MAYDAY!

MAYDAY! MAYDAY! MAYDAY! In the early 1920’s, a senior radio officer at London’s Croydon Airport, Frederick Stanley Mockford, was asked by his superiors to think of a word, easily understood by all pilots and those on the ground, which conveyed distress during an emergency. With much of the air travel in and out of London’s Croydon at the time…

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Q2 2020 : Slightly out of the ordinary…

Slightly out of the ordinary…  I write these notes for numerous reasons; first and foremost, to disseminate information; educating and coaching clients is my top priority. Admittedly, there is a marketing slant; reading, research and corresponding with clients takes up quite a bit of our time, so if our work stands out and resonates with readers and we can…

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June 2020 : Dead Cat? Or New Bull?

“Because of the Fed’s interventions, market prices and credit spreads don’t have the information content that we think they have. The Fed is mucking up what prices mean.” Peter Fisher, former Fed Executive VP, Bank for Int’l Settlements, US Treasury, etc. “There is a bear market out there – it’s in true price discovery.” David Rosenberg, former chief economist…

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Q1 2020 : We’ve only just begun… Cha cha changes

Mad World As you read this, the world is in the midst of unprecedented change. Not just here in the United States … this change will be large scale and global (and we’re not just speaking financial markets). For us to suggest we have all the answers as to what our future looks like would be foolish, though to…

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March 2020 : Making Rational Decisions In uncertain times…

In an effort to calm nerves, I wanted to get a quick note out to clients and readers. It’s not polished – but it’s the best we have at this moment in time. In short – we’ve prepared for this; we were ready for today… Information is moving at breakneck speeds; It’s becoming increasingly difficult to write. By the…

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February 2020 : Escalator up ELEVATOR DOWN!

Change of Plans…  It typically takes weeks to properly prepare our notes (I’m not a writer, our business is investing… we muddle through the writing best we can) … As I sit down to type, the evening of Thursday, February 27, 2020, I’m faced with two options; the first, finish the note I’ve worked on for multiple weeks –…

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