“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…
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…
History Is Speaking to Us … Again If we want to draw benefits from history, the goal is to capture its most important lessons. Many investors point to giants like Buffett, Druckenmiller, Zweig, Dalio, Lacey Hunt, Howard Marks and so on… but few take their advice. None of these legends are infallible and each has made mistakes, but when…
When was the last time you went to the bank? I mean physically walked up to a teller in a brick and mortar location? Some may answer this question easily as small businesses owners may still deposit their daily “cash” in-take, while it might take others quite a bit of time to think about it. Banking has transformed over…
Lately, I feel like I’m on a treadmill running up hill, for as different as the catalyst which pops a bubble always is, it’s as much the same (a bubble – typically fueled by debt and overleverage) … and yet, we appear to have learned nothing. The mindset and attitudes of investors tend to be very predictable. From the…
Working alone leaves one quite a bit of time pondering self-beliefs. Whether we manage the bulk of our client’s financial net worth or a mere fraction of it, there is little room for bias, obtuse thinking or pride. In an effort to keep our mindset “in check” we make a concerted effort to study and approach markets from multiple…
“We are a community company committed to maximum global impact. Our mission is to elevate the world’s consciousness. We have built a worldwide platform that supports growth, shared experiences and true success. We provide our members with flexible access to beautiful spaces, a culture of inclusivity and the energy of an inspired community, all connected by our extensive technology…
If you knew the odds of any specific outcome was 85% in one direction or another, what would you do? In previous notes we’ve broached the subject of discounting outcomes; today we’re going to discuss placing the odds in our favor, displaying it in real time… We titled a section, “Cloudy with a chance of Meatballs” in our 4Q2017…
Watching waves crash can have a very peaceful, calming effect on most people… The rhythmic, circular motion of massive energy passing through enormous bodies of water manifesting as thunderous booms or tiny ripples at the sandy shoreline; for those who have never experienced them, I would recommend you give them a try. The wind, the sounds, the salt air,…
Today we’re going to talk to you a little about the Fed. We’ll keep it high-level as we intend to go into much greater detail in our upcoming quarterly; but for now, please find our thoughts below… I have to say that it was nice taking a breather from discussing the “Fed” the last month or so. Though, given the FOMC’s decision on interest rates…
