Recent Insights

Month: January 2012

  • Iron Capital Perspectives
  • January 24, 2012
  • Chuck Osborne

Be Fearful When Others Are Greedy

2012 has gotten off to an interesting start. Over the last three weeks Greek bondholders have stood up and told the world that they are not going to roll over and green light just any EuroZone plan to avoid total collapse. France has been downgraded, as has the European rescue fund itself. Flagship firm Goldman…

  • Iron Capital Perspectives
  • January 3, 2012
  • Chuck Osborne

2011 Year-End Review

How to describe 2011? Many famous quotes come to mind. First, Charles Dickens, with, “It was the best of times, it was the worst of times.” Also the Grateful Dead, with, “What a Long Strange Trip It’s Been.” I think they both work. The only thing I am certain about regarding 2011 is that I –…