Recent Insights

Month: November 2023

© AndreaObzerova Link License
  • Iron Capital Perspectives
  • November 20, 2023
  • Chuck Osborne


If I have a gift as an investor, it is to always question the narrative and favor reality. This trait, thanks to my parents, has served me well during my more than 30 years in the investment industry. It is also why I have found 2023 to be so frustratingly maddening. Yet it is Thanksgiving once more, and we have much for which to be thankful.

© Laurence Dutton Link License
  • Iron Capital Perspectives
  • November 3, 2023
  • Chuck Osborne

Listen Carefully

What was the most important moment in Jerome Powell’s post-Fed meeting comments this week? When a reporter asked about the Fed staff removing recession from their forecast, Powell responded, “It is hard to see a recession when one looks at the data.”