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

Austerity

The economic news of late has not been good. Last week the UK officially went into recession, followed this week by Spain. At home we continue to receive mixed signals. Last week’s durable goods report showed a significant pullback, followed by a GDP report worse than most expected, showing the economy grew at a slow…


  • Iron Capital Perspectives
  • March 28, 2012
  • Chuck Osborne

What Is The Fed Really Telling Us?

Ben Bernanke, Chairman of the Federal Reserve (Fed), gave a speech on Monday that sent the equity markets skyward. He announced to the world that he is going to keep the peddle down and the presses rolling:  loose monetary policy is here to stay. The markets applauded, but should they? There is another way to…


  • Iron Capital Perspectives
  • February 28, 2012
  • Chuck Osborne

Mixed Economic Data, Insider Trading, and The Loss of A Legend

Durable goods orders fell the most in three years and your house is still losing value, but don’t worry because consumers seem happy about the whole situation. These were the Strange Bedfellows that greeted us this morning with the release of durable goods orders, the Case-Shiller Home Price index and the consumer confidence index. The…


  • Iron Capital Perspectives
  • February 21, 2012
  • Chuck Osborne

The Biggest News Stories Not in The News

Do you ever wonder why some stories get a lot of press and others, which seem more important, do not? I read The Wall Street Journal, The New York Times and The Washington Post daily, and I get constant news updates on economic issues, specifically on all of our holdings. Over the last few years…


  • Iron Capital Perspectives
  • February 7, 2012
  • Chuck Osborne

It’s Just Math

Lots of people struggle with math. I am married to such a person, which helps me understand. To risk stating the obvious, I am not one of those people. Math always came easily to me, as it does for most people who grow up to be analysts and portfolio managers. Sometimes I need to be…