Recent Insights
Archives
Test

Archives: Insights


  • Iron Capital Perspectives
  • January 2, 2013
  • Chuck Osborne

Lucky ’13?

So we went over the cliff after all, but only for a day. There is much to dislike about the deal that avoided the worst-case scenario for across-the-board tax increases; what one decides to dislike will depend on politics, but regardless the deal was a compromise and these days that means no one will be…


  • Iron Capital Perspectives
  • December 18, 2012
  • Chuck Osborne

Investing, Speculating, and Apple

Instead of boring everyone with more discussion about the fiscal cliff, I thought I would take an opportunity to provide some insight into how investment professionals actually find investment opportunities and the difference between investing and speculating. Apple provides us with that wonderful opportunity. Apple is one of, if not the most, successful companies in…


  • Iron Capital Perspectives
  • December 6, 2012
  • Chuck Osborne

Someone Must Know Something I Don’t

Happily we go straight to the cliff. Will we go over it? If so, will we go way over, or will we just dip into January to get that dropping sensation in our stomachs before pulling the parachute cord? The fiscal cliff is all anyone talks about these days. The market seems confident that a…


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

Over The Cliff?

Are we headed over the “fiscal cliff” or will our politicians come to an agreement? Your guess is as good as ours, but as there is at least some chance we could go over the cliff, we should spend some time understanding what that would actually mean. The first impact that most of us will…


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

Now What?

My guess is that there is only one positive outcome all Americans can agree on as a result of last night’s election: no more political ads…until the next time anyway. Now that all the theatrics are over it is time to get back to reality. I was surprised last night not to hear any exit…