O&G Capital Management sends out monthly market letters and often publishes think pieces with our reflections on the current state of the economy and the investment world.
O&G Client Note
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Economic
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The November 2017 Value Investors Note
This month, we cover Single's Day, the world's largest online retail day in the world. |
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The October 2017 Value Investors Note
In this edition we take a look at the recent cryptocurrency boom, as well as China's Party Congress taking place soon. |
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The September 2017 Value Investors Note
As the summer wraps up, a lot is going on in the market. From Bitcoin's rise to the S&P's technology sector, many valuations just don't make sense. |
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The July 2017 Value Investors Note
In this special summer addition we have included a new segment that breaks down complicated financial terms. This month's issue is regarding ETFs. We also added our summer reading list as a bonus! |
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The May 2017 Value Investors Note
In the second edition of our value investors note, we examine what is driving the stock market to all-time highs, as well as a few companies that still seem inexpensive in these market conditions. |
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The April 2017 Value Investors Note
We are very excited to share with you the new layout for our monthly Value Investor Note. Here we detail our current investment ideas and strategies. |
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January 2017 Economic Newsletter
The Wealth Gap, China's New 5 Year Plan, Trump's 20 Trillion Dollar Problem, and the Dangers of ETFs Click here to view in your browser |
December 2016 End of Year Newsletter
A background of the Chinese Renminbi, Trump's past failures and successes, and a handy financial calculator. Click here to view in your browser |
October 2016 Economic Newsletter
Election day! How has the elections influenced the stock market in the past? Click here to view in your browser |
September 2016 Economic Newsletter
The rise of ETFs. Learn more about the impressive (and alarming) history of the ETF. Click here to view in your browser |
August Economic Newsletter
Gold Prices Update, Floating Rate Bonds and a look at the alarming US Healthcare System |
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July Economic Newsletter
A look at the navigation industry and Is India the Next China? |
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June Economic Newsletter
In depth look at Brexit, and insight into one of the most efficient investment banking companies in the industry |
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May Economic Newsletter
The global economy in pictures, and a look a cutting edge robotics company |
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Think Pieces
and Articles
Timely articles published by our research team about current events, new trends, and our outlook
FirstSolar (FSLR) Research Report
A beaten down stock that is trading near cash value. Please see this research report on the solar company managed by Elon Musk. |
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The Risks of GDXJ
April 21st, 2017 The increase in ETF investment has been staggering. Due to such success, the junior miner ETF GDXJ has found itself in a very precarious situation. |
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What is a Backdoor ROTH IRA?
October 20th, 2016 For American citizens, a backdoor ROTH may let you contribute beyond normal limits |
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China's Real Estate Market
September 16th, 2016 A look into the lucrative real estate market in China |
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China's 2015 Economic Timeline Review
January 28th, 2016 A visual of the chaotic events of the past year, including the RMB Devaluation and the Chinese Stock Market crash |
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The History and Outlook of the RMB
January 11th, 2016 This two part series gives insight into the history of the Chinese RMB, along with our future outlook |
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The Rise of Mobile Banking
January 11th, 2016 This three part series gives an in depth look at how mobile banking is transforming China's payment system. |
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No. 835 North Shan Xi Road , Suite 28, Jing'An District, Shanghai |