Olivar & Greb Capital Management
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Research & Insights

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

The August  2018 Client Note
August Client Note
File Size: 387 kb
File Type: pdf
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The July  2018 Client Note
July Client Note
File Size: 1347 kb
File Type: pdf
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The May 2018 Client Note
May Client Note
File Size: 500 kb
File Type: pdf
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The March  2018 Client Note
March Client Note
File Size: 263 kb
File Type: pdf
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The February  2018 Client Note
February Client Note
File Size: 206 kb
File Type: pdf
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The January  2018 Client Note
January Client Note
File Size: 226 kb
File Type: pdf
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The December 2017 Client Note
December Client Note
File Size: 222 kb
File Type: pdf
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Economic
​Updates


​Insights into our stock selection and hand picked articles relevant to the individual investor

The November 2017 Value Investors Note
This month, we cover Single's Day, the world's largest online retail day in the world. 
November Value Investor's Note
File Size: 176 kb
File Type: pdf
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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.
October Value Investor's Note
File Size: 455 kb
File Type: pdf
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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.  
September Value Investor's Note
File Size: 594 kb
File Type: pdf
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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!
July Value Investor's Note
File Size: 755 kb
File Type: pdf
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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. 
May Value Investor's Note
File Size: 208 kb
File Type: pdf
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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. 
April Value Investor's Note
File Size: 190 kb
File Type: pdf
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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
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December 2016 End of Year Newsletter
A background of the Chinese Renminbi, Trump's past failures and successes, and a handy financial calculator.
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October 2016 Economic Newsletter
Election day! How has the elections influenced the stock market in the past?
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September 2016 Economic Newsletter
The rise of ETFs. Learn more about the impressive (and alarming) history of the ETF.
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August Economic Newsletter
Gold Prices Update, Floating Rate Bonds and a look at the alarming US Healthcare System
August Economic Newsletter
File Size: 2203 kb
File Type: pdf
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July Economic Newsletter
A look at the navigation industry and Is India the Next China?
July Economic Newsletter
File Size: 1894 kb
File Type: pdf
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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
June Economic Newsletter
File Size: 2162 kb
File Type: pdf
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May Economic Newsletter
The global economy in pictures, and a look a cutting edge robotics company
May Economic Newsletter
File Size: 2574 kb
File Type: pdf
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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.
FirstSolar (FSLR) Report.pdf
File Size: 334 kb
File Type: pdf
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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. 
GDXJ Risks
File Size: 288 kb
File Type: pdf
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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
What is a Backdoor ROTH IRA?
File Size: 183 kb
File Type: pdf
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China's Real Estate Market
September 16th, 2016

A look into the lucrative real estate market in China
China's Real Estate Market
File Size: 128 kb
File Type: pdf
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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
China's 2015 Economic Calendar
File Size: 296 kb
File Type: pdf
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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
The History and Outlook of the Chinese Renminbi - Part 1
File Size: 206 kb
File Type: pdf
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The History and Outlook of the Chinese Renminbi - Part 2
File Size: 215 kb
File Type: pdf
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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.
The Rise of Chinese Mobile Banking Systems - Part 1
File Size: 536 kb
File Type: pdf
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The Rise of Chinese Mobile Banking Systems - Part 2
File Size: 250 kb
File Type: pdf
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The Rise of Chinese Mobile Banking Systems - Part 3
File Size: 245 kb
File Type: pdf
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Shanghai, China: +86.135.6408.9574
Boston, USA: +1.508.598.7590
client.services@olivar-greb.com
上海市静安区陕西北路835弄28号
No. 835 North Shan Xi Road , Suite 28, Jing'An District, Shanghai ​
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
​
16192 Coastal Highway, Lewes, Delaware 19958, County of Sussex
Framingham, Massachusetts, 01701, United States of America
​
Check the background of this investment professional on FINRA BrokerCheck
Disclosures | Business Continuity Plan | Privacy Policy | Table of Fees for Services | Copyright 2023
  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library