Jim Osman

New York, Washington, D.C.

Contributor and Journalist at Freelance

Investigative + political journalist. Professor @NewhouseSU 🇮🇱 🇮🇱 🏳️‍🌈@nlgja 🏳️‍🌈 @CBSPhiladelphia, @wusa9, @abc15 alum #RingTheBell #FlyEaglesFly

Articles

インテル分割か買収か？戦略的買収を呼び込む国家級隠れ資産

5 days ago | forbesjapan.com | Jim Osman

トップビジネス経営・戦略インテル分割か買収か？戦略的買収を呼び込む国家級隠れ資産かつて半導体業界で圧倒的だったインテルの地位は、いまや警鐘を鳴らす事例となっている。現在の状況は、同社が分割あるいは買収の標的となり得る脆弱性を抱えていることを示しているのではないだろうか。凋落した王者の現状 AMDとエヌビディアが市場シェア、注目度、そしてAI成長ストーリーを手中に収めて疾走する一方、インテルは停滞した。次世代チップの投入、ファウンドリー事業の活用、アーキテクチャ上の優位維持に失敗し、重要なほぼすべての業績指標で後れを取っている。以前フォーブスで指摘したとおり、この凋落は単なるタイミングの悪さではない。文化的惰性、誤ったリーダーシップ選択、そして先見性の欠如が、インテルを業界の先導的企業から肥大化し受動的な巨人へと変貌させた。現経営陣は変革を声高に唱えるが、攻勢の回復を示す確たる証拠は見当たらない。結果として株価は見かけ上割安に映り、待ち続ける投資家には高くつく。インテルには価値ある資産が存在するものの、それを解き放つ戦略が混乱しているか、まったく欠けている。...
The 7 Signs Your Stock Is A Buyout Target

5 days ago | barchart.com | Jim Osman

Private equity doesn’t chase headlines—it hunts in silence. Armed with over $2.5 trillion in dry powder (Moonfare, May 2025), PE firms are scanning the market for overlooked opportunities. At the same time, a new wave of activist campaigns is hitting companies with soft margins, lazy capital allocation, or underperforming business lines. The market may not see it coming, but smart money already has. This process isn’t about guesswork.
When Expensive Isn’t A Ripoff: Why Some High-Priced Stocks Keep Soaring

1 week ago | barchart.com | Jim Osman

“$500 a share? Must be overvalued.”This is an instinctive response. I hear all the time from retail traders and professionals who should know better. They mix up price and value, forgetting that the two are rarely the same. A high price tag doesn't mean something is too expensive, just like a low price tag doesn't suggest it's inexpensive. Last week, I laid out how cheap can be a trap and how a low price often signals broken businesses and false hope.
When ‘Cheap’ Is A Trap: 5 Signs That Stock Won’t Recover

2 weeks ago | barchart.com | Jim Osman

You’ve seen it before. A once great company, a recognizable brand with a long history, now trades at 3× earnings. Revenue has slipped, the dividend’s been cut, and the stock is down 75% from its peak. On paper, it looks like a bargain. The worst must be over… right? Not necessarily. In investing, price alone is not a thesis. Some stocks trade cheaply because they’re about to recover. Some stocks remain cheap due to their structural brokenness.
What If The Inflation Fight Is Already Lost?

3 weeks ago | barchart.com | Jim Osman

For the past two years, investors have been clinging to the hope of a pivot—just one more rate hike, then the easing begins. It hasn’t happened. And it might not. Services inflation remains stubborn, wage growth continues to rise, and the Fed is constrained by issues of credibility and political pressures. Markets are still dancing to the tune of rate-cut optimism, but the music may have already stopped. What if the soft landing is a myth? What if the current situation isn’t a cycle but a new regime?
Liquidity Is An Illusion-And The Fed Can’t Save You This Time

4 weeks ago | barchart.com | Jim Osman

Liquidity, until it vanishes, seems like a safety net. Markets froze in 2008 until the Fed dropped rates, guaranteed banks, and inundated the system with liquidity. When even Treasuries went no-bid in March 2020, the Fed came back with trillions in QE and emergency initiatives. Markets reacted both times as well. But if that playbook falls apart? The stubbornness of inflation is unchanged. From national balance sheets to overleveraged corporations, debt is all around.
The Passive Investing Trap: Why Your ETF Could Be The Next Market Risk

1 month ago | barchart.com | Jim Osman

Passive investing dominates the modern portfolio. With over $13 trillion now locked into index funds and ETFs, most investors have embraced the promise of low fees, broad diversification, and “owning the market.” Giants like Vanguard and BlackRock now move markets, not through insight, but through automated flows. And that’s exactly the problem. Underneath the surface, a structural flaw is growing. Passive investing works until everyone tries to exit at once.
Cómo conviene invertir en medio de la volatilidad el mercado según tres gurúes de Wall Street

1 month ago | forbesargentina.com | Amura CMS |Jim Osman

Los mercados están llenos de ruido. El entusiasmo por la inteligencia artificial, los repuntes que se disparan por el miedo a quedarse afuera (FOMO) y las crisis de liquidez que aparecen de golpe. En medio de todo eso, no faltan opiniones. Falta claridad. Y en este contexto, invertir bien no depende del ruido, sino de mantenerse firme. Durante el último mes hablé con tres gestores de fondos con mucha experiencia.
What The Markets Say Vs. What You Should Watch

1 month ago | barchart.com | Jim Osman

Moody's has issued a warning to the United States, yet no one appears to heed it. Bond rates changed little at all. Stocks were constant. The dollar was not flexible. In a market where political deadlock has become institutionalized and government debt approaches the next big figure of $40 trillion, is collective indifference the wise answer or a risky one?
In Uncertain Markets, Stock Picking Isn’t Optional - It’s Your Edge

1 month ago | barchart.com | Jim Osman

There’s a comforting myth that indexing and diversification alone can protect you in turbulent markets. For years, during an era of cheap money, passive flows, and rising tides lifting all boats, it even appeared true. You could hide in the market, and it would carry you along. But that world has changed. Today, inflation is stubborn. Interest rates are volatile. Geopolitical risks are no longer background noise; they are active, moving forces. The broad market won’t save you anymore.