Season Investments

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WEEKLY INSIGHTS

Thinking in Probabilities

Posted on Sep 18, 2018

One of the most popular rules of thumb that is commonly used is to judge the quality of a decision based solely on the outcome it produces. This is known as a resulting bias where we use the benefit of hindsight to judge the merits of a decision that was made under uncertainty about the future, but this quickly leads to less than optimal decisions.

Why We Scapegoat

Posted on Sep 11, 2018

I recently listened to podcast with Annie Duke about her new book entitled Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts. Of the many excellent takeaways from the interview, the overarching theme was how we as humans tend to be sub-optimal in our decision making process and what we can do to get better.

Jim Rogers Said What?

Posted on Aug 28, 2018

Jim Rogers is no stranger to the headlines. Known for his natural charisma, easygoing southern charm and trademark bowtie, he has long been an industry favorite for interviews and guest speaker slots. But what he is most known for is his willingness to go on record with bombastic, headline-worthy predictions.

Housing Slowdown Ahead?

Posted on Aug 21, 2018

It’s hard to overstate the importance of consumer, investor and business confidence to the health of the overall economy. All of this, in large part, is an aggregate reflection of how people feel. And judging by economic numbers as a whole, people have been feeling pretty good over the past few years.

Rise of the Machines

Posted on Jun 5, 2018

The fear of machines taking jobs away from human beings is not a new one. This fear has proven to be misplaced as technology and machines have created more jobs than they have taken away. But could all that be changing going forward and if so, why is this time any different?

Shades of Gray

Posted on May 22, 2018

Many economists have criticized President Trump's stance on tariffs. But in the words of Thomas Jefferson, when it comes to matters of the economy, “no one axiom can be laid down as wise and expedient for all times and circumstances.”

Is It Really All About The Blockchain?

Posted on May 1, 2018

One of the most frequent expressions we’ve heard in support of cryptocurrencies over the years is, “It’s all about the blockchain.” Indeed, as highlighted earlier in this series, the blockchain technology introduced to the world by Bitcoin truly is one of its special characteristics.

Is Cryptocurrency A Bubble?

Posted on Apr 24, 2018

In the same way that an escalating price does not validate cryptocurrency as legitimate, a collapsing price does not necessarily reveal it to be a fraud. Its long-term staying power will be determined by a whole host of other aspects in addition to investor sentiment and price behavior.

Is Cryptocurrency Money?

Posted on Apr 17, 2018

Is cryptocurrency money? The short answer to this question is clearly yes since we’ve already established that pretty much anything can be money, and cryptos meet most of the general criteria for something to be considered as such. The more relevant question is whether or not they are a good form of money.

History of Cryptocurrency

Posted on Apr 10, 2018

The meteoric rise of the “cryptos” has been one of the most fascinating phenomena we’ve seen in our careers, and we continue to watch its development with great interest on a daily basis. In this week’s Insight we’ll rewind the clock about ten years and provide a high level review on how we got to where we are today.

Blockchain And Bingo

Posted on Apr 3, 2018

We cannot have a conversation about cryptocurrencies without having a conversation about the blockchain. In simple terms, the blockchain is the digital architecture upon which cryptocurrencies are built. It is the accounting system, the ledger, the mechanism for keeping the transactional history for any particular cryptocurrency.

What Is Cryptocurrency?

Posted on Mar 27, 2018

According to the Wall Street Journal, “When you boil it [cryptocurrencies] down, all it really is, is an online ledger. The difference is that there’s no government backing it. The ledger is maintained automatically on a network of computers.”