Season Investments

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WEEKLY INSIGHTS

Saving For College?

Posted on Sep 30, 2014

As parents, we all want the best for our children and part of that includes giving them opportunities for success in life. Although we think it is a good and noble idea for parents to pay a portion if not all of a child’s education, it is not a necessity and other savings goals should be met before venturing down this path.

Young Buffett's Wisdom

Posted on Sep 23, 2014

Few would argue that Warren Buffett is one of the greatest investors of our time. Some might guess that a younger, less experienced Buffett managing a hedge fund might have a drastically different investment philosophy than the sage we know today, but is that the case?

The Cleanest Dirty Shirt

Posted on Sep 16, 2014

There are myriad reasons for the recent strength in our currency, but one of the simplest explanations is that despite its problems the US Dollar is still the “cleanest dirty shirt in the closet”. The fact of the matter is that the headwinds of over-indebtedness, soft labor trends and anemic private sector growth are not at all unique to the United States.

The Inevitability of Higher Rates

Posted on Sep 9, 2014

Most investors, economists, and pundits believe that interest rates here in the US have nowhere to go but up. But rates have dropped this year leaving some to wonder when the inevitable rise in interest rates will come.

Opposite Directions

Posted on Sep 2, 2014

With quantitative easing on its way out, the next important step from US policy makers will be to signal to the markets that they are ready to begin raising interest rates. Across the pond in Europe the situation is quite different, and monetary policy appears poised to move in the opposite direction as the US.

The Long Hike

Posted on Aug 26, 2014

As we recently explained in An Update On The Fed, now that quantitative easing is on its way out the focus has shifted to when the Fed will begin to hike short-term interest rates. It’s hard to believe, but it is going on six years now since former Chairman Ben Bernanke took short term rates down to the zero bound.

Average Isn't Good Enough

Posted on Aug 19, 2014

We often hear advice on how to save and invest, but not a whole lot of attention is given to how to stick with our savings and investment plans through thick and thin. Emotions can reek havoc on our investment returns and lead to inadequate returns for the "average investor."

Red Flag On The Margin

Posted on Aug 12, 2014

We have written a couple of times in recent weeks about some warnings signals flashing for stock market investors. This week we take a look at NYSE Margin Debt.

The Debtor's Merry-Go-Round

Posted on Aug 5, 2014

The recent memory of a nationwide housing collapse continues to keep home ownership rates down while putting upward pressure on rents, which are now growing faster than wages. If left unchecked, this could spell disaster for young professionals who are trying to keep their head above water and get off the debtor's merry-go-round.

Long In The Tooth?

Posted on Jul 29, 2014

If you do a simple google search of “market long in the tooth” you’ll discover how widely used this phrase can become once a market has been in a steady uptrend for a significant period of time. But when someone asserts that a bull market has grown long in the tooth what exactly are they trying to say?

The Last Truck

Posted on Jul 22, 2014

Much of the research coming across our screen in recent days has highlighted the potential potholes in the road ahead for investors. More and more pundits are calling the structural integrity of the bridge into question, and people are beginning to guess how many more trucks might be able to cross before the whole things starts to crumble.

An Update on the Fed

Posted on Jul 15, 2014

Janet Yellen is presenting the first of two days of testimony to Congress in which the Federal Reserve Chair will deliver prepared comments that is followed by grueling questioning. All eyes and ears are fixed on any additional guidance and insight Ms. Yellen might provide into when and how the FOMC might begin to shift its policies.