Season Investments

facebook-logo.pngtwitter.pnglinkedin-logo.png

WEEKLY INSIGHTS

Retirement Heartache

Posted on Apr 9, 2019

It’s National Retirement Week in America, and I think the planning and execution of individual retirements is an area where setting appropriate expectations is incredibly important - not only for emotional reasons but also because math doesn’t tend to care about our feelings. Unfortunately, the retirement outlook in our country is not looking great.

Is MMT A Free Lunch?

Posted on Mar 26, 2019

If you have been paying attention to the current political landscape, chances are you have heard the acronym MMT thrown around. But what exactly is MMT? In today’s post we will try to answer this question by boiling it down to its foundational substance.

The Virtuous Circle

Posted on Mar 19, 2019

The Fed’s aggressive and creative policy response to the financial crisis is one of the most controversial and widely misunderstood financial topics in the modern era. The impact of the Fed’s actions on the real economy is debatable, but few would argue it has had significant influence on the psychology of financial market participants.

Behind The Curtain

Posted on Mar 12, 2019

The Federal Reserve is tasked with promoting high employment and low inflation via the effective management of money and interest rates. But how? Let’s pull back the curtain on the three primary policy tools the Fed uses to implement policy.

A Three Legged Stool

Posted on Feb 26, 2019

Our last several posts have covered the history of banking in the United States, starting around the time of the Revolutionary War and leading up to the modern era of central banking. We shift gears this week to an examination of how the US Federal Reserved is structured and the roles of its various branches.

The World’s Most Powerful Institution

Posted on Feb 11, 2019

In this week’s post we will look at two important eras in the history of the Federal Reserve which are marked by turning points that expanded the Fed’s mandate and eventually turned it into, as some would argue, the most powerful institution in the world.

Shaping the Course of History

Posted on Feb 5, 2019

Last week we reviewed some of the historical context of the US banking system leading up to the creation of the Federal Reserve. In this week’s post we will continue our walk through history by taking a close look at the time directly before and after the Federal Reserve was created in 1913

Laying the Foundation for the Fed

Posted on Jan 29, 2019

The roots of the Federal Reserve can traced all the way back to our country’s origins and the American Revolutionary War. Although the US was able to successfully finance its war efforts and ultimately defeat the British, the value of the currency they used to finance the war quickly eroded to nothing after the war due to the fact that they had no formal institutional backing.

Playing Defense

Posted on Jan 15, 2019

The last two years have been incredibly interesting for stock market investors of all types. In this week’s insight we’re going to take a fresh look at how our trend following strategy has us positioned as we break the seal on 2019.

No Longer Niche

Posted on Dec 4, 2018

I started my professional career working at a large utility company in California. Fifteen years ago when I worked on RFPs to procure new long-term power purchase agreements, renewable energy was a very niche industry that was heavily reliant on government subsidizes and mandates. But today, the story is entirely different.

Is Cash Really Trash?

Posted on Nov 27, 2018

During volatility, upward trending markets, the old investment adage of “cash is trash” definitely holds true. But 2018 has ushered in a shift in the volatility landscape. The wild swings in the market are understandably making investors nervous, and some clients have ask us about whether or not MarketVANE is prompting us to reduce our exposure to stocks.

Where Do We Go From Here?

Posted on Oct 30, 2018

October has been a month that most stock market investors would rather forget. At one point last week, all three major US stock market indices had given up all their year to date returns. The pickup in volatility and pull-back from the recent high has everyone asking where the market is going from here.