Season Investments

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WEEKLY INSIGHTS

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.

A Recipe For Disaster

Posted on Oct 16, 2018

Yesterday the Congressional Budget Office released its analysis of the recently completed 2018 fiscal year. Unfortunately, despite an incredibly positive economic backdrop the Federal government’s debt and spending levels remain a grave concern.

Long Way From Neutral

Posted on Oct 9, 2018

Monetary policy is simply not as exciting as it used to be. That said, last week Fed Chairman Jerome Powell made a passing comment that caused the markets to sit up and take notice.

On Being A Father

Posted on Sep 25, 2018

As my friend Chris said during our recent time away, “I want to be able to look back on my life and know that I did the absolute best I could with the time and resources I was given.” There’s probably no other area of my life where this resonates more than fatherhood.

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.”