Season Investments

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INSIGHTS

A Look Back At Bitcoin

Posted on Apr 15, 2014

This week’s Insight will be a re-post of a piece that we wrote almost exactly a year ago. A lot has happened over the past twelve months, and the topic of Bitcoin is even more prevalent today than it was twelve months ago.

Is Investing a Rigged Game?

Posted on Apr 8, 2014

This past week the financial press has been enamored with the topic of high frequency trading (“HFT”), which was sparked by a 60 Minutes interview with author Michael Lewis who called the US stock market "rigged."

Social (In)security

Posted on Apr 1, 2014

Last week we discussed the history of our nation’s social security program.In this week's post we’ll analyze the long-term viability of the plan, and how that impacts us as savers and investors.

Show Me The (Social Security) Money!

Posted on Mar 25, 2014

The outlooks Americans have on the future of Social Security vary widely. This week we launch into a two part series on Social Security where we tackle the history and current state of affairs in this post and then look at the future viability of the program in next week’s post.

A Banking Phenomenon

Posted on Mar 18, 2014

The current savings environment of negative real returns on risk free investments has created a glut of viable income options for investors. As such, investors must turn to alternative sources for income generation. We continue to like the P2P lending space and think it offers a compelling return/risk profile.

The Happiness Machine

Posted on Mar 11, 2014

Most Americans realize that we live in a consumer driven society, but what exactly does that mean and how did we get to this current state of affairs? To answer that question we have to go back to the early 20th century and the writings of Sigmund Freud.

Monthly Macro: Baby It’s Cold Outside

Posted on Mar 4, 2014

Our Monthly Macro highlights the global themes that we believe are the most important and discuss why they matter for investors. This month’s piece will focus on the impact cold weather in the US is having on economic data, gold's strong start to the year, and the political instability enveloping the Ukraine.

Don't Spend All Your Money

Posted on Feb 25, 2014

In last week’s insight, we discussed the importance of saving money early. Unfortunately, the trend in America is moving in the opposite direction of spending excessively, but why is this the case? One big reason, we are not intentional and focused about our spending.

Don't Let the Future Own Your Income

Posted on Feb 18, 2014

As a country, US citizens are not saving enough money for future needs. One of the reasons the savings rate here in the US is so low is because we have become a “microwave generation” armed with credit cards to buy what we want when we want it with little to no concern about if we can afford it.

The Tortoise or the Hare

Posted on Feb 11, 2014

All financial assets fall into one of four categories: equity, debt, currency, or hard assets. So where does absolute return fit into the mix?

Monthly Macro: Passing The Baton

Posted on Feb 4, 2014

Our Monthly Macro is a recurring post that appears on the first Tuesday of every month and recaps the high level macro developments of the previous month. This month’s piece will focus on the poor start to the year for stocks, Bernanke’s last move as Fed chairman and the growing belief in the global economic recovery.

The Barbarous Relic

Posted on Jan 28, 2014

Last year was not a pretty year for gold. The spot price of fell almost 28% making it the second worst year for since Nixon took the US completely off the gold standard in 1971. This has led many to question the merits of investing in gold. So what does this mean for gold and its roll in a diversified portfolio?