Season Investments

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WEEKLY INSIGHTS

Macro Update: 2012 Macro Radar

Posted on Jan 6, 2012

As we head into the New Year there are four factors on our “Macro Radar” that we believe will be the primary drivers of financial market performance in 2012, which means we will spend a lot of time proactively focusing our research efforts on understanding and monitoring their development throughout the year.

Macro Update: Europe Still Front Page

Posted on Dec 9, 2011

How do we define the tipping point? Well, there are three “legs to the stool” required to support the path of ever-increasing indebtedness. The tipping point is reached when one of these three legs is weakened to the point of breaking. In Europe’s case, it’s all three at once.