Season Investments

facebook-logo.pngtwitter.pnglinkedin-logo.png

Archives

Buying A Four-Letter Word

We added AAPL to our watch list when it broke below $550 in November, and we purchased the stock yesterday in our client portfolios at roughly $451/share. We’ll spare you the technical details as there is no shortage of hyper-granular analysis available on the web, but here are a handful of high-level reasons for our decision. http://www.seasoninvestments.com/insights/buying-a-four-letter-word/

Exporting Unemployment

The global financial crisis in 2008 was a game changer on many levels. One of which was, and continues to be, the gross reality that developed economies can no longer borrow their way to prosperity. According to many central banks, the answer to this problem is to export unemployment to other countries through competitive currency devaluation. http://www.seasoninvestments.com/insights/exporting-unemployment/

The 95th Raising of the Debt Ceiling

The whole concept of the debt ceiling is a bit strange in that Congress has the power to set revenues and spending, but not the issuance of debt to fill the gap between these two. How did the debt ceiling come about and will this most recent debate over raising it for the 95th time be a game changer? http://www.seasoninvestments.com/insights/the-95th-raising-of-the-debt-ceiling/

An 18-Month Devolution

The deal Congress reached on New Year's day dealt with several, but not all, of the important components of the Fiscal Cliff. The real fireworks may be yet to come... http://www.seasoninvestments.com/insights/an-18-month-devolution/