Season Investments

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A Dangerous Game Of Chicken

After a relatively quiet 5-week summer recess, we expect the conversation in Washington to heat back up once Congress is back in session on September 9th. With exactly three weeks remaining in the fiscal year, the house, senate and white house will have to work together on a FY2014 spending plan or face a government shut down on October 1st. http://www.seasoninvestments.com/insights/a-dangerous-game-of-chicken/

Weaning The Mortgage Market

This week we will look at the bill being debated in the Senate and publically endorsed by the President proposing the eventual shut down of both Fannie Mae and Freddie Mac. The new bill proposes a plan to shut down Fannie and Freddie over the next 5 years while still maintaining a reduced role of the federal government in mortgage finance. http://www.seasoninvestments.com/insights/weaning-the-mortgage-market/

Chocolate Sundaes

This week we are going to explore the history of Fannie Mae and Freddie Mac to better understand their role in the economy and how we got to where we are today. http://www.seasoninvestments.com/insights/chocolate-sundaes/

Monthly Macro: Risk & Opportunity In Suprise

This month’s piece will focus on the game of chicken being played by China’s leadership and its economy, the recent optimism towards the Eurozone and potential hiccups being experienced in the US housing market. http://www.seasoninvestments.com/insights/monthly-macro-risk-and-opportunity-in-suprise/