Season Investments

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The Barbarous Relic

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? http://www.seasoninvestments.com/insights/the-barbarous-relic/

What’s Luck Got To Do With It?

"It’s hard to know what will happen and impossible to know when it will happen. Many things influence performance other than (a) investors’ hard work and skill and (b) the market’s dependable discounting of information about the future. Luck – randomness, or the occurrence of things beyond our knowledge and control – plays a huge part in outcomes." http://www.seasoninvestments.com/insights/whats-luck-got-to-do-with-it/

The Jobs Monkey Wrench

The December jobs report was released last Friday with some data points that surprised many economists. Although it is only one month's data point, the December jobs report might have thrown a monkey wrench in the Fed’s plans. http://www.seasoninvestments.com/insights/the-jobs-monkey-wrench/

Monthly Macro: Policy Downshift

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. We highlight 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 long-awaited Fed taper, Washington’s budget deal and the skyrocketing stock market. http://www.seasoninvestments.com/insights/monthly-macro-policy-downshift/