Season Investments

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The Greek Tragedy (Act III)

The Greek crisis will surely be one of the defining macroeconomic stories of this decade. We are now in the sixth year of this drama. Greece has found its way back onto the front page repeatedly since late 2009, and the past six weeks have ushered in Act III (as measured by the number of bailouts the country has received) of what is truly turning into a Greek Tragedy. http://www.seasoninvestments.com/insights/the-greek-tragedy-act-iii/

Why You Should Ignore The Dow

The Dow is the oldest, most iconic market index in circulation. It is also the most irrelevant measure of broad stock market performance in existence today. http://www.seasoninvestments.com/insights/why-you-should-ignore-the-dow/

The Secret Sauce

At its core, trend following is a reactionary discipline that doesn’t try to predict the future based on some sort of gut conviction or analysis of the macroeconomic tea leaves. In this week’s post we will unpack Season Investments’ own secret sauce of trend following coined MarketVANE, which we apply as a long-term investment discipline to both stocks and hard assets. http://www.seasoninvestments.com/insights/the-secret-sauce/