Season Investments

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Where Do We Go From Here?

October has been a month that most stock market investors would rather forget. At one point last week, all three major US stock market indices had given up all their year to date returns. The pickup in volatility and pull-back from the recent high has everyone asking where the market is going from here. http://www.seasoninvestments.com/insights/where-do-we-go-from-here/

A Recipe For Disaster

Yesterday the Congressional Budget Office released its analysis of the recently completed 2018 fiscal year. Unfortunately, despite an incredibly positive economic backdrop the Federal government’s debt and spending levels remain a grave concern. http://www.seasoninvestments.com/insights/a-recipe-for-disaster/

Long Way From Neutral

Monetary policy is simply not as exciting as it used to be. That said, last week Fed Chairman Jerome Powell made a passing comment that caused the markets to sit up and take notice. http://www.seasoninvestments.com/insights/long-way-from-neutral/