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Profits Through Empowerment

About 15 years ago, savvy institutional investors created a new market when they started buying permanent life insurance policies from individuals who were looking to sell their policies. On the surface, the idea of investing in someone else’s life insurance contract seems morbid, but in actuality it is empowering individuals with a better financial option. http://www.seasoninvestments.com/insights/profits-through-empowerment/

A Chaos Moment

Needless to say there is a lot going on in the world right now, and for us here in the US the front page news continues to be Trump’s trade war with China. The day by day developments continue to move markets and affect strategy within the world’s largest corporations. http://www.seasoninvestments.com/insights/a-chaos-moment/

Jim Rogers Said What?

Jim Rogers is no stranger to the headlines. Known for his natural charisma, easygoing southern charm and trademark bowtie, he has long been an industry favorite for interviews and guest speaker slots. But what he is most known for is his willingness to go on record with bombastic, headline-worthy predictions. http://www.seasoninvestments.com/insights/jim-rogers-said-what/

Shades of Gray

Many economists have criticized President Trump's stance on tariffs. But in the words of Thomas Jefferson, when it comes to matters of the economy, “no one axiom can be laid down as wise and expedient for all times and circumstances.” http://www.seasoninvestments.com/insights/shades-of-gray/

History Of Money

There are two key takeaways from the history of money. First, pretty much anything can act as a form of money as long as everyone agrees that it is so and secondly, no form of money is immune to failure. http://www.seasoninvestments.com/insights/history-of-money/

And We're Off!

And we’re off…by about 6%! The first week of trading in 2016 claims the honor of being the worst starting week on record for the S&P 500 Index in its long and storied history dropping by close to 6%! It was a rough week for sure, but how should it effect our investment outlook for the future? http://www.seasoninvestments.com/insights/and-were-off/

Swimming Naked

The current drama unfolding in China has many of the same characteristics of a classic bubble (see Dutch Tulip Mania, the Roaring 20’s, or the Internet Bubble as a couple examples), but with a couple key differences that may end up creating some long-term repercussions for China. http://www.seasoninvestments.com/insights/swimming-naked/

A Look Back At Bitcoin

This week’s Insight will be a re-post of a piece that we wrote almost exactly a year ago. A lot has happened over the past twelve months, and the topic of Bitcoin is even more prevalent today than it was twelve months ago. http://www.seasoninvestments.com/insights/a-look-back-at-bitcoin/

Monthly Macro: Baby It’s Cold Outside

Our Monthly Macro highlights 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 impact cold weather in the US is having on economic data, gold's strong start to the year, and the political instability enveloping the Ukraine. http://www.seasoninvestments.com/insights/monthly-macro-baby-its-cold-outside/

Monthly Macro: Passing The Baton

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. This month’s piece will focus on the poor start to the year for stocks, Bernanke’s last move as Fed chairman and the growing belief in the global economic recovery. http://www.seasoninvestments.com/insights/monthly-macro-passing-the-baton/

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/

Monthly Macro: New Leadership Paves The Way

This Monthly Macro will focus on improving economic data in the US, Janet Yellen’s recent nomination and some monumental proposals coming out of China’s most recent third plenary session. http://www.seasoninvestments.com/insights/monthly-macro-new-leadership-paves-the-way/

Monthly Macro: Green Shoots, Meet Congress

The month of September brought a slew of positive marginal changes in global economic data, the FOMC decided to leave its quantitative easing program unchanged at $85 billion a month, and Congress decided to embark on the "Shutdown Showdown." http://www.seasoninvestments.com/insights/monthly-macro-green-shoots-meet-congress/

Monthly Macro: Tug Of War In Confidence

This month’s piece will focus on a few themes that show the ongoing tug of war between confidence and uncertainty. We’ll discuss equity market complacency, Syrian tensions and green shoots in the European and Chinese economies. http://www.seasoninvestments.com/insights/monthly-macro-tug-of-war-in-confidence/

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/

Targeting Infinity

“Our price target for the Yen is infinity, meaning it is going to be worthless.” – Axel Merk http://www.seasoninvestments.com/insights/targeting-infinity/

Monthly Macro: The Squeeze Is On

This month’s piece will focus on the market’s response to Bernanke’s mid-month press conference, the deceleration in several economic data points during the month, and the recent liquidity squeeze in the Chinese banking system. http://www.seasoninvestments.com/insights/monthly-macro-the-squeeze-is-on/

Taper Tantrum

When the New York Times first affixed the words “Taper Tantrum” to a video released last week, they likely had no idea how appropriate the phrase would be for what would ensue in the financial markets over the next several days. Neither did we, or anyone else we know of for that matter. http://www.seasoninvestments.com/insights/taper-tantrum/

Monthly Macro: Austerity vs Monetary Madness

In this month’s Monthly Macro piece we look at green shoots in the US, the changing attitude towards austerity in Europe, the pending questions surrounding China’s economy and the latest round of monetary madness courtesy of the Bank of Japan. http://www.seasoninvestments.com/insights/monthly-macro-austerity-vs-monetary-madness/

Coach Gets The Tap

Coach is a brand best known here in the US for their leather accessories. The primary risks to the company’s future are the same as its opportunities as it now looks to expand its reach beyond the US and other developed markets into higher growing emerging markets. http://www.seasoninvestments.com/insights/coach-gets-the-tap/

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