Season Investments

facebook-logo.pngtwitter.pnglinkedin-logo.png

Search Insights

Deducing Deductions

While we will likely have more to say on tax reform in the coming weeks, we’d like to narrow in on a couple particular elements of the proposed reform in this post: the increase of the standard deduction, along with the related changes to the personal exemption and child tax credit. http://www.seasoninvestments.com/insights/deducing-deductions/

Up Against A Wall

Next Tuesday our congressional leaders will return from their August break and begin what is sure to be an exciting fall session. Among many other things, they face the start of a new fiscal year, meaning one of the top priorities in coming weeks will be budget negotiations which could culminate in a standoff between the Capitol and the White House. http://www.seasoninvestments.com/insights/up-against-a-wall/

A False Sense of Security

We make predictions about the future in order to calm our fears by giving us a false sense of control over something that is by nature highly uncertain. The problem in doing so is that it has the potential to short circuit the self-correcting nature of human creativity and ingenuity which enables us to solve present day problems and build a brighter future. http://www.seasoninvestments.com/insights/a-false-sense-of-security/

Beach Balls Under Water

Since the election, investors have been scrambling to understand what a Trump presidency might mean for future of financial markets. Global asset prices had all but priced in a Clinton victory, and the chaos that ensued in futures markets as Trump’s victory took shape throughout the evening reflected a sense of confusion over how to interpret the results. http://www.seasoninvestments.com/insights/beach-balls-under-water/

The Endangered Swing Voter

I think we can all agree, that this Presidential election cycle has been extremely polarizing for our country. All of this polarization has led to the near extinction of a group of voters known as swing voters. Polarization rather than persuasion now paves the way to the White House. http://www.seasoninvestments.com/insights/the-endangered-swing-voter/

Taking Stock in the Election

Today we’re taking a slight departure from any semblance of serious financial commentary and discussing one of those topics that is sure to bear little to no fruit – if not end up being downright counterproductive.It’s time to talk politics! More specifically, let’s prognosticate what might happen in financial markets in response to a Trump vs Clinton victory. http://www.seasoninvestments.com/insights/taking-stock-in-the-election/

Is Repatriation A Patriotic Duty?

As we all know, election years tend to dredge up a variety of widely debated topics and issues. One big one is tax policy. Where should tax rates be set? Who should be responsible for how much? These are questions that will always be highly contested, not just on the national stage but at the state and local level as well. http://www.seasoninvestments.com/insights/is-repatriation-a-patriotic-duty/

Daylight Saving Time: Why?

If you live in the United States, this past weekend you had to endure the time honored tradition of losing an hour every spring for Daylight Saving Time. In this week’s Insight we explore where DST came from and why it is still practiced in the US today. Spoiler alert…like many things in this world, it all comes down to money. http://www.seasoninvestments.com/insights/daylight-saving-time-why/

More Fool's Wisdom

On the heels of last week's post and keeping with the tone of the election season, we thought it was an appropriate time to re-post one of our favorite Insights called A Fool's Wisdom. We hope that this week's re-post shows that confidence and knowledge are not necessary correlated, which is yet another important thing to keep in mind during an election season. http://www.seasoninvestments.com/insights/more-fools-wisdom/

Unintended Consequences

It is everyone’s favorite time of the year where we are all inundated with sound bites, headlines, and advertisements telling us why we should or should not cast our vote for a particular Presidential candidate. One of the many topics of discussion this election season has been income inequality, which is the topic of this week's Insight. http://www.seasoninvestments.com/insights/unintended-consequences/

Labor Market Goes Out Like A Lamb

Last Friday the Federal Bureau of Labor Statistics released the jobs data for the month of March, and although the labor market entered the month like a lion, it went out like a lamb. This week we’ll unpack the current state of the jobs market by reviewing a series of charts. http://www.seasoninvestments.com/insights/labor-market-goes-out-like-a-lamb/

The Capitalist Dilemma

Over the past couple years, much attention has been given to the wealth gap here in the United States and around the rest of the world. The question we must ask is whether the current gap between the “have’s” and the “have not’s” creates a fundamental problem for our society and if so, how do we fix it? http://www.seasoninvestments.com/insights/the-capitalist-dilemma/

Ignorance Is Bliss

This week we wrap up our four part series on the harmful effects of news consumption. We look at one of the aspects of Warren Buffett's investment success and two reasons why news can hinder rather than help investors in reaching their investment objectives. http://www.seasoninvestments.com/insights/ignorance-is-bliss/

The Cost of Paying Attention

Last week we introduced a four-part Weekly Insight series on how the regular consumption of news might actually be detrimental to decision making. We covered the first five “toxic dangers” of news as laid out in Rolf Dobelli’s research paper entitled "Avoid News: Towards a Healthy News Diet" and this week we will cover the next five dangers. http://www.seasoninvestments.com/insights/the-cost-of-paying-attention/

Subprime Goes To College

A lot has been made of the so called “student loan crisis” in the financial media in recent months. Increases in default rates and student borrowing have led to a wave of hand-wringing and doomsday predictions. While there is a lot to be concerned about in this credit sector, there are a variety of reasons why such comparisons are overblown. http://www.seasoninvestments.com/insights/subprime-goes-to-college/

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: 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/

Fed Ed: The Genesis

Over the next four weeks we will be doing a series of Insights on the Federal Reserve. Today we start this series by taking a look at the history of the US banking system and the events leading up to the creation of the Federal Reserve under the Federal Reserve Act of 1913. http://www.seasoninvestments.com/insights/fed-ed-the-genesis/

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/

Dual Headed Policy Monster

We have been, and continue to be, in a policy-driven market environment. While the focus has largely been on the Federal Reserve’s monetary policy, Washington’s fiscal policy has also been hugely influential. http://www.seasoninvestments.com/insights/dual-headed-policy-monster/

« Previous 12 Next »