Season Investments

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INSIGHTS

Large Risks, Large Opportunities

Posted on Mar 10, 2020

Two weeks ago we described how the global reaction to the coronavirus had begun sending shockwaves through financial markets. The situation has continued to evolve rapidly since then, and although the continued spread of the virus was more or less expected the fallout in financial markets has been more severe than anyone could have anticipated.

Well That Escalated Quickly

Posted on Feb 25, 2020

Yesterday and today were bad days for the global stock markets with all three major US stock indexes down over 6% cumulative. The coronavirius has been making news for over a month now but during that time most major stock indexes have continued to climb to new record highs. So what changed yesterday and to a lesser extent on Friday and today?

The Poster Child

Posted on Jan 28, 2020

In last week’s post I explained why Amazon pays little to no federal income tax even tough their profits have continued to rise. This has become a hot topic on both sides of the isle who have used Amazon as the poster child for why our current system of economics is so broken. But is Amazon really doing anything wrong?

Taxing Amazon

Posted on Jan 21, 2020

Few would argue that one of the most disruptive companies in recent history has been Amazon. Founded a little over 25 years ago the venture has grown to be one of only a handful to crest $1 trillion in market capitalization. But lately the company has been receiving attention for a different kind of achievement – its $0 Federal income tax bill.

Sinking Our Way to Happiness

Posted on Jan 7, 2020

As is common around this time of year, many people are making resolutions to better themselves in some form or fashion including money related goals. Over the years we’ve written a number of posts about personal finance including several on the importance of building financial freedom through budgeting. In today’s post, we’ll take a new look at this important and timely topic.

Finding Value In Buybacks

Posted on Dec 3, 2019

The efficacy and ethics of corporate buybacks have been the subject of debate for decades, but the growing tension over wealth and income gaps are elevating buybacks in the public discussion – especially as the 2020 presidential race heats up.

Bending The Knee

Posted on Oct 15, 2019

A little less than two weeks ago, Houston Rockets General Manager Daryl Morey released a tweet that sent shockwaves around the world. The tweet went fairly unnoticed here in the US, but it sparked outrage and spread like wildfire throughout mainland China.

A Class of Its Own

Posted on Sep 24, 2019

The cost of higher education in the U.S. has been accelerating at a pace much higher than broader inflation in recent decades. It has now gotten to a point where the U.S. spends more on higher education than virtually any other country in the world.

Profits Through Empowerment

Posted on Aug 27, 2019

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.

A Chaos Moment

Posted on Aug 13, 2019

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.

Ignorance Is Bliss

Posted on Aug 6, 2019

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.

Side Effects May Vary

Posted on Jul 30, 2019

This week we finish looking at the last five dangers of news consumption outlined in Rolf Dobelli's research paper Avoid News: Towards A Healthy News Diet. At the root of it all, we must all understand that news outlets and the media in general are all in the business of making money rather than the more altruistic goal of creating a more informed public.