Season Investments

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INSIGHTS

No Time Like the Present

Posted on Sep 29, 2020

Refinancing a mortgage is about as fun as doing your taxes or getting or getting a flu shot. But even though the process is long and laborious, significant savings can be gained for those willing to take the plunge. We often are asked if it is a good time to refinance and our typical answer is the very unsatisfying “it depends.”

Perpetual Money Machine

Posted on Sep 15, 2020

Today, the same hubris that mankind showed for hundreds of years in chasing after a perpetual motion machine is being manifest in the stock market through a relatively new strategy we will call the perpetual money machine.

The Inexplicable Teflon Market

Posted on Aug 25, 2020

Heading into this year if you would have described everything that would transpire to this point, there is simply no way we would have thought it possible for the broad equity market indices to be in positive territory - let alone for the Nasdaq to be up over 30%!

This Is War

Posted on Aug 4, 2020

The COVID-19 data has kept us all on our toes, with the curve seeming to have flattened before turning back up over the past two months as lockdown measures have been relaxed. The economy remains bound up in uncertainty, although there are clear pockets of strength and much of the data has come in better than the direst expectations.

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.