Season Investments

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Nuclear Default

Posted on Oct 15, 2013

The historical record clearly shows that the politicization of the debt ceiling that we are seeing today is nothing new. That said, we are closer to an actual default today than we have been in the past, and the chasm separating democrats and republicans on this issue has caused nearly the entire globe to begin asking tough questions. A US default…what does that even mean?

Don't Leave Money On The Table

Posted on Oct 8, 2013

We are constantly asked whether clients should be funneling money into a 401k, an IRA, or simply saving their money in a taxable account. Although the circumstances and goals/objectives of each client are different, this week we cover some basic “rules of thumb” for retirement savings.

Monthly Macro: Green Shoots, Meet Congress

Posted on Oct 1, 2013

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."

Dual Headed Policy Monster

Posted on Sep 24, 2013

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.

Give Me Five

Posted on Sep 17, 2013

American Realty Capital (ARC) has been a disruptive force in the private REIT industry. Historically, private REIT offerings were littered with conflicts of interest, high fees, and no liquidity. ARC set out to change the game by creating more transparency and aligning management’s incentives with their shareholders.

The Hunt For Yield

Posted on Sep 10, 2013

The lack of available income in almost every corner of the publicly traded investment universe has forced us to broaden our horizon in the hunt for yield. One area that we think offers excellent risk adjusted returns is in the relatively new peer to peer lending space.

Monthly Macro: Tug Of War In Confidence

Posted on Sep 3, 2013

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.

A Dangerous Game Of Chicken

Posted on Aug 27, 2013

After a relatively quiet 5-week summer recess, we expect the conversation in Washington to heat back up once Congress is back in session on September 9th. With exactly three weeks remaining in the fiscal year, the house, senate and white house will have to work together on a FY2014 spending plan or face a government shut down on October 1st.

Weaning The Mortgage Market

Posted on Aug 20, 2013

This week we will look at the bill being debated in the Senate and publically endorsed by the President proposing the eventual shut down of both Fannie Mae and Freddie Mac. The new bill proposes a plan to shut down Fannie and Freddie over the next 5 years while still maintaining a reduced role of the federal government in mortgage finance.

Chocolate Sundaes

Posted on Aug 13, 2013

This week we are going to explore the history of Fannie Mae and Freddie Mac to better understand their role in the economy and how we got to where we are today.

Monthly Macro: Risk & Opportunity In Suprise

Posted on Aug 6, 2013

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.

Peeling Back The Layers

Posted on Jul 30, 2013

Two weeks ago we unpacked some interesting aspects of the current housing market recovery, its importance to the US economy and its future sustainability. Since then we have read a number of interesting pieces that have provided enough fodder for a “part 2” post on the subject.