Season Investments

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The Inexplicable Teflon Market

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%! https://www.seasoninvestments.com/insights/the-inexplicable-teflon-market/

This Is War

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. https://www.seasoninvestments.com/insights/this-is-war/