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Search Insights

Taxing Amazon

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. https://www.seasoninvestments.com/insights/taxing-amazon/

Bending The Knee

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. https://www.seasoninvestments.com/insights/bending-the-knee/

A Chaos Moment

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. https://www.seasoninvestments.com/insights/a-chaos-moment/

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. https://www.seasoninvestments.com/insights/ignorance-is-bliss1/

The Cost of Paying Attention

Last week we re-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. https://www.seasoninvestments.com/insights/the-cost-of-paying-attention-2/

A Financial Tapeworm

In this series, we’ve claimed that that the problems we’re facing really stem from misguided and unrealistic expectations. This week we highlight another area of our country’s financial underbelly where mismanagement and poor leadership has created what Warren Buffett once described as a “financial tapeworm”. https://www.seasoninvestments.com/insights/a-financial-tapeworm/

Is MMT A Free Lunch?

If you have been paying attention to the current political landscape, chances are you have heard the acronym MMT thrown around. But what exactly is MMT? In today’s post we will try to answer this question by boiling it down to its foundational substance. https://www.seasoninvestments.com/insights/is-mmt-a-free-lunch/

A Recipe For Disaster

Yesterday the Congressional Budget Office released its analysis of the recently completed 2018 fiscal year. Unfortunately, despite an incredibly positive economic backdrop the Federal government’s debt and spending levels remain a grave concern. https://www.seasoninvestments.com/insights/a-recipe-for-disaster/

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. https://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. https://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. https://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. https://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. https://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. https://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. https://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. https://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. https://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. https://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. https://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? https://www.seasoninvestments.com/insights/the-capitalist-dilemma/

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