Seamans Holdings Insights

Digital Currencies

November 06, 2020

Technology has been breaking down barriers on an accelerated basis with the COVID-19 driven government lockdowns. Central banks, globally, are now actively discussing the implementation of…
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Short History of Manias

September 09, 2020

Periodically, we write analyses of key market issues which we believe are important to market developments. This email is to alert you to a potential correction in the stock market…
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Why do Governments Default?

May 29, 2020

We hope that everyone has continued to try and find their own personal silver linings during these turbulent times. As states begin their re-opening plans and the COVID-19 shutdown…
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Derivatives - Banks' Achilles Heel

May 22, 2020

In a period of radical transformation, many of our basic assumptions are being challenged, including the safety of our bank deposits. …
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A Lesson in Bail-Ins

May 15, 2020

With the COVID-19 crisis abating and governments reopening their businesses, it is time to assess this new economic environment. …
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Where's The Beef

May 08, 2020

Wendy's "Where's the Beef?" commercial debuted in 1984 to proclaim its burgers had more beef than its competitors. This successful campaign led to a 31% increase in annual sales.…
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Peak Oil Demand

April 24, 2020

As you know, during this time of transition, we are monitoring a number of factors. On a macro level, we believe that COVID-19 is functioning as a catalyst in the transition to a technology …
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Supply Chain Disruptions

April 17, 2020

As profound changes continue to force worldwide innovations, supply chain disruptions provide an important lens through which to consider our interdependent future.…
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Stay at Home - Instant Unemployment

April 09, 2020

As you know, we are witnessing an unprecedented rise in unemployment on a global basis because governments have issued “stay at home” orders for non-essential workers…
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Cracks in the Global Bond Market Bubble

April 03, 2020

As governments struggle to address financial uncertainties, central banks have driven interest rates to historical lows on a global basis through quantitative easing and bond buying programs…
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Gold Stocks - Adding to Portfolio Stability and Growth

March 27, 2020

The global central banks embraced ultra-low interest rates as a solution to economic growth since 2008, which created a price bubble in global bonds.…
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Market Perspective Update

March 20, 2020

The recent decline in stock prices is a reflection of the global financial stresses, which triggered a multi trillion-dollar global margin call and a 30% correction in US stock prices.…
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Market Update - Coronavirus and Financial Issues

March 13, 2020

With the disruptions in our daily lives caused by the coronavirus and the sharp selloff in the stock markets on a global basis, we thought it would be helpful to share our insights…
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