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…
Read More
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…
Read More
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…
Read More
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. …
Read More
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. …
Read More
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.…
Read More
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 …
Read More
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.…
Read More
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…
Read More
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…
Read More
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.…
Read More
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.…
Read More
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…
Read More