Seamans Holdings Insights

Digital Currencies

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

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?

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

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

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

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

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

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

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

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

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

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

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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