Technically, Considering Technical Analysis

As faithful Integrating Investors may know, my purpose for creating this blog is to further develop and refine my investment process. Recently, I’ve been giving some thought to incorporating technical analysis into my framework. Being open-minded, I should technically be willing to consider any technique that could provide an edge in investing. The popularity of..

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Reminiscing On Reminiscences Of A Stock Operator

  I recently finished reading Edwin Lefèvre’s classic Reminiscences of a Stock Operator, marking my second time through the book. I first picked it up nine years ago on the recommendation of a former coworker who was a flow trader. A burgeoning credit analyst at a bulge bracket investment bank at the time, I was interested..

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The Bursting Of The Volatility Bubble: Part 2

  The following is Part 2 in a two part series. Part 1 of this series discussed my view of what volatility is and how it impacts investing. Here in Part 2, I present my read of the current volatility landscape and examine what it might mean for the general direction of investment markets. In..

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The Bursting Of The Volatility Bubble: Part 1

  The following is Part 1 in a two part series. If there were a Word of the Year award in finance it most certainly would go to volatility.  It seems like nearly every article you read makes some reference to it.  Is volatility gone for good or is it just in hibernation?  Did central..

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Knowing When To Walk Away, And When To Run

  I’ve been suffering from a bout of writers block lately.  I simply don’t have much to say with respect to how I’m thinking about the investment markets.  This has been a little anxiety producing for me given that The Integrating Investor is still young and building an audience (many thanks to all of you..

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Calling A Spade A Spade Part 2: To Know Thy Enemy

The following is the second and final part of our two part post on inflation. “If you know the enemy and know yourself, you need not fear the result of a hundred battles.” ― Sun Tzu, The Art of War The above quote from Sun Tzu’s The Art of War carries quite profound implications, not..

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Calling A Spade A Spade Part 1: The Greatest Trick Inflation Ever Pulled

The following is the first in a two part post. I’ve always been a fan of a good mystery, which perhaps explains my fascination with today’s inflationary environment (so much so that I’ve dedicated my first two posts to the subject).  It strikes me as odd, that – just sticking with the Federal Reserve (Fed)..

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All comments made on The Integrating Investor express personal opinions and should not be construed as investment advice or recommendations to purchase or sell any investment, product or service, nor should the content be relied upon for making investment decisions. Commentaries are for informational purposes only. Please do your own work before investing – fundamental, technical, quantitative or whatever your preferred method may be – as any action you take as a result of reading the content of this blog is ultimately your own responsibility.
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