Back To The Future With Private Investments

Image source Universal Studios via Wikipedia I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets are a tremendous boon to humanity. However, intrusive central bank and government policies seem to increasingly strangle the golden geese of capitalism and free..

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Will NYC Die? It’s Up To you

Image by Leonhard Niederwimmer from Pixabay “It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York The magnitude of change that the coronavirus (COVID) ushered in is truly astonishing. It’s upheaved industries, professions, and the very fabric of many lives. Among the apparent victims is New York City..

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“Burn It Down” Nihilism Is Harmful Too

Image by Omni Matryx from Pixabay These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for the best. I see a culture that is leading itself away from prosperity and towards the abyss, and I’m helpless to stop it. My emotions run..

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Reading The Market’s Postmodern Mind

Image by Mira Cosic from Pixabay No matter how you slice it, markets are human. This even applies to the “algos” as it’s we who write their mechanistic marching orders. Thus, understanding human behavior can be helpful in assessing and anticipating market moves. There’s no choice in the fact that we all need a philosophy..

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Collateral, Leverage, & Volatility: The What, How, & When To Invest

Image by Peter Kaul from Pixabay There’s nothing like a crisis to bring foundational investing principles to the fore. They lay all my triumphs and tribulations bear for me to see. Evasion is no longer possible. Assumptions, rationalizations, and truths are crystallized as profits and losses. This turbulence, though, is a crucible for learning. For..

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COVID-19 Catalyst For An Easy Game Against Passive Investing

Image by Free-Photos from Pixabay Passive investing has eaten active management’s lunch for decades. Its market share has grown steadily, capturing disproportionate amounts of inflows and allocation changes. Backed by scores of academic research, passive investing is pitched as a way to earn market returns with drastically lower fees. Why pay up for active managers..

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COVID-19 Is Not The Last War

Image by the Centers for Disease Control and Prevention These are truly remarkable times in the investment markets. The speed, intensity, and ubiquity of this selloff brings just one word to mind: violence. It would be remarkable if it wasn’t so destructive. Sadly, the reactions from our politicians and the public were predictable. The Federal..

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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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