Author: Seth Levine

Disintegrated Thoughts: ECB Volatility, Business Building, Speculation, & Judo

Image source: pixabay   For this post, I’d like to offer a few “Disintegrated Thoughts” on some things I’ve been thinking about in the investment markets.  These include: The ECB and volatility deleveraging Business building and ignoring valuations Sticking up for “speculation” Notes from the judo mat A spontaneously “live” ECB meeting and volatility deleveraging..

Read more

Passive & Private Market Force, Ecology & Evolution

Source: Wikipedia. Engraving depicting the Amsterdam Stock Exchange, built by Hendrik de Keyser c. 1612 by Claes Jansz. Visscher   Central bankers catch a lot of flak these days. To be sure, much of it is deserved in my opinion. However, there are two dominant trends in the market place – increasing allocations towards passive..

Read more

Technically, Considering Technical Analysis

S&P 500 Index chart by TradingView   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..

Read more

Reminiscing On Reminiscences Of A Stock Operator

Source: Wikipedia   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..

Read more

The Bursting Of The Volatility Bubble: Part 2

Image by Peter Selbach sourced from pixabay   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..

Read more

The Bursting Of The Volatility Bubble: Part 1

Image by Kira Hoffmann on pixabay   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..

Read more

Knowing When To Walk Away, And When To Run

Source: pixabay   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..

Read more

Interpreting The Market’s Monet

Claude Monet, Water Lilies, 1920–1926, Musée de l’Orangerie Source: Wikipedia   Investing is often referred to as an art form.  Models, charts, and regressions can only get you so far.  We are constantly pummeled with an endless stream of data, some of which is important information and some of which is worthless noise.  Drawing order..

Read more

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.
Social media & sharing icons powered by UltimatelySocial
This website stores some user agent data. These data are used to provide a more personalized experience and to track your whereabouts around our website in compliance with the European General Data Protection Regulation. If you decide to opt-out of any future tracking, a cookie will be set up in your browser to remember this choice for one year. I Agree, Deny
570