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..
Author: Seth Levine
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..
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..
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..
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..
The investing world is full of colorful people and experiences. You never know who you’re going to meet and what you can learn from it. Take, for example, one of my more bizarre job interviews from earlier in my career. I’ll spare the reader the details, but it was for a startup hedge fund and..
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 out of this chaos requires one to engage with his/her uniquely..
If one is to believe what he or she reads in the financial press, then one thing seems certain: the markets are about to melt! The problem is, that depending on the day, the source, and perhaps even the lunar cycle, it’s not clear whether the markets are about to melt up or melt down…
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..
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)..