Category: framework

Thriving With Systematic & Discretionary Investing

Image by Andrea Wilkinson sourced from pixabay   Let’s face it; we investors are all after the same thing: return. While individual risk tolerances and expectations might vary, the purpose of investing is universal: to preserve and/or increase wealth using that which we already have. It’s a distinctly human activity. While there may seem like..

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An Investment Philosophy: Who Needs It

The School of Athens by Raffaello Sanzio da Urbino sourced from Wikipedia   Despite the opulent or debauched images one might have about the investment industry (depending on one’s perspective), the fact is that investing is a highly intellectual pursuit. I don’t mean this in the colloquial sense where one ruminates on meaningless abstract ideas purely for..

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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..

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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..

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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..

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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..

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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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