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The Integrating Investor
Reason. Reality. Investing.
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Silicon Valley Bank’s Failure Highlights Systemically Combustible Conditions
Image by Berenice Calderón from Pixabay The failure of Silicon Valley Bank (SVB) has brought questions of systemic risk to the forefront. SVB was the third regional bank to …
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The Fed’s Got Inflation Backwards
Image by Carlos Lincoln from Pixabay Central banks endlessly fascinate me. The more I research them the more contradictions I find, particularly since their missions and impacts changed over …
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Inflation No Longer Has Monetary Applications
Image by Dinh Khoi Nguyen from Pixabay Inflation is one of the most important, debated, and controversial investment themes today. It’s impacting every asset class from fixed income to …
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Why I’m Waiting For The Fed To Pivot
Image by Jose Antonio Alba from Pixabay So far, my 2023 investing looks just like 2022: lots of waiting. I’m not waiting for a recession to pass or for …
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2022 Reads
Image by congerdesign from Pixabay I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a wide …
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Why Commodity Currencies Are Better Than Fiat and Crypto
Image by Tim C. Gundert from Pixabay Many types of currencies have been used throughout history. Sometimes commodities defined them. Other times, private bank notes circulated as mediums of …
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Markets Are Reteaching Centralization’s Dangers
Image by 14995841 from Pixabay Note from the author: I use the terms stability and instability throughout this article. However, resiliency and fragility, respectively, more accurately describe the phenomena …
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Invest Easier By Better Defining Money
Image by Penny from Pixabay Everyone loves to talk about money. While commonplace, money actually means different things to different people. Its many and conflicting definitions lead to …
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Saving Speculation To Improve Investment Returns
Image by Manuel from Pixabay Speculation’s a dirty word for investors. It conjures images of reckless, degenerate gamblers, thoughtlessly buying and selling securities on whims and tips, hoping to …
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Rediscovering Money’s Factual Definition
Image by Christian Storb from Pixabay I can’t shake money from my mind. It features prominently in this age of pervasive central banking, Wall Street bailouts, investment market obsessions, …