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The Integrating Investor
Reason. Reality. Investing.
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No, Fed: Supply Construction, Not Demand Destruction
Image by bridgesward from Pixabay Everyone loves to dunk on the Federal Reserve (Fed). To many, the setters of U.S. monetary policy never get it right. Its stable of …
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Money’s Many And Problematic Definitions
Image by PDPics from Pixabay There’s no escaping the Federal Reserve (Fed) when it comes to investing these days. The Great Financial Crisis (GFC) showed how the movement of …
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Banks Create Money From Leverage, Not Thin Air
Image by Kranich17 from Pixabay Not a day goes by without the need for money. Whether buying a cup of coffee, checking your investment portfolio, or contemplating monetary policy, …
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Pondering Investment Themes After The Russian Invasion
Image by linsenfutter2016 from Pixabay So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets …
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Rising Rates And Volatility Might Create Future Opportunities
Image by QuakerGirl22 from Pixabay Catching inflection points is the holy grail of trading. It’s what makes investing lore. From shorting the 2005 housing boom or skyrocketing technology stocks …
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Crypto Has Evolutionary Benefits Not Revolutionary Hype
Image by jplenio from Pixabay Cryptocurrency (crypto) is full of potential. It’s also teeming with confusing jargon and grandiose promises that give the most famous of cults a …
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2021 Reads
Image by Hermann on 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 range …
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How Gold Lost Its Inflation Luster
Image from Pixabay. Gold is lots of things to lots of people. To some, it’s the ultimate store of value and a source of financial freedom. To others, it’s just a …
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Chinese Investment Markets Reveal Their Fatter Tails
Image by ErikaWittlieb from Pixabay I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of …
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Integrating Investor Interviews Into Investment Gold
Image by Daniel Kirsch from Pixabay We live in the golden age of content. There are so many high-quality investor interviews these days. To be sure, technological advancements facilitated …