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The Integrating Investor
Reason. Reality. Investing.
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ESG Is A Superfluous Virtue Signal
Image by RoboAdvisor from Pixabay Environmental, social, and governance (ESG) investing is all the rage these days. Naturally, funds are launching to meet the growing investor demand. However, new …
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Bringing The Metaverse & NFTs Back To Earth
Image by Arek Socha from Pixabay The hype never ends when it comes to cryptocurrencies. These days, the Metaverse and non-fungible tokens (NFTs) have the spotlight. Like …
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Inflation: Why Now And Will Bondholders Care?
Image by StockSnap from Pixabay As I sat down to write this month’s article, just one topic came to mind: inflation. Readers know that I just wrote on this …
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Inflation Is Shortages And Thankfully Transitory
Image by kalhh from Pixabay I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
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Bitcoin Doesn’t Fix DeFi, DeFi Fixes Bitcoin
Image by WorldSpectrum from Pixabay “Bitcoin fixes this.” I cringe every time I see this popular meme. I find it worse than nails on a chalkboard. Bitcoin and other …
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Trading Time As A Fractal Experience
Created by Wolfgang Beyer with the program Ultra Fractal 3. – Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=321973 I’m currently reading Benoit Mandelbrot’s brilliant book The Misbehavior of Markets: A …
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Using GameStop To Uncover Biases
Image by Luiz Jorge de Miranda Neto- Luiz Jorge Artista from Pixabay 2021 sure picked up from where 2020 left off. As if things couldn’t get any crazier than …
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Deconstructing Bitcoin’s Zeal Into Investible Theses
Image by Miloslav Hamřík from Pixabay It’s all Bitcoin all day in my Twitter feed these days. Quiet are the Tesla bears, the Fed-obsessed, and even the gold bugs. …
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2020 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 …
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How I Process Ideas Into Investments
Image by MustangJoe from Pixabay Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. …