Home
The Integrating Investor
Reason. Reality. Investing.
-
Back To The Future With Private Investments
Image source Universal Studios via Wikipedia I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets …
-
Will NYC Die? It’s Up To You
Image by Leonhard Niederwimmer from Pixabay “It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York The …
-
Podcast Interview With Dan Proft
Image by Rui Russo from Pixabay I rejoined Dan Proft on The Dan Proft Show for a short interview to discuss the philosophical underpinnings of the current markets …
-
“Burn It Down” Nihilism Is Harmful Too
Image by Omni Matryx from Pixabay These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for …
-
Reading The Market’s Postmodern Mind
Image by Mira Cosic from Pixabay No matter how you slice it, markets are human. This even applies to the “algos” as it’s we who write their mechanistic marching …
-
Emergencies May Cause Strange Market Behavior
Image by 272447 from Pixabay 2020 is certainly not shaping up to be the year I had hoped for. Like many, I was optimistic at the start. I underwent …
-
Collateral, Leverage, & Volatility: The What, How, & When To Invest
Image by Peter Kaul from Pixabay There’s nothing like a crisis to bring foundational investing principles to the fore. They lay all my triumphs and tribulations bear for me …
-
Podcast Interview With Dan Proft
Image by Rui Russo from Pixabay I recently joined Dan Proft on The Dan Proft Show for a short interview to discuss my article COVID-19 Catalyst For …
-
COVID-19 Catalyst For An Easy Game Against Passive Investing
Image by Free-Photos from Pixabay Passive investing has eaten active management’s lunch for decades. Its market share has grown steadily, capturing disproportionate amounts of inflows and allocation changes. Backed …
-
COVID-19 Is Not The Last War
Image by the Centers for Disease Control and Prevention These are truly remarkable times in the investment markets. The speed, intensity, and ubiquity of this selloff brings just one word …