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The Integrating Investor
Reason. Reality. Investing.
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Recovering Perma-Bear At A Crossroad
Image by a_roesler from Pixabay … cropped Hello, my name is Seth and I’m a recovering perma-bear. (Hi Seth.) It’s true that I used to think that doom …
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Investing On Persistent Foundations
Image by David Mark from Pixabay The volatility in the investment markets over the past few months has been truly astonishing. Prices are violently fluctuating and the range of …
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The Opportunity Of Misplaced Inflation
Image by Csaba Nagy from Pixabay The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly …
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Podcast Interview With The Market Huddle
Image by bobbyrusso sourced from pixabay I joined Patrick Ceresna and Kevin Muir on The Market Huddle for a wide-ranging conversation covering all things macro. Be sure to stick …
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To Fight The Fed Or Not
“Don’t Fight The Fed”! This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than …
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Reflexivity Here In The Yield Curve & Everywhere
Image by Thomas Müller from Pixabay George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his …
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Cheap Fed Liquidity Forestalls Deleveraging & Entices Debt
Image by RayMark sourced from pixabay Powell’s Real Choice: His Reputation Or Esteem—Part 3 The following is Part 3 in a series outlining my belief that central banks and fiat currency …
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Podcast Interview With Lance Roberts
Image by bobbyrusso sourced from pixabay I joined RIA Advisors Chief Investment Strategist Lance Roberts on his show to discuss some unique views of central banks, capitalism, and …
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Central Banks Don’t Create Money … Really
Image by QuinceMedia sourced from pixabay Powell’s Real Choice: His Reputation Or Esteem—Part 2 The following is Part 2 in a series discussing my belief that fiat currency regimes with central …
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Powell’s Real Choice: His Reputation Or Esteem—Part 1
Image by Gerd Altmann sourced from pixabay Banking’s History Reveals An Impossible Decision Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …