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The Integrating Investor
Reason. Reality. Investing.
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The Smashing Effects Of A Trade War
Image by Steve Buissinne sourced from pixabay There was a period of time when I was obsessed with home improvement shows. I’d watch almost anything on the subject: Backyard makeovers, kitchen …
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Thriving With Systematic & Discretionary Investing
Image by Andrea Wilkinson sourced from pixabay Let’s face it; we investors are all after the same thing: return. While individual risk tolerances and expectations might vary, the purpose of investing …
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Reframing The Risks And Opportunities In Rates
Source: Federal Reserve Bank of St. Louis, The Integrating Investor estimates I recently contributed a guest post to Daniel Lacalle’s website. In it, I discuss the significance of this chart …
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Emerging Pieces From The Emerging Markets Decline
Image by Arek Socha sourced from pixabay It’s no secret that emerging markets (EM) are in a bit of a rough patch. While the unfortunate events in Turkey garnered most of …
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An Investment Philosophy: Who Needs It
The School of Athens by Raffaello Sanzio da Urbino sourced from Wikipedia Despite the opulent or debauched images one might have about the investment industry (depending on one’s perspective), the fact is that …
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Playing For A Potential Yield Curve Inversion
If you’ve consumed any financial media lately, you’re likely well aware that the yield curve has been flattening. Since roughly 2014, the yield differential between the 10 year U.S. Treasury …
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Value Investing: Is Life Imitating Art?
Perhaps no other style of investing possesses the same degree of lore, scholarship, and celebrity as value investing. While names such as David Einhorn, Seth Klarman, and Joel Greenblatt may …
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Disintegrated Thoughts: ECB Volatility, Business Building, Speculation, & Judo
Image source: pixabay For this post, I’d like to offer a few “Disintegrated Thoughts” on some things I’ve been thinking about in the investment markets. These include: The ECB and volatility …
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Passive & Private Market Force, Ecology & Evolution
Source: Wikipedia. Engraving depicting the Amsterdam Stock Exchange, built by Hendrik de Keyser c. 1612 by Claes Jansz. Visscher Central bankers catch a lot of flak these days. To be sure, …
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Technically, Considering Technical Analysis
S&P 500 Index chart by TradingView As faithful Integrating Investors may know, my purpose for creating this blog is to further develop and refine my investment process. Recently, I’ve been giving …