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The Integrating Investor
Reason. Reality. Investing.
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Reminiscing On Reminiscences Of A Stock Operator
Source: Wikipedia I recently finished reading Edwin Lefèvre’s classic Reminiscences of a Stock Operator, marking my second time through the book. I first picked it up nine years ago on the …
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The Bursting Of The Volatility Bubble: Part 2
Image by Peter Selbach sourced from pixabay The following is Part 2 in a two part series. Part 1 of this series discussed my view of what volatility is and how …
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The Bursting Of The Volatility Bubble: Part 1
Image by Kira Hoffmann on pixabay The following is Part 1 in a two part series. If there were a Word of the Year award in finance it most certainly would go …
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Knowing When To Walk Away, And When To Run
Source: pixabay I’ve been suffering from a bout of writers block lately. I simply don’t have much to say with respect to how I’m thinking about the investment markets. This has …
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Sticking The (Investment) Approach
Source: pixabay The investing world is full of colorful people and experiences. You never know who you’re going to meet and what you can learn from it. Take, for example, one …
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Interpreting The Market’s Monet
Claude Monet, Water Lilies, 1920–1926, Musée de l’Orangerie Source: Wikipedia Investing is often referred to as an art form. Models, charts, and regressions can only get you so far. We are constantly …
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Catching The Drippings Of A Melting Market
Source: pixabay If one is to believe what he or she reads in the financial press, then one thing seems certain: the markets are about to melt! The problem is, that …
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Calling A Spade A Spade Part 2: To Know Thy Enemy
The following is the second and final part of our two part post on inflation. “If you know the enemy and know yourself, you need not fear the result of a …
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Calling A Spade A Spade Part 1: The Greatest Trick Inflation Ever Pulled
The following is the first in a two part post. I’ve always been a fan of a good mystery, which perhaps explains my fascination with today’s inflationary environment (so much so …