“But my greatest discovery was that a man must study general conditions, to size them so as to be able to anticipate probabilities.”

Edwin Lefèvre, Reminiscences of a Stock Operator, attributed to Jesse Livermore

Welcome to The Integrating Investor. We’re an investment blog that does things a little differently. Rather than discuss specific trade ideas—something many other sites do well—our focus is on exploring the various dynamics that might be underpinning market movements. Here, we have a penchant for discussing macro, investment market strategies, and philosophy with first principles in mind.

Reason. Reality. Investing. These are our core tenants. Said simply, we aim to apply reason to reality for the purpose of investing. What a market dynamic is should dictate what we ought to do to profit. We call this our is-ought investment approach. To be sure this is no easy task. Thus, what you read is a work in progress.

Please feel free to leave a comment or contact us if anything we write sparks a thought. We love hearing from readers and it only makes us all smarter in the end. By all means, don’t be shy!

“He really meant to tell them that the big money was not in the individual fluctuations but in the main movements that is, not in reading the tape but in sizing up the entire market and its trend.”

Edwin Lefèvre, Reminiscences of a Stock Operator, attributed to Jesse Livermore

And course, please note that all comments made on The Integrating Investor express personal opinions and should not be construed as investment advice or recommendations to purchase or sell any investment, product or service, nor should the content be relied upon for making investment decisions. Commentaries are for informational purposes only. Please do your own work before investing—fundamental, technical, quantitative or whatever your preferred method may be—as any action you take as a result of reading the content of this blog is ultimately your own responsibility.

Thanks for reading. Best of luck!

Seth