Author: Seth Levine - page 2

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 to volatility.  It seems like nearly every article you read makes some reference to it.  Is volatility gone for good or is..

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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 been a little anxiety producing for me given that The Integrating Investor is still young and building an audience (many thanks to all..

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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 pummeled with an endless stream of data, some of which is important information and some of which is worthless noise.  Drawing order..

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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 hundred battles.” ― Sun Tzu, The Art of War The above quote from Sun Tzu’s The Art of War carries quite profound implications, not..

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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 that I’ve dedicated my first two posts to the subject).  It strikes me as odd, that – just sticking with the Federal Reserve (Fed)..

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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.
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