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 they act. Neither lowering interest rates to zero (and less) nor endless amounts of Quantitative Easing (QE) appear to make any difference. This, we’re told, is..
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 billions, “breaking” the Bank of England, and is even an alleged mastermind of left-wing, political conspiracy theories. For me, though, Mr. Soros’s theory of reflexivity is his..
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 is universal: to preserve and/or increase wealth using that which we already have. It’s a distinctly human activity. While there may seem like..
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 investing is a highly intellectual pursuit. I don’t mean this in the colloquial sense where one ruminates on meaningless abstract ideas purely for..
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 deleveraging Business building and ignoring valuations Sticking up for “speculation” Notes from the judo mat A spontaneously “live” ECB meeting and volatility deleveraging..
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 some thought to incorporating technical analysis into my framework. Being open-minded, I should technically be willing to consider any technique that could provide..
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 recommendation of a former coworker who was a flow trader. A burgeoning credit analyst at a bulge bracket investment bank at the time, I..
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..
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 of my more bizarre job interviews from earlier in my career. I’ll spare the reader the details, but it was for a startup..
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 depending on the day, the source, and perhaps even the lunar cycle, it’s not clear whether the markets are about to melt up..