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 it impacts investing. Here in Part 2, I present my read of the current volatility landscape and examine what it might mean for..
Category: market commentary - page 4
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..
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..
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..
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)..