Seth Levine | TalkMarkets | Page 2
High Yield Credit Analyst
Contributor's Links: Integrating Investor
I am a professional institutional investor and creator of The Integrating Investor. My career has spanned both the sell-side and buy-side, with the vast majority of it as an analyst in the corporate bond market – though I did “cut my teeth” in equity research. While ...more

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How Gold Lost Its Inflation Luster
How can gold be disconnected from inflation? Why is our modern experience so different than the historical one?
Chinese Investment Markets Reveal Their Fatter Tails
Government is a centralizing force. This centralization breeds instability by concentrating risks and creating points of systematic fragility.
Bringing The Metaverse & NFTs Back To Earth
The hype never ends when it comes to cryptocurrencies. These days, the Metaverse and non-fungible tokens (NFTs) have the spotlight.
Inflation: Why Now And Will Bondholders Care?
Inflation is a fascinating topic because of how fundamental it is to investment frameworks. For many, it underpins nearly every investment decision.
Inflation Is Thankfully Transitory
To me, the deck looks stacked against inflation. Its misinterpretation may present trading opportunities. Ultimately there is no better cure for high prices than high prices.
Deconstructing Bitcoin’s Zeal Into Investible Theses
The HODLers are out in full force celebrating Bitcoin’s parabolic, seven-fold resurgence from the ashes of $5,000.
How I Process Ideas Into Investments
Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown.
Back To The Future With Private Investments
I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets are a tremendous boon to humanity.
The Unsurprising Repo Surprise
Have you heard? There’s trouble in the repo markets. Even casual investment market participants probably know that something’s amiss.
Why Are We So Scared
Scared is a psychological state. It connotes being afraid or frightened. Scared feelings typically arise when one feels helpless in a situation or believes he/she is unable to improve it via action.
Motives Creating Negative Yields
The global bond market is huge.
Negative Rates Are Destructive But Profitable
Negative interest rate policies (NIRP) are so pernicious and beyond absurd, irrespective of whether or not they saved the collapsing financial system in 2008.
Recovering Perma-Bear At A Crossroad
I’m a recovering perma-bear. I find myself terrorized by the current weakening US economic landscape.I am mindful of confirmation bias. and herein lies my conundrum. What’s a recovering bear to do at such a crossroad?
Investing On Persistent Foundations
The volatility in the investment markets over the past few months has been truly astonishing.
The Opportunity Of Misplaced Inflation
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.
Reflexivity Here In The Yield Curve & Everywhere
Reflexivity as a model for market behavior is more widely accepted today. More commonly referred to as complexity theory, complex adaptive system analysis, or some other variant, it is both growing as a field of study as well as in stature.
17 to 32 of 40 Posts