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 ... more

ALL CONTRIBUTIONS

Pondering Investment Themes After The Russian Invasion
So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year.
Read
Rising Rates And Volatility Might Create Future Opportunities
Catching inflection points is the holy grail of trading. It’s what makes investing lore.
Read
How Gold Lost Its Inflation Luster
How can gold be disconnected from inflation? Why is our modern experience so different than the historical one?
Read
EC 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.
Read
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.
Read
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.
Read

Comments

Latest Comments
Powell’s Real Choice: His Reputation Or Esteem
3 years ago

Absolutely. There's nothing wrong with leverage. It just magnifies the pain when you get things wrong (and profits when done right).

1 to 2 of 2 comments

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
Inflation Is Shortages And Transitory
Inflation once meant the debasement of a monetary standard of value. Today, however, it simply means “price increases”. These are very different definitions with equally distant implications.

Work Experience

Education

Publications