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

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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.
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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.
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Cheap Fed Liquidity Forestalls Deleveraging & Entices Debt
The Fed doesn’t create money; confusing I know. In fact, it doesn’t even print currency (the U.S. Treasury does)! The Fed is a “banker’s bank.” It interacts with private banks via the reserve accounts they hold with it.
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Central Banks Don’t Create Money… Really
The financial system is built through pyramiding. Banks hold liabilities of other institutions as assets.
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Powell’s Real Choice: His Reputation Or Esteem
Chairman Jerome Powell’s choice was not between making the correct or incorrect policy decision; it was between maintaining some semblance of intellectual independence and being forever enslaved to the markets.
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The Smashing Effects Of A Trade War
There are clearly foreign policy issues between the US and Chna that require addressing. Economics is simply ill-suited for this job. and can lead to disastrous results.
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Powell’s Real Choice: His Reputation Or Esteem
4 months ago

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

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Seth Levine Commented on The Smashing Effects Of A Trade War:

Thank you!

Seth Levine Commented on Powell’s Real Choice: His Reputation Or Esteem:

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

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