Seth Levine
@SethLevine2
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Professional investor & creator of The Integrating Investor blog • In pursuit of the exceptional • Personal opinions, not advice • IG @ theintegratinginvestor
Brooklyn, NY
Joined November 2016
🚨NEW POST🚨 I share the annual list of books and papers that I read in 2024. I apologize for the delay. Better late than never! Read more: https://t.co/VW41dkx3SW $SPY $TLT $HYG $ES $VIX $QQQ $BTC #investing #fintwit #books
integratinginvestor.com
I share my annual list of books and papers that I read this year. While not everything I is about investing, I find many to have relatable themes.
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And the great @tylercowen joins the debunking parade. But the populist fabulists will only move the goal posts again. It started as 140k was “poverty” moved on to something softer about “participation” (not that this isn’t a real concept it’s just not poverty) and now is down
thefp.com
How to vacation like Tyler Cowen. The Iranian opposition’s darkest hour. Is the Supreme Court doing its job? And much more.
There are genuine concerns about affordability in the U.S., but the viral piece redefining poverty at $140,000 is based on bad assumptions and selective evidence, writes Tyler Cowen for The Free Press.
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To Zohran Mamdani, October 7th was a “war crime” but Israel’s war against Hamas is a “genocide.” Again: a terrorist attack waged by Hamas against unarmed civilians during peacetime is a “war crime” But Israel’s retaliatory war against that terrorist group is….a “genocide”
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🚨It's Back!🚨 The Integrating Investor website is now back up, and with a new look! While I don't anticipate adding (much) new content (for now), the historical articles are again visible. Stay tuned for more. Subscribe and follow to keep up! https://t.co/WnTlUKpxPu
integratinginvestor.com
Reason. Reality. Investing.
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@HTVIOLA @Frencheconomics @annabelbrodies @John_Stepek @GeorgeO @SKellyCEO @neetusquire1 @_samdb @jimgannonuk @marxnd @Jubiloo @EMR_Recruitment @Mike24775926 @MY21_Oracle @Belcourtoi @SethLevine2 @karenwi17092279 @TunbridgeJacqui @sanjkareer @sunsuneti1 @MathewGregory5 @_Martyn13 @tradermark72 @JamesThorneley @Kirsty_Doyle_ @RogerGreen2009 @TradingBasesUK @battlebus141 @pauledenbrow @chanlfc @Scrumpy222 @TheReluctantIn2 @Dave76s @achildofthe70s @_investorsummit @Tommo33s @copytaster @Gallon73 @private_punter @pdosullivan MT The @_investorsummit🎤announcement: The the hugely talented #author & Senior report @business , @John_Stepek is joining us at The Investor Summit! 🎟️Book your early bird tickets here https://t.co/cqxpQ3Kdvt 👍 https://t.co/sOqROqYi4i
🎤 Just announced: @John_Stepek is joining us at The Investor Summit! We're proud to welcome the Senior reporter from Bloomberg News, and author of The Sceptical Investor and MoneyWeek's Little Book of Big Crashes, to our speaker lineup. Don't miss John's unique insights
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It's @tracyalloway writing about The Basis Trade in today's newsletter. Sub here NOW
bloomberg.com
Explore the most interesting topics in finance, markets and economics, for subscribers only.
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🌞I'm very excited to announce the forthcoming launch of a BRAND NEW 1-2-1 SERIES, "Twin Petes Investing INTERVIEWS with Peter Higgins"🌞 Please subscribe for FREE here https://t.co/p9L05T3tYO or your same platform for the #TwinPetesInvesting #podcasts for all these new episodes
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🔥#TWINPETESINVESTING #Podcast 149: With @AICPRESS' @annabelbrodies🌟How to achieve long-term investing success via Investment Trusts, #CTY #SMT #III #HVPE #JCH #PCT #RKW #BBOX #AIC Dividend Heroes & more https://t.co/WzLQ3CXaoQ
https://t.co/EMEjGeoK0c
https://t.co/EtGmAbQQfj
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@copytaster @LondonSouthEast @DianaEPatterson @GeorgeO @HTVIOLA @Ramraj35hotmai1 @Financial_Orbit @wheeliedealer @dbmutton @claudiohfox @Bouncetrade @MY21_Oracle @Vonnie_Lea_ @DonaldLeggatt @purestockfacts @marxnd @sanjkareer @TheReluctantIn2 @SethLevine2 @achildofthe70s @ElizabethGooch @annabelbrodies @AlgyHall @TheIdleInvestor @ShareScope @MarkDampier @John_Stepek @IChronicle @fei5al @RegHoare @NickBritton_ @brewindolphin @YstoneAdvisory @FundFanatic @SHARESmag @InvMattPodcast @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @AICPRESS @BaillieGifford @AugmentumF @harrimanhouse @morganhousel @MenphysUK @masterinvestor Global Fund Managers Survey Versus actual performance Performance YTD: ✅DAX +15% ✅CAC +9.4% ✅FTSE 100 +6.3% ✅MSCI Emerging Markets Index +5.5% ❌NASDAQ -8.4% ❌S&P 500 -3.9% ❌DJIA -1.7%
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No better way to kickstart the bbq season than with a St Paty’s Day tradition ☘️… smoking of the corned beef! Such an easy (and delicious) bbq hack. (Yes I’m early, life happens)
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THE INVESTING WEEK AHEAD😊Some #stocks #investing/#trading updates to look out for: #SHEL $ORCL #LGEN #PSN $SMSI #FXPO $ADBE $PATH #HGT $DG $DOCU #FOUR #HOC #BKG #CKN #ALFA #HLMA #SUPR #TCAP #HEAD #COST #NICL #KIE #SPX #STVG #DOM #BBY #HIK #SSIT #ESP #BPT
🔥#TWINPETESINVESTING #Podcast 148: 131% return in 12 months🔥How, ‘The Principle of Maximum Pessimism’ can help u2 find winning #stocks, #CRE #LGEN #ALFA #RNWH #Infrastructure #NEXS #WHR #TIG @MenphysUK
https://t.co/LKLHt51njz
https://t.co/60s8ARPEZb
https://t.co/7ILqbcVC6Q
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Please report this imposter … Sure he’s handsome, but this is certainly not me!
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Thank you Tony. Yes, this is an imposter. I don't shill products ... let alone crypto
Please help Seth 🙏
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Please help Seth 🙏
Please report this imposter … Sure he’s handsome, but this is certainly not me!
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Please report this imposter … Sure he’s handsome, but this is certainly not me!
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🔥#TWINPETESINVESTING #Podcast 144: The 2024 winning 58% #TwinPetes Investing Challenge portfolio, #TIME #RR. #LLOY #LSEG #MTL #GSK #VTY #HSX #TIG #GRIO #MTRO #HVO #BBSN #RNO #THX #BONDS @MenphysUK #Charity
https://t.co/K2GthOQfPx
https://t.co/BDmaUWa9ZL
https://t.co/MNR7KVjLQY
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#KINDNESSMATTERS💗Sending best wishes & positivity to ALL😊Have a g8 weekend😊 #FF👏@marxnd @jimgannonuk @HTVIOLA @_samdb @annabelbrodies @neetusquire1 @EMR_Recruitment @Belcourtoi @TheReluctantIn2 @stealthsurf @Spenno6 @Jam4u_75 @SethLevine2 @patcat68 @Gallon73 @MY21_Oracle👏
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