ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Stock Market Commentary The stock market is right back to levels seen right before the entire tariff trauma and drama unfolded, but does this reversal mean all is well? Confirmation awaits the next breakouts. The April jobs report appeared to provide additional relief to the stock market. The U.S. economy added 177,000 jobs and the … Read more
Stock Market Commentary The stock market experienced a hiccup in an otherwise strong post-oversold bounce. The Q1 GDP report revealed a small contraction that surprisingly caught the market off guard. However, this contraction was driven primarily by a surge in imports as businesses rushed to get ahead of anticipated tariffs. I assume a lot of … Read more
Housing Market Intro and Summary What happened in the housing market in April, 2025? Macro-economic headlines and conditions dominated the environment with tariff pressures and chaos at the center. The economic uncertainty cascading from the burden of tariff policy permeated results from homebuilder and consumer sentiment, housing starts, and existing home sales. New home sales … Read more
Stock Market Commentary Last week marked an important shift as the stock market experienced overdue relief. Most notably, there were no major headlines causing significant disruptions in financial markets. Instead, the market continued the theme of recovery from the previous week, driven by policymakers pivoting their messaging about the economic chaos triggered by policies and … Read more
Stock Market Commentary Big news: the oversold period is officially OVER. This tariff tainted oversold period was lasted a historical 12 trading days. Several catalysts emerged during and after market hours to support a narrative of a sustained bottom, including: While the length of the oversold period confirms bear market trading, these developments suggest the … Read more