ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Many internet-related stocks have been on fire lately. In many ways, the run-up has been about mobile, so it may not even be technically accurate to call this feature a valuation update on internet-related stocks. Regardless, the most notable change since the last update in mid-June is that the internet high-fliers have experienced significant run-ups … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 27, 2013. Click here to read the entire piece.) In December of 2012, I provided a description of the housing recovery from the eyes of mortgage investors who could see the recovery but worried about tightening credit conditions. Six months … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 15, 2013. Click here to read the entire piece.) {snip} In Bubble Watch, Trulia Chief Economist Jed Kolko, Ph.D. explains that housing is not back in bubble territory based on incomes (which determine how much people can pay), rents (which … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 7, 2013. Click here to read the entire piece.) Marvell Technology (MRVL) has enjoyed a tremendous run since hurtling downward after a legal setback in its patent dispute with Carnegie Mellon back in December. At the time, I thought it … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on August 15, 2013. Click here to read the entire piece.) TRI Pointe Homes (TPH) reported very strong earnings for the second quarter of 2013. {snip} Year-over-year results were strong, and TPH raised guidance for the year. {snip} Based on strong demand, … Read more