ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(This is an excerpt from an article I originally published on Seeking Alpha on April 2, 2012. Click here to read the entire piece.) In January of this year, Adam Posen, External Member of the Monetary Policy Committee, Bank of England, gave a talk titled “What the return of 19th century economics means for 21st … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on March 27, 2012. Click here to read the entire piece.) As conditions ripen for a bottom in housing in 2013, I am more frequently reviewing the on-going dynamics of the unfolding recovery in employment. The rates of unemployment and under-employment, and … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on March 19, 2012. Click here to read the entire piece.) I still believe that a bottom is coming for housing in 2013. Some areas of the country, like the Silicon Valley area of Northern California, have already left a bottom far … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on March 19, 2012. Click here to read the entire piece.) In November, 2010, Nassim Taleb (Mr. Black Swan) broke a long-standing media blackout to talk on CNBC about his distress over quantitative easing Part two (QE2). At the time, Taleb concluded … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on March 5, 2012. Click here to read the entire piece.) {snip}…this is a good moment to describe finally why I recently sold my long-term holdings in the Rydex CurrencyShares Australian (FXA). {snip} Never once have I pondered the possibility of the … Read more