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 September 6, 2013. Click here to read the entire piece.) Homebuilders have claimed immunity from higher interest rates, and they are acting like it. Today (September 4th), Meritage Homes (MTH) and M.D.C. Holdings (MDC) announced their continuing expansion and investment in … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 15, 2013. Click here to read the entire piece.) As markets worldwide await the Federal Reserve’s meeting September 17-18th, I imagine that housing will play a major role in the decision-making for monetary policy. Interest rates have risen sharply in … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 23, 2013. Click here to read the entire piece.) I have followed Lender Processing Services (LPS) for what seems like a very long time, a near lone voice on Seeking Alpha banging the table for LPS as a recovery play … 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