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 October 31, 2012. Click here to read the entire piece.) Last week’s U.S. GDP print (advance estimate, revisions to come) came in slightly stronger than expected with an annualized growth rate of 2.0%. Financial markets had relatively muted reactions. The S&P … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on October 14, 2012. Click here to read the entire piece.) U.S. homebuilders continue to beat a drum of optimism. KB Home (KBH) is no exception. In its July earnings report, KBH established a strategy of “Going on Offense”. KBH provided more … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 28, 2012. Click here to read the entire piece.) Congratulations to those of you who were able to ignore the bears on housing and stick with housing stocks this year. The SPDR S&P Homebuilders ETF (XHB) has finally recovered all … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 7, 2012. Click here to read the entire piece.) In “Home Builders Don’t Have Enough Workers to Meet New Demand“, CNBC reports that housing markets with strong demand are reporting severe shortages of labor. These strong markets include the Western … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on August 30, 2012. Click here to read the entire piece.) The residential housing industry received more positive data on August 29, 2012. First, the latest Federal Reserve’s beige book further confirmed the stronger price trends shown in the Federal Housing Finance … Read more