ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on June 2, 2015. Click here to read the entire piece.) On May 27th, the Federal Reserve Board published the second annual results of its Survey of Household Economics and Decisionmaking (SHED). {snip} Based on the Fed’s survey results, I concluded that … Read more
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on November 10, 2014. Click here to read the entire piece.) The bursting of the housing bubble destroyed the supply chain at several critical junctures. For example, employment in the industry collapsed. While the overall unemployment rate in the industry has returned … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 29, 2014. Click here to read the entire piece.) I have written before that home builders have focused on building for higher income buyers and mortgage financing has been restricted to the well-off. It turns out things are not quite … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 21, 2014. Click here to read the entire piece.) “Historically low levels of interest rates globally and the current backdrop of low volatility across financial markets may encourage market participants to underestimate the likelihood and severity of tail risks. There … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 20, 2014. Click here to read the entire piece.) The U.S. Census Bureau and the U.S. Department of Housing and Urban Development (HUD) released on Friday the numbers for April housing starts. The continued increase in housing starts confirms the … Read more
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are … Read more
(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on February 12, 2015. Click here to read the entire piece.) KB Home (KBH) has made good on its promise to focus more on short-term monetization. Since reporting disappointing earnings on January 13, 2015, KBH has already announced six openings, grand openings, … Read more