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 August 26, 2013. Click here to read the entire piece.) The release of the minutes for the Federal Reserve’s last policy meeting caused a lot of churn in financial markets, especially in currencies. I read contradicting headlines with one interpreting the … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on August 19, 2013. Click here to read the entire piece.) The mixed signals from financial markets continue as interest rates continue to climb. In fact, the steady rise in rates is the main feature within a swirl of inconsistent patterns. The … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 25, 2013. Click here to read the entire piece.) Something special must be happening in Lancaster, California, a small town of 155,000 people about 70 miles north of Los Angeles. After finding a thriving land development project in Lancaster, American … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 14, 2013. Click here to read the entire piece.) {snip} I do not follow TheStreet.com’s Jim Cramer as closely as I did many years ago, but every now and then something pops up that manages to catch my interest. The … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 10, 2013. Click here to read the entire piece.) {snip} …a fascinating story about a 2-man team, a real estate agent and a contractor, who have gone from boom to bust and hopeful boom. They went from a whiteboard full … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 29, 2013. Click here to read the entire piece.) Meritage Homes Corp (MTH) is up 38% since I made it my #1 homebuilder stock for 2013. The stock is up 32% year-to-date. Too bad part of my investment strategy for … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 28, 2013. Click here to read the entire piece.) The San Francisco Bay Area is known for its micro-climates. {snip} This area also has matching housing micro-climates. The crash and recovery from the housing bubble has exacerbated these micro-climates. In … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 14, 2013. Click here to read the entire piece.) I quickly caught a Bloomberg headline about plans from Vornado Realty Trust (VNO) to sell more than it buys. I went to the VNO 2012 annual report to see for myself … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 9, 2013. Click here to read the entire piece.) TRI Pointe Homes (TPH) is a 4-year old company based in Irvine, California that on January 31, 2013 became the first homebuilder to go IPO since 2004. The Starwood Fund, managed … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 17, 2013. Click here to read the entire piece.) The U.S. core Consumer Price Index (CPI) increased 0.1% month-over-month in March as reported inflation continues to be mild. Housing is one industry that is no longer sticking to the script … Read more