ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Stock Market Analysis Summary Market liquidity fears intensified across equities and crypto as market breadth continued to deteriorate. The major stock market indices confirmed bearish technical breakdowns. Major AI and tech stocks confirmed weakening momentum. The week ended with a relief rally after rate-cut expectations surged with Fed Governor Williams teasing a possible December easing. … Read more
Jumia Technologies (JMIA) reached another major milestone on its way to becoming a sustained factor in African e-commerce. CEO Francis Dufay announced in the Q3 earnings call that “Jumia has reached an inflection point…We are building a solid foundation for sustainable, profitable growth and the results are becoming increasingly visible”. Last week, November 13, 2025, … Read more
Stock Market Commentary I am seeing more and more cracks widening in the stock market, and I am getting increasingly concerned. I am trying to stay bullish because the seasonally strong period has started for the stock market. However, after such a strong August, strong September, and strong October, each of which is historically one … Read more
Stock Market Commentary Media coverage of bubble talk in AI has become increasingly urgent and loud in recent months. Legendary short seller Michael Burry seemed to ring the clarion call when news dropped on Tuesday (November 4) about a massive bearish bet against NVIDIA (NVDA) and Palantir (PLTR). NVDA fell 4.0% that day. The downward … Read more
Stock Market Commentary The stock market started the week in familiar melt-up mode, supported by a (temporary) thaw in the economic war between the U.S. and China. Optimism persisted until the Federal Reserve weighed in with its latest announcement on monetary policy, when Chair Jerome Powell balked at the idea of a December rate cut. … Read more