ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Stock Market Commentary The stock market’s fearless streak met fresh geopolitical headwinds that significantly raised the risk quotient. Tensions surged as Israel bombarded Iran’s nuclear infrastructure and Iran retaliated, spiking oil prices and triggering a market sell-off that, while sharp, could have and should have been a lot worse. This fresh market risk is a … Read more
Stock Market Commentary In just three months, the stock market has transformed from fragile to fearless. Friday’s return to overbought territory, on the heels of another jobs report that beat “consensus expectations”, underlined the market’s fearless bullishness. The jobs report made imminent rate cuts even less likely. Along with that prospect, bond yields nudged higher … Read more
Housing Market Intro and Summary What happened in the housing market in May, 2025? Tariff pressures and economic chaos subsided, yet the stocks of home builders did not benefit as spring failed to deliver sufficient demand to meet soaring inventories. Mortgage rates trended higher again and home prices continued higher. While new home sales reached … Read more
Stock Market Commentary A market calm emerged thanks to a pause on reciprocal tariffs and then a ceasefire in the US vs China trade war. This market calm shattered as a new tariff shock came in the form of President Trump threatening the European Union (EU) with a 50% tariff while at the same time … Read more
Stock Market Commentary We made it through another week without any major negative headlines impacting the stock market. Although late-breaking news took futures down due to Moody’s dropping the U.S. from its top credit rating, marking the loss of the last top-tier assessment of U.S. government debt, I expect the market impact to be minimal. … Read more