ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Housing Market Intro and Summary What happened in the housing market in February, 2025? The bear market that scarred the landscape for builders returned. After January’s bear market, relief, the bear market is back and more deeply entrenched. The stocks and the housing data are even on the edge of a deeper malaise. On-going declines … Read more
Stock Market Commentary The stock market looked ready to follow through on leaving its troubles behind. The S&P 500 even made a new all-time high. Everything seemed to fall apart on Friday. The final release of consumer expectations as measured by the University Michigan confirmed earlier preliminary numbers: inflation expectations soared and consumer sentiment tanked. … Read more
Stock Market Commentary Two weeks ago I wrote how a “A DeepSeek Dive and A Tariff Toll” created the next shift in the market’s technical outlook. I stepped back from a bullish position on the market as a result. Now, a familiar theme has unfolded with the stock market looking ready to leave its latest … Read more
Housing Market Intro and Summary What happened in the housing market in January, 2025? The bear market that scarred the landscape for builders came to an end just ahead of an important December inflation report. Relief from that report combined with relief from a builder’s earnings report helped to seal the deal on the three … Read more
Stock Market Commentary A week ago, I concluded that the stock market had reached “oversold enough” trading conditions. Last week confirmed an oversold low as market breadth rapidly broadened and supported an all-time high redux for the S&P 500. Yet, this revival comes with important caveats. Uncertainty looms over the Federal Reserve’s next moves even … Read more