ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
The Extremes I look for opportunities when markets overreact to sentiment extremes. The recent drama over the logo change for Cracker Barrel Old Country Store, Inc (CBRL) provided a textbook case. A redesign consistent with modern branding aesthetics set off a social media backlash, fueled by cultural politics and amplified by high-profile voices. In the … Read more
This piece is my second follow-up to my claims from a year ago in: “Renaissance IPO ETF A Less Volatile Way to Speculate Than ARKK“. Since that post, and especially this year, the performance gap between the Renaissance IPO ETF (IPO) and the ARK Innovation ETF (ARKK) has widened so much that I am comfortable … Read more
Stock Market Commentary Welcome to the start of the stock market’s three most dangerous months of the year. A weak jobs report for July helped to send market sentiment into a sharp reversal. The bad economic news suddenly turned the prospect of rate cuts into something to fear. These rate cut fears spun the market … Read more
As the Nigerian naira plunges in value, Nigerians are scrambling for ways to protect their purchasing power. In this modern era, Bitcoin (BTC/USD) offers the promise of a digital store in value. Accordingly, Nigeria has returned to the number one spot in the world for national share of searches taken by Bitcoin according to Google … Read more
I used the Google Trends Momentum Check (GTMC) for gold as a relatively reliable indicator for trading sentiment on the precious metal until around 2016. After that year, Google trends for the term “gold” essentially flatlined. When gold went parabolic to start 2022, the GTMC for “gold” failed to trigger. The extremes in search interest … Read more