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 January 29, 2014. Click here to read the entire piece.) In several posts, I have noted that the consolidation in 2013 for homebuilder stocks could become a springboard for a fresh rally in 2014. It seems the homebuilder breakout may have … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on May 29, 2013. Click here to read the entire piece.) Back in March, 2013, an intriguing article appeared in The Atlantic Cities called “The Great Senior Sell-Off Could Cause the Next Housing Crisis.” Author Emily Badger interviewed demographer Arthur C. Nelson, … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on January 6, 2014. Click here to read the entire piece.) {snip} The above quote pretty much sums up the attitude of homebuilders (ITB) going into 2014. It sounds like a classic sales pitch from a real estate agent, but the evidence … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 6, 2013. Click here to read the entire piece.) Homebuilders have claimed immunity from higher interest rates, and they are acting like it. Today (September 4th), Meritage Homes (MTH) and M.D.C. Holdings (MDC) announced their continuing expansion and investment in … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on December 14, 2012. Click here to read the entire piece.) Nine months ago, I wrote about Vertical Capital Income Fund as a way to participate in the bottoming of housing through an investment in mortgages. On November 28th, I checked in … Read more