ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
“IPOs Boost Demand for Silicon Valley Mansions” – Bloomberg “US Housing Crisis Is Now Worse Than Great Depression” – CNBC These two headlines from Tuesday’s financial press describe well the dichotomy in America’s two-speed economy. Corporate profits have never been better but employment has rarely been worse. The housing market in Silicon Valley is benefiting … Read more
For the past few months, I pestered my youngest brother to write a review of his cogent 2009 analysis of the housing market. In that post, he predicted housing would bottom in April, 2010 and as late as 2013 in a worst case scenario. He has finally produced the follow-up, and I post it below. … Read more
My brother and I go back and forth in our discussions about the dynamics of the housing industry. He is good on the fundamentals, and I substitute my weakness on the fundamentals with technical analysis, sentiment analysis, and the information I can glean from earnings calls. Today, he wrote out his latest case for the … Read more