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 April 29, 2013. Click here to read the entire piece.) Meritage Homes Corp (MTH) is up 38% since I made it my #1 homebuilder stock for 2013. The stock is up 32% year-to-date. Too bad part of my investment strategy for … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on November 26, 2012. Click here to read the entire piece.) {snip} It is hard to be bearish on the U.S. economy when housing is working. Homebuilders are also the ultimate play on the U.S. economy given the minimal (direct) linkage to … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 28, 2012. Click here to read the entire piece.) Congratulations to those of you who were able to ignore the bears on housing and stick with housing stocks this year. The SPDR S&P Homebuilders ETF (XHB) has finally recovered all … Read more
I have written several pieces recently on the housing industry, starting with “Time to Buy the Dips in Homebuilders” (click here for an archive of my articles on housing). The main theme has emphasized that now is the time to start investing in a bottom in housing that I anticipate happening next year. I have … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on January 31, 2012. Click here to read the entire piece.) {snip} It turns out that there is yet one more reason for buying the dips in KBH. The company is second only to Meritage Homes Corporation (MTH) for the percentage of … Read more