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 The U.S. housing market ended 2025 with mixed signals. Builder stocks are stuck in trading ranges, builder confidence has stalled, and affordability remains strained. Pockets of strength in sales activity is likely coming from a softening price environment and higher inventory levels. The data points do not tell a single, … Read more
Housing Market Intro and Summary Of all the November housing data, housing starts provided the clearest support for the sharp rebound in the stocks of home builders the last two months. In parallel, builder sentiment has likely bottomed in anticipation of the positive impact of falling mortgage rates. On the other hand, existing home sales … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on September 7, 2014. Click here to read the entire piece.) I tracked down an article posted in Boston.com called “Renters Suffer as Evictions Surge in U.S.” after hearing the topic referenced in a recent Slate Money podcast. One of the guests … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on February 25, 2014. Click here to read the entire piece.) RealPage (RP) provides software for revenue management and other related services for managers of rental housing. After noticing that the stock had dropped over 20% in after hours trading following the … Read more