ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
It seems every week I need to generate new superlatives to describe the epic collapse in the stock market. For the housing-related stocks, forget animal spirits getting trampled. This time around the walls have all caved in on the sector. Today’s third crash during this sell-off in the stock market featured a complete collapse in … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on February 12, 2015. Click here to read the entire piece.) KB Home (KBH) has made good on its promise to focus more on short-term monetization. Since reporting disappointing earnings on January 13, 2015, KBH has already announced six openings, grand openings, … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on January 9, 2015. Click here to read the entire piece.) It is still very early in the new year, but I cannot help notice the relative strength exhibited by iShares Trust – iShares U.S. Home Construction ETF (ITB) and several major … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on February 19, 2014. Click here to read the entire piece.) Back in 2009, I was as bearish on housing as anyone. For example, I wrote two pieces pointing to massive insider stock sales at Toll Brothers (TOL) as evidence that company … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 19, 2013. Click here to read the entire piece.) “‘It’s romantic for the first 15 years when you’re turning 65 and retired…But aging in place among 90-year-olds? 95-year-olds?’ Many of these people…won’t realize that they can’t mow the lawn or … Read more