ONE-TWENTY TWO: Trading Financial Markets https://drduru.com/onetwentytwo/ Exploring the poetry in financial markets for students of money and economy since the year 2000. Mon, 17 Aug 2026 17:31:06 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.4 https://drduru.com/onetwentytwo/wp-content/uploads/2017/01/cropped-onetwentytwo_icon-32x32.png ONE-TWENTY TWO: Trading Financial Markets https://drduru.com/onetwentytwo/ 32 32 From AI to Small Caps: How Market Breadth Broke Out https://drduru.com/onetwentytwo/2026/08/16/from-ai-to-small-caps-how-market-breadth-broke-out/ https://drduru.com/onetwentytwo/2026/08/16/from-ai-to-small-caps-how-market-breadth-broke-out/#respond Mon, 17 Aug 2026 00:36:23 +0000 https://drduru.com/onetwentytwo/?p=83296 The Market Breadth Summary: Breakout The Stock Market Summary The AI crash from July 29th feels like a distant memory. The subsequent breakout to all-time highs quickly erased the sting and returned the market to a rally that knows no obstacles. Now, market breadth has broken out and further confirmed the market’s underlying bullishness. Various ... Read more

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]]> https://drduru.com/onetwentytwo/2026/08/16/from-ai-to-small-caps-how-market-breadth-broke-out/feed/ 0 PAIROS Upgrades Atlassian As Stock Soars Above the SaaSpocalypse https://drduru.com/onetwentytwo/2026/08/10/pairos-upgrades-atlassian-as-stock-soars-above-saaspocalypse/ https://drduru.com/onetwentytwo/2026/08/10/pairos-upgrades-atlassian-as-stock-soars-above-saaspocalypse/#respond Tue, 11 Aug 2026 05:42:44 +0000 https://drduru.com/onetwentytwo/?p=83190 In April I launched PAIROS, the Panic AI Research On Software, to provide a structured approach for assessing my (contrarian) investment thesis in software companies heavily impacted by the SaaSpocalypse. Atlassian Corporation (TEAM) first emerged as a high conviction pick after the company’s release of its agentic AI platform called Rovo and next after a related PAIROS ... Read more

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]]> https://drduru.com/onetwentytwo/2026/08/10/pairos-upgrades-atlassian-as-stock-soars-above-saaspocalypse/feed/ 0 From AI Crash to All-Time Highs: What Powered the Rebound – The Market Breadth https://drduru.com/onetwentytwo/2026/08/10/from-ai-crash-to-all-time-highs-what-powered-rebound-the-market-breadth/ https://drduru.com/onetwentytwo/2026/08/10/from-ai-crash-to-all-time-highs-what-powered-rebound-the-market-breadth/#comments Mon, 10 Aug 2026 08:13:17 +0000 https://drduru.com/onetwentytwo/?p=83088 The Market Breadth Summary: AI Rebound The Stock Market Summary The stock market rapidly transitioned from an AI crash to all-time highs in less than one week. Strong earnings revived the AI trade, software joined the advance, and the major indices pushed back toward their all-time highs. Momentum faded in the middle of the week ... Read more

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]]> https://drduru.com/onetwentytwo/2026/08/10/from-ai-crash-to-all-time-highs-what-powered-rebound-the-market-breadth/feed/ 2 What Happened in the Housing Market – Peak ROAD https://drduru.com/onetwentytwo/2026/08/03/what-happened-in-the-housing-market-peak-road/ https://drduru.com/onetwentytwo/2026/08/03/what-happened-in-the-housing-market-peak-road/#respond Mon, 03 Aug 2026 14:22:00 +0000 https://drduru.com/onetwentytwo/?p=82348 Housing Market Intro and Summary The 21st Century ROAD to Housing Act became a milestone in July for the housing market. Housing-related stocks pulled back from peak levels. The data released in July showed more stasis and tepid market dynamics. The bump in sentiment associated with House passage of ROAD proved to be temporary, suggesting ... Read more

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]]> https://drduru.com/onetwentytwo/2026/08/03/what-happened-in-the-housing-market-peak-road/feed/ 0 The Market Absorbs an AI Crash, Yet Resolves Nothing – The Market Breadth https://drduru.com/onetwentytwo/2026/08/02/market-absorbs-an-ai-crash-yet-resolves-nothing-the-market-breadth/ https://drduru.com/onetwentytwo/2026/08/02/market-absorbs-an-ai-crash-yet-resolves-nothing-the-market-breadth/#respond Sun, 02 Aug 2026 23:35:43 +0000 https://drduru.com/onetwentytwo/?p=82806 The Market Breadth Summary: AI Crash The Stock Market Summary First, technology cracked and next the AI trade crashed. The crash is not obvious because the stock market absorbed the crash quickly and, perhaps most importantly, many AI trades are still up significantly for the year despite trading down 30%, 40%, 50% and more from ... Read more

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