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. Tue, 10 Nov 2026 18:19:09 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 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 Wrong Question If You’re Asking When the AI-Focused Sell-Off Will End https://drduru.com/onetwentytwo/2026/11/09/wrong-question-if-youre-asking-when-ai-focused-sell-off-will-end/ https://drduru.com/onetwentytwo/2026/11/09/wrong-question-if-youre-asking-when-ai-focused-sell-off-will-end/#respond Mon, 09 Nov 2026 10:27:28 +0000 https://drduru.com/onetwentytwo/?p=84727 The Market Breadth Summary The Stock Market Summary If you are asking where and when this AI-focused sell-off will end, you are asking the wrong question. Instead of asking for forecasts, the calm and disciplined traders and investors ask about managing risks while seeking opportunity. Thus, the main thing that changes within this framework is ... Read more

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]]> https://drduru.com/onetwentytwo/2026/11/09/wrong-question-if-youre-asking-when-ai-focused-sell-off-will-end/feed/ 0 What Happened in the Housing Market – Rate Relief https://drduru.com/onetwentytwo/2026/11/03/what-happened-in-the-housing-market-rate-relief/ https://drduru.com/onetwentytwo/2026/11/03/what-happened-in-the-housing-market-rate-relief/#respond Tue, 03 Nov 2026 09:02:50 +0000 https://drduru.com/onetwentytwo/?p=84249 Housing Market Intro and Summary In my previous housing market update, I described the increasing pressure on the housing market. The housing data continued to worsen through mid-October, however housing-related stocks launched a strong rally. Rate relief from declining mortgage rates, accompanied by a rally in the bond market, provided a platform for a countertrend ... Read more

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]]> https://drduru.com/onetwentytwo/2026/11/03/what-happened-in-the-housing-market-rate-relief/feed/ 0 The Topping AI Trade: Buy the Next Breakout Or Get Cute With Support? https://drduru.com/onetwentytwo/2026/11/01/topping-ai-trade-buy-next-breakout-or-get-cute-with-support/ https://drduru.com/onetwentytwo/2026/11/01/topping-ai-trade-buy-next-breakout-or-get-cute-with-support/#respond Mon, 02 Nov 2026 02:11:32 +0000 https://drduru.com/onetwentytwo/?p=84560 The Market Breadth Summary The Stock Market Summary I have been making the case for months that the AI trade is topping. This last week’s price action added yet more confirmation. While the NASDAQ dropped 2% for the week, nine of the eleven S&P 500 sectors finished higher, led by healthcare, materials, and utilities. That ... Read more

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]]> https://drduru.com/onetwentytwo/2026/11/01/topping-ai-trade-buy-next-breakout-or-get-cute-with-support/feed/ 0 Market Breadth Leaves A Topping AI Trade Behind https://drduru.com/onetwentytwo/2026/10/26/market-breadth-leaves-a-topping-ai-trade-behind/ https://drduru.com/onetwentytwo/2026/10/26/market-breadth-leaves-a-topping-ai-trade-behind/#respond Mon, 26 Oct 2026 08:28:00 +0000 https://drduru.com/onetwentytwo/?p=84435 The Market Breadth Summary The Stock Market Summary The stock market finds itself in a place I did not fully anticipate, even as recently as my last market check-in. Market breadth is rebounding as I suspected it might, and the recovery increasingly looks like a bottoming process. Yet the recovery is leaving behind the once-dominant ... Read more

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]]> https://drduru.com/onetwentytwo/2026/10/26/market-breadth-leaves-a-topping-ai-trade-behind/feed/ 0 AI Stocks and Retirement Risk: An Empty Warning From Marketplace https://drduru.com/onetwentytwo/2026/10/24/ai-stocks-and-retirement-risk-an-empty-warning-from-marketplace/ https://drduru.com/onetwentytwo/2026/10/24/ai-stocks-and-retirement-risk-an-empty-warning-from-marketplace/#respond Sun, 25 Oct 2026 00:57:52 +0000 https://drduru.com/onetwentytwo/?p=84440 Do you have a 401(k)? Well there’s a “good chance” the money is invested in AI stocks. This introduction was the empty warning forming the premise of a Marketplace story describing the AI-driven risks in the average investment portfolio. The accompanying interview with Boston College law professor Patricia McCoy, who studies financial regulation and consumer ... Read more

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