Tuesday, May 20, 2014

The Morning Call---Major averages in a narrowing trading range

The Morning Call

5/20/14

The Market
           
    Technical

            The indices (DJIA 16511, S&P 1885) ended higher on the day.  The Dow closed above its 50 day moving average and within its short (15330-16601) and intermediate (14696-16601) term trading ranges and within a long term uptrend (5055-17405).  The S&P finished above its 50 day moving average and within uptrends across all timeframes: short (1832-1999), intermediate (1784-2584) and long (739-1910).  They remain out of sync in their short and intermediate term trends.

            Volume was abysmal; breadth mixed, though the flow of funds indicator continues to do well.  The VIX fell slightly.  It continues to trade near the lower boundary of its short term trading range, below its 50 day moving average and within an intermediate term downtrend.

            The long Treasury was hit hard, ending back below the upper boundary of its intermediate term downtrend and, hence, negating last Thursday’s break above that resistance level.  However, it closed above its 50 day moving average and within a short term uptrend.

More theories on rising bond prices (medium):

            GLD rose fractionally, but still finished within short and intermediate term downtrends and below its 50 day moving average.

Bottom line: while the small cap averages continue to act sickly, both of the major senior indices are now stuck between their all-time highs and their rising 50 day moving averages.  This narrowing trading range will, by definition, resolve itself.  My best guess remains that it will be to the upside, leading to a challenge of the upper boundaries of their long term uptrends.  Of course, that is not a particularly courageous forecast given their current proximity to those uptrends.  On the other hand, it defines our strategy do nothing save taking advantage of the current momentum to lighten up on stocks whose prices are pushed into its Sell Half Range or whose underlying company’s fundamentals have deteriorated.

            What tops look like (medium):

            An analysis of the technicals by Andrew Thrasher (medium):
    Fundamental
    
     Headlines

            Yesterday was dead, news wise.  No US or foreign data of significance.  There were a couple of speeches by regional Fed chiefs warning of the historical inadequacies of Fed policy---which isn’t exactly news.

                Overseas, Putin once again feinted an attempt to calm concerns over Ukraine (moving troops away from Ukrainian border) which will likely prove just as hollow as prior promises.

            Latest from Ukraine:

 Meanwhile, China is garnering a number of headlines:

(1) massing troops on the Vietnamese border over a dispute concerning sovereignty over potential offshore oil resources.  Somehow this sounds familiar.

(2) getting whacked by the DOJ over corporate [intellectual property] spying.  It is about time.  Let’s hope the DOJ is carrying a bigger stick than the president.

(3) nearing a final agreement with Russia on energy and currency.  More fallout from a limp wristed foreign policy.

My bottom line is that for current prices to hold, it requires a perfect outcome to the numerous problems facing the US and global economies AND investor willingness to accept the compression of future potential returns into current prices.

 I can’t emphasize strongly enough that I believe that the key investment strategy today is to take advantage of the current high prices to sell any stock that has been a disappointment or no longer fits your investment criteria and to trim the holding of any stock that has doubled or more in price.

            Bear in mind, this is not a recommendation to run for the hills.  Our Portfolios are still 55-60% invested and their cash position is a function of individual stocks either hitting their Sell Half Prices or their underlying company failing to meet the requisite minimum financial criteria needed for inclusion in our Universe.
        
            It is a cautionary note not to chase this rally.
               

            More on valuation (short):

       Investing for Survival

            Analyzing your tolerance for complexity (medium):

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