Wednesday, May 7, 2014

The Morning Call--More investor schizophrenia

The Morning Call

5/7/14

The Market
           
    Technical

            The indices (DJIA 16401, S&P 1867) turned in another volatile day in what has become trading range since the first of the year.  However, none of the technical factors changed: both remained above their 50 day moving averages, both are above their late April lows---keeping a very short term uptrend in place; however, they clearly are no closer to either their all-time highs and the S&P is still developing a head and shoulders formation.

The S&P closed within uptrends across all timeframes: short (1824-1991), intermediate (1778-2578) and long (739-1910).  The Dow remains within short (15330-16601) and intermediate (14696-16601) term trading ranges and a long term uptrend (5055-17405).  They continue out of sync in their short and intermediate term trends. 

Volume was flat (and low): breadth was down.  The VIX rose but remains within its short term trading range, its intermediate term downtrend and below its 50 day moving average.

            More divergences (short):

            The long Treasury resumed its upward march, finishing in a short term uptrend, above its 50 day moving average and within an intermediate term downtrend.

            More on bonds.  The theories on higher bond prices are coming fast.
            http://www.cnbc.com/id/101644084


                        GLD fell (again), closing within short and intermediate term downtrends and below its 50 day moving average.

Bottom line: yesterday’s pin action was just as noteworthy as Monday’s; only for the opposite reason.  The news flow was generally good both here and abroad; plus it was Tuesday---which has been the strongest day of the week the last couple of months.  Most likely both days are simply reflective of another round of investor schizophrenia.  There have been plenty such occasions throughout this upward trending market; and, to date, they have all been resolved to the upside.  While ‘to date’ are the operative words, until proven otherwise, the assumption has to be that we will get the same outcome this time. 

That said, given the increasing number of divergences (not the least of which is the rising bond market), sooner or later that pattern will change.  However, until it does, I see no reason to alter the thought that the Averages will challenge the upper boundaries of their long term uptrends.

Meanwhile, we have a trendless Market; so there is really not much to do save using any price strength that pushes one of our stocks into its Sell Half Range and to act accordingly.

            Price movement by the day of the week (short):

                Regression to trend (short and a must read):

    Fundamental
    
     Headlines

            There were only two secondary US economic indicators reported yesterday: weekly retail sales were mixed and the March trade deficit was less than anticipated.  Hardly worth mentioning.

            Overseas, there was not much going.  The EU reported April PMI better than expected.  Even Ukraine was more quiet than usual.
           
            Latest from Ukraine:

            Is this more fallout from (our mishandling of) Ukraine (short):

Bottom line: Almost no news---so there was no changes in the fundamentals.  Virtually no volume and there was little change in the technicals.  Stocks remain overvalued but momentum still lies with the bulls.   So I think that until investors get really worried about something for more than a day or two, prices will likely continue to rise.  The question is, is the bond market telling us that ‘something to worry about’ is upon us.  We will know soon enough.

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 (medium):

            The banks are at it again (medium and today’s must read):

No comments:

Post a Comment