Monday, July 14, 2014

Monday Morning Chartology & Subscriber Alert

The Morning Call

7/14/14

The Market
           
    Technical

     Monday Morning Chartology

            Last week’s news induced volatility in bonds and gold notwithstanding, the growing number of divergences notwithstanding, there was hardly a blip in the S&P’s trend on whatever time frame you want to consider.  As little sense as this makes to me, the momentum is there.  I just want our Portfolios exposure limited.



            The long Treasury had a terrific week.  On Friday, it confirmed the break above the upper boundary of a very short term downtrend.   Clearly, momentum has moved to the upside.  I suspect that the lousy economic news out of Japan, the EU and China coupled with the Portuguese bank problems have investors concerned about a global growth slowdown and/or a liquidity crisis in the EU banking system.  Either would lead to money seeking safety in the US Treasury. 

If that proves accurate, we can expect TLT to move above the upper boundary of its short term trading range.  On the other hand at this point in time, we have no idea if the global slowdown/EU banking crisis scenario is just a temporary phenomenon or if it will ultimately overshadow the easy money/growth/inflation outlook. Clearly both can’t be right; and unfortunately, each points to an entirely different direction for bond prices.  I guess my bottom line here is that I remain confused as to what bond investors are discounting, assuming that even they know.



            GLD was up on Friday, finishing above the upper boundary of its very short term downtrend for the second day; thereby confirming the break.  It remains in a short term trading range, in an intermediate term downtrend and above its 50 day moving average.  Like bonds, I think last week’s pin action was probably a function of its value as a safety trade.  That said, I think GLD could go up under either a high inflation or a flight to safety scenario---the big difference being the relative length of the time horizon. 

     Subscriber Alert

Accordingly, our Portfolios will nibble at gold at the open this morning.  The High Yield Portfolio will Buy the Gamco Natural Resources, Gold and Income Trust (GNT---yields approximately 10%); the Dividend Growth Portfolio will Buy GLD and the Aggressive Growth Portfolio will Buy the Gold Miners ETF (GDX).  It is important to note that these purchases are trades and will have very tight Stop Loss levels



The VIX also had a volatile week, closing up 15% and above the upper boundary of a very short term downtrend for a second day, thereby confirming the break of that trend.  It is also above its 50 day moving average.  On the other hand, it is also well within short and intermediate term downtrends.  Certainly, there is the potential that the VIX may be pointing to an increase in volatility for longer than a day or two.  At this point, all we can do is watch.



    Fundamental
 
     Investing for Survival from Barry Ridholtz

            What to do in a market correction (medium):
 
   
      News on Stocks in Our Portfolios
 
Economics

   This Week’s Data

   Other

            Does the GDP number reflect the real economy (medium)?

            Eurozone still in recession (short):

Politics

  Domestic

Computer modelling as evidence (medium):

  International War Against Radical Islam







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