Wednesday, July 9, 2014

The Morning Call---We have seen this before

The Morning Call

7/9/14

The Market
           
    Technical

The indices (DJIA 16906, S&P 1963) got smacked yesterday. Not enough to do any technical damage; so the assumption remains that the momentum is to the upside. The Averages closed above their 50 day moving averages and within uptrends across all time frames: short (16168-17647, 1901-2068), intermediate (16422-20781, 1843-2643) and long (5083-18464, 762-1999). 

            Volume inched higher; breadth was lack luster.  The VIX rose, finishing above the upper boundary of its very short term downtrend.  A close above that boundary today will confirm the break.  In the meantime, it remains within short and intermediate term downtrends and below its 50 day moving average.

            The level of short selling is declining (medium):

            The long Treasury had another strong up day.  It closed within short and intermediate term trading ranges and above its 50 day moving average.  In addition, it is nearing the upper boundary of a very short term downtrend.  If it fails to push through that boundary, it will set a third lower high which would strengthen that downtrend.  If it does break above it, then it is setting up to test the upper boundary of its short term trading range. 

            GLD inched higher for a second day, remaining above its 50 day moving average and within a short term trading range and an intermediate term downtrend.

Bottom line: yesterday’s pelting of stocks is not unusual, given last week’s advance (consolidation).  On the other hand, with the Averages’ proximity to their all-time highs, a battle over valuation is also not surprising.

I have opined that while I think that the indices will challenge the upper boundaries of their long term uptrends, they are not likely to confirm any penetration.  The recent confusing pin action in bonds and gold supports that notion. 

That said, it takes a lot more than a couple of down days to break a trend as powerful as the current one. 

 As far as stocks are concerned, our strategy remains to do nothing save taking advantage of the current momentum to lighten up on stocks whose prices are pushed into their Sell Half Range or whose underlying company’s fundamentals have deteriorated.

            Two out of three low volatility ramps end in a decline (short):

   Fundamentals

     Headlines

            Yesterday’s US economic news consisted of two secondary indicators: weekly retail sales were mixed while the June small business optimism index was below estimates.  While nobody likes disappointing data, two minor indicators are certainly not enough to move the needle on any forecast.

            Overseas, the UK factory output and German industrial production were below expectations.  Those stats are a bit more important in that they are primary indicators and they come from two of the strongest economies in Europe---strongest being a relative term. 

            Alcoa kicked off the earnings season with a beat.  At the moment, expectations for second quarter are sanguine and no one seems to be anticipating any surprises.  So it is probably reasonable to assume that the upcoming weeks will be filled with good news and countless pretexts for higher prices.

            Finally, remember that the minutes from the last FOMC meeting will be released today; so we could have a moment of joy or angst this afternoon depending on how they read.

            Bottom line: equities (as defined by the S&P) are overvalued (as defined by our Model).  But nothing has occurred that forces investors to re-examine the assumptions that have driven prices from Fair Value to the current elevated state.  Until we get that event, momentum will remain to the upside.  To be sure, there are numerous divergences that suggest some distress in the bowels of the Market; but that means nothing until the investors get hit between the eyes with a two by four.

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.

            The latest from Marc Faber:

The case for stocks being reasonably valued (short):

            It is not different this time (medium):

            More on valuation (medium):

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