Friday, September 19, 2014

The Morning Call--The Dow breaks to the upside

The Morning Call

9/19/14

The Market
           
    Technical

            The indices (DJIA 17265, S&P 2011) popped yesterday.  The S&P closed within uptrends across all timeframes; short term (1944-2145), intermediate term (1917-2717) and long term (771-2020); it also finished above its 50 day moving average. 

In its third attempt to bust above the upper boundaries of its short (16331-17158) and intermediate (15132-17158) term trading ranges, the Dow finally succeeded.  Under out time and distance discipline, it needs to remain above the 17158 level through the close on Monday to confirm the break of the short term trend and through the close on Tuesday to confirm the break of the intermediate term trend.  If that occurs then these trends will re-set to up.  The DJIA remains within its long term uptrend (5101-18464) and above its 50 day moving average. 

Despite the strong move to the upside, volume actually declined and breadth was mixed.  The VIX didn’t surprise, falling 5% and finishing within short and intermediate term downtrends and below its 50 day moving average.

The long Treasury inched higher, though most segments of the bond market declined.  Looking at the chart, TLT seems to be holding above the 112.7 level---the first candidate for the lower boundary of a newly re-set short term trading range.  I will give it a couple more days; but if this level holds, I will call the new boundaries of a short term trading range.  TLT closed within an intermediate term trading range and below its 50 day moving average.

GLD rose slightly, but still has one of the sickest charts around.  It remains within short and intermediate term downtrends and below its 50 day moving average.

Bottom line: the bulls had their way yesterday, pushing the Dow through the upper boundaries of its short and intermediate term trading ranges in a meaningful way.  While our time and distance discipline still holds, the magnitude of this move suggests that these two trends will ultimately re-set to up.  That said, neither volume nor breadth were reflective of this move.  In addition, while TLT inched up on the day, bonds in general continued to trade as if Wednesday’s Fed message carried a hawkish tone. 

Certainly, yesterday’s pin action provided the needed follow through to indicate that equity investors were convinced that Fed policy will remain accommodative and that a rising stock market is still the most likely result.   And, of course, that in turn suggests that the next target is the upper boundaries of Averages long term uptrends.
But that is getting a bit too far ahead.  For now, the Dow needs to confirm the re-set of both the short and intermediate term trends. After that, we will focus on the long term trends.  In the meantime, stock investors must still battle the negative psychology from the bond market as well as all those other oft mentioned divergences.

Our strategy remains to Sell stocks that are near or at their Sell Half Range or whose underlying company’s fundamentals have deteriorated.
           
            Update on sentiment (short):

    Fundamental
    
       Headlines

            Yesterday’s US economic news was mixed: August housing starts were very disappointing, the September Philly Fed index was reported in line and weekly jobless claims were down much more than expected.  Unfortunately, the most important of these was the housing number; basically because it is the only primary indicator among them.  Equally unfortunate, it comes on the heels of Monday’s just as equally discouraging industrial production report---also a primary indicator. 

While the preponderance of data this week has been positive, two primary indicators reporting not just negative but very negative figures has to raise concerns.  Of course, it is too soon to start doubting our forecast; but it does place the question in the back of my mind, is this the first sign of global economic problems starting to impact the US?  Clearly, investors didn’t appear worried.

The rest of the trading day the media and pundits spent yakking about Wednesday’s FOMC meeting/Yellen news conference, the Scottish secession vote which was going on all day, the much anticipated Alibaba IPO pricing which was done after the Market closed and today’s quadruple witching.  Consensus seemed to be that all those are could have some effect on today’s trading although (1) I heard no one willing to predict the extent of that effect from one or a combination and (2) none are likely to have much long term impact, though if the Scottish vote is to secede, there could be some heartburn in the banking system and the threat of further secessionist moves in other European countries.

            Scots vote No on independence (medium):

Bottom line: the QE euphoria returned to the stock market yesterday despite poor housing numbers and an alternative outlook from the bond market.  That force has driven equity prices for five years, so the assumption has to be that it will continue particularly when the Fed assured investors that the fuel for that force remains in ready supply.

Nevertheless the headwinds are growing.  We got some worrying US economic data this week, additional weak stats from Japan and the bust of the ECB’s first attempt at building liquidity in the EU banking system.  Until these issues become sufficient to offset the appeal of chasing yield, stocks are likely to continue to rise---which by definition has to happen.  At some point, prices will become too expensive for even the most Pollyanna investors.  I have no idea when that occurs.  I do believe that the longer it takes, the more intense will be the pain of the correction.

***overnight, Japan downgrades its economic outlook.

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.

            Lurking beneath the taper (medium and a must read):

            The latest from Mohamed El Erian (medium):

            Update on valuation (medium):

            The latest from Lance Roberts (medium):

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