Wednesday, October 8, 2014

The Morning Call---More evidence of a global slowdown

The Morning Call

10/8/14

The Market
           
    Technical

            Well, we got some follow through yesterday.  The indices (DJIA 16719, S&P 1935) got pounded.  The Dow finished within its short (16332-17158) and intermediate (15132-17158) term trading ranges and a long term uptrend (5148-18484).  It finished well below the upper boundary of a very short term downtrend and its 50 day moving average.

The S&P finished within a short term trading range (1904-2019.  It also closed below the lower boundary of its intermediate term uptrend (1939-2730).  This starts the clock on our time and distance discipline; if it remains below 1939 through the close on Friday, the intermediate term trend will re-set to a trading range.  The S&P remained within a very short term downtrend, a long term uptrend (771-2020) and below its 50 day moving average.

            Volume rose; breadth was weak.  The VIX jumped, finishing within its very short term uptrend and above its 50 day moving average.  It closed above the upper boundary of its short term downtrend.  That starts the clock on our time and distance discipline.  If the VIX trades above the downtrend line through the close on Thursday, then the short term trend will re-set to a trading range.  It remained within its intermediate term downtrend.

            The long Treasury advanced nicely (another sign that the economy is weakening), closing above the upper boundary of its short term trading range.  Our time and distance discipline now kicks in.  If it trades above this level through the close on Thursday, the short term trend will re-set to up.  It is also within its very short term uptrend, above its 50 day moving average and within its intermediate term trading range.

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

Bottom line: the S&P had the follow through that confirmed the re-set of its short term trend from up to flat.  Further, its intermediate term uptrend as well as trend lines in bonds and the VIX were penetrated.  While our time and distance discipline must confirm these breaks, clearly multiple trend violations are not a promising sign.  It could be that yesterday represented some sort of emotional climax---that is one of the reasons I developed our time and distance discipline.  If so, we will know the odds of that alternative quickly.
Our strategy remains:  ‘it is not too late to Sell stocks that are near or at their Sell Half Range or whose underlying company’s fundamentals have deteriorated.’ 

    Fundamental
    
       Headlines

            We received a couple of secondary economic datapoints yesterday: weekly retail sales were up; but as a counterpoint consumer credit dropped dramatically.

            There was also several disappointing earnings releases. While earnings season hasn’t officially started yet, much concern was expressed by the pundits that those reports could be a sign of things to come.  That didn’t help investor sentiment.

            The other news was from overseas:

(1)   German industrial production fell 4%, the biggest decline since 2009.  That was concerning enough; but it was followed by comments from Deutschebank and Bundesbank which were highly critical of Draghi’s monetary policy plans,

Deutschebank’s outlook for the EU (medium):

                 Meanwhile, the Bundesbank blasts Draghi (medium):

(2)   the Bank of Japan reiterated its QEInfinity policy while simultaneously [and amazingly I might add] lowering its expectations for economic growth.   Such policy blindness by men who should know better is stunning.  How does this not end badly?

(3)   worried mounted on the Chinese economy:

            The IMF lowers global growth outlook and most markets reflect that (short):

Bottom line: my number one risk to our forecast got lots of support yesterday as the German economy (Europe’s strongest) reported some very disappointing production numbers, the Japanese admitted that QEInfinity isn’t working and some pre-earnings season reports raised the fear that the economic slowdown in the rest of the world is starting to show up in US corporate profits.   I am still holding out for more data before changing our outlook; but the question is, are the Markets now out ahead of me?

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.
            

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