Thursday, December 4, 2014

The Morning Call---The upper boundary of the S&P long term uptrend is now being tested

The Market
           
    Technical

The indices (DJIA 17912, S&P 2074) continued their advance, following their usual pattern of late---down in early trading then up for the day.  The Dow remained in uptrends across all timeframes: short term (16157-18903), intermediate term (16124-20189) and long term (5159-18521).  The S&P did the same for its short (1861-2225) and intermediate (1704-2420) term uptrends.  However, it closed above the upper boundary of its long term uptrend (783-2070) for a second time.  As usual, our time and distance discipline kicks in; if the S&P remains above the ascending upper boundary of its long term uptrend through the close next Wednesday, the boundary will be subject to change if the Dow also breaks above its comparable boundary.  Both finished above their 50 day moving averages. 

Volume rose; breadth was mixed although the flow of funds indicator broke out to the upside (very positive for stocks).  The VIX declined for a second day, closing below the lower boundary of its short term uptrend and its 50 day moving average.  If it closes below that lower boundary today, the short term trend will re-set to a trading range (also a plus for equities).  It remained within an intermediate term downtrend.

The long Treasury recovered, finishing within its very short term trading range, a short term uptrend, an intermediate term trading range and above its 50 day moving average. 

GLD bounced, remaining above the lower boundary of its former long term trading range.  It also closed very near to the upper boundary of its short term downtrend; and it is back above its 50 day moving average.

‘So the battle continues over the validity of the lower boundary of its former long term trading range.  As I have noted, how this tension gets resolved may determine where the bottom is in the current downtrend and will likely indicate near term price direction.  Meanwhile, it finished within short, intermediate and long term downtrends.’

Bottom line: the momentum continues to the upside, driven, I am assuming, by the seasonal optimism.  I think that the upward move by the flow of funds indicator reflects that momentum.  Those boundaries (and whether or not they are successfully challenged) which I have been discussing are all still relevant.  At the moment it appears that the challenges will be resolve to the upside; but our time and distance discipline must work itself out before we know for sure.

Previously, I said that I thought that the upper boundary of the S&P’s long term uptrend would be a formidable barrier to successfully challenge.  That thesis is being put to the test.

A technician looks at oil (short):

    Fundamental

       Headlines

            Yesterday’s US economic data was slightly weighed to the upside: weekly mortgage applications were down, but purchase applications were up, the November ADP private payroll number was up but less than expected, third quarter nonfarm productivity was up but less than estimates while unit labor costs fell and November ISM nonmanufacturing index was better than forecast. 

            On other economic related news,

(1) US November filings for oil and gas permits fell 40%---that can’t be good for cap spending

And what the Saudis think (short):

(2) the Fed released its latest version of its Beige Book which painted an improving economy with positive movement in consumer spending, employment, manufacturing and housing.

            All in all, the stats basically supported our slow, erratic growth forecast.

            Overseas, the EU November flash service PMI fell 0.3% while the composite index decline 0.9%.  The good news is that this discouraging trend is not impacting the US economy; the bad news is that the fat lady hasn’t sung yet.

            ***overnight, the ECB left interest rates unchanged.

Bottom line: the US economy continues its halting advance, the rest of the world continues to falter and oil is bouncing around like a Harlem Globetrotters routine.  The consensus is that the lower energy are a big positive.  But consensus always makes me nervous (think interest rates were going higher in 2014) and this is a global phenomenum with geopolitical implications.  I can’t believe that there aren’t some major unknown unknowns yet to be discovered (hat tip Rumsfeld).

Meanwhile, stocks are discounting the second coming of Jesus.

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.
    
            More to think about:

            Changes going on in bank reserves (short):

            Reasons to be cautious (medium):

            Dividends versus free cash flow (short):

       Investing for Survival

            Torturing historical data (medium):


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