Tuesday, August 22, 2017

The Morning Call--It was all about the eclipse

The Morning Call

8/22/17

The Market
         
    Technical

The indices (DJIA 21703, S&P 2428) managed a feeble rally yesterday.  Volume was down; breadth was improved.  The S&P finished below the lower boundary of its short term uptrend for a second day; if it remains there through the end of trading today, it will reset to a trading range.  However, it did touch its 100 day moving average intraday but bounced back above it. 

The VIX (13.2) fell another 7 ¾ %, holding on to its status as a crowded trade.  It traded back below the upper boundary of its short term downtrend, negating Thursday’s break.   Nevertheless, it finished above its 100 and 200 day moving averages [both support].  I leave open the questions as to whether the VIX made or is making some kind of bottom extending back to late July and if I was premature resetting the intermediate term from trading range to downtrend. 

The long Treasury rose, ending above its 100 and 200 day moving averages (both support), the lower boundaries of its short term trading range and its long term uptrend and has now made a third short term higher high.  That is a lot of support. 
           
The dollar declined, closing in a short term downtrend, below its 100 and 200 day moving averages and is again approaching the lower boundary of its short term trading range. 
           
 GLD moved up, finishing above the lower boundary of its very short term uptrend, its 100 and 200 day moving averages (both support) and is again a short hair away from the upper boundary of its short term trading range.

Bottom line: the indices basically marched in place yesterday.  The S&P remained below the lower boundary of its short term uptrend, but just barely.  So I see no information in its trading yesterday.  Plus, I remind you that the Dow is a long way from a similar break.  So at the moment, the assumption has to be that the Averages are just experiencing a hiccup.

    Fundamental

       Headlines
           
            One US datapoint was released yesterday and it did not make good reading: the July Chicago national activity index was a real bummer.  No stats from overseas.

            Most of the Market’s focus dwelled on the eclipse; so there is little to comment on.  However, there are a number of potentially newsworthy events this week: the speech by the Donald last night on Afghanistan, NAFTA negotiations and the Jackson Hole meeting in which both Draghi and Yellen will speak.

            ***overnight, August German investor confidence fell for the third straight month; the US and South Korea began negotiations of revising their free trade agreement.

            Bottom line: the economy is struggling to keep its head above water while equity prices are at or near historical high valuations. Sooner or later, I think that divergence will get resolved; and even if the economy improves, I don’t believe that it would be enough to justify current stock values.

            Our inner investing world doesn’t reflect reality (medium):

            My thought for the day: in the investment process, volatility is associated with risk; much attention is given to it and ways to mitigate it.  One of my problems with this approach is the way that it is measured; that is, it is always assumed to be a constant irrespective of the level of prices.  In other words, the volatility measure (level of risk) assigned to a stock is the same whether its price is near historical highs or its historical lows.  I think that is nonsense.  In fact, one of the underlying precepts of my Buy/Sell Discipline is grounded on taking advantage of volatility, i.e. only buying a stock when it is near its historical low valuation and selling half when it is near its historical high valuation.  In short, I believe volatility is a great measure of opportunity not risk.

       Investing for Survival
   
            Rent versus own in retirement.


     
    News on Stocks in Our Portfolios
 
            Genuine Parts (NYSE:GPC) declares $0.675/share quarterly dividend, in line with previous.

            T. Rowe Price (NASDAQ:TROW) declares $0.57/share quarterly dividend, in line with previous.

            Medtronic (NYSE:MDT): Q1 EPS of $1.12 beats by $0.04.
Revenue of $7.39B (+3.1% Y/Y) misses by $60M.

Economics

   This Week’s Data

   Other

            The illusion of declining debt to income ratios (medium):

Politics

  Domestic

Ray Dalio on the current political divide (medium):

For example (medium):

  International War Against Radical Islam


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