Wednesday, August 23, 2017

The Morning Call---Promises, promises

The Morning Call

8/23/17

The Market
         
    Technical

The indices (DJIA 21899, S&P 2452) staged a major upward reversal yesterday.  Volume was down; but breadth was improved.  Importantly, the S&P finished back above the lower boundary of its short term uptrend, negating last Friday’s break.  It remained above its 100 and 200 day moving averages.  Assuming more follow through to the upside, the Market call is that the S&P experienced a hiccup and both of the indices are back on track to challenge the upper boundaries of their long term uptrends.

The VIX (11.4) fell another 14 %, ending below the upper boundary of its short term downtrend and its 100 day moving average (if it remains there through the close on Thursday, it will revert to resistance).  This roller coaster pin action leaves 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 was off, but ended 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 rose, but closed in a short term downtrend and below its 100 and 200 day moving averages.  However, it is now made a second higher low and second higher high---a potential sign that the trend could be changing.
           
 GLD declined, finishing above the lower boundary of its very short term uptrend and its 100 and 200 day moving averages (both support).

Bottom line: the general read on basis of the Market’s performance yesterday was that Trump sounded more presidential in his Monday night speech and along with an upbeat speech by Paul Ryan that increased the odds of tax reform.  Color me skeptical.  But price is truth and prices were higher for whatever reason.  The pin action in the other indicators that we follow support the ‘tax reform spurs economic growth’ scenario.
           
    Fundamental

       Headlines

            The economic data yesterday was upbeat: month to date retail chain store sales and the August Richmond Fed manufacturing index were better than anticipated.  Overseas, August German investor confidence fell for the third straight month.

            ***overnight, the August Markit EU manufacturing, services and composite PMI’s were all above expectations.

            On the trade front, the good news was that US and South Korea began negotiations of revising their free trade agreement.  The bad news was that the US slapped sanctions on Chinese and Russian companies doing business in North Korea (medium):

                        The Chinese response:

            The Russian response:

            Both of these situations have the potential for meaningful headlines.

            As I noted above, overnight, investors seemed to find their bullish legs as a result of a more reasonable sounding Trump (please, Donald keep reading your speeches and stop tweeting; the results will likely be amazing) plus an optimistic tax reform speech from Paul Ryan.  It makes sense to me that tax reform would be easier than healthcare reform.  But at this point, I think that the burden of proof is on the GOP to show that they can deliver.  To be sure, if a (near) revenue neutral tax reform bill favoring the middle class can be enacted, it would be a plus for long term economic growth---‘if’ being the operative word.

            ***spoiler alert, in another speech last night, Trump said that (1) the NAFTA negotiations would end in naught and, if so, he would terminate the agreement and (2) he would shut down the government if congress didn’t include funding of ‘the wall’ in its upcoming spending bill.

            Bottom line: the recent volatility unquestionably adds excitement to the daily Market action.  However, I am not convinced that anything fundamental has changed in the last two weeks.  True, there is the potential for both positive and negative outcomes that could take place as a result of recent events.  But I think the probability of any one of them occurring is highly uncertain.  Meaning that what we do know at this point is that little has changed.  In other words, the economy continues to struggle and stocks continue to be overvalued

            For the bulls (short):

            For the bears (short):

            My thought for the day: all investors are different; so there is no single ‘best’ investment strategy for everyone.  They have to adapt a strategy that fits their own psychology and talents.
           
        Subscriber Alert

            WW Grainger ($164) stock has fallen into its Buy Value Range.  This is a stock which had entered its Sell Half Range back in 2012 and the Dividend Growth Portfolio acted accordingly.  GWW is being placed on the Dividend Growth Buy List and the Dividend Growth Portfolio will buy sufficient shares to bring the position back to a full holding.  My reasoning on this action is the same as with Ralph Lauren and Gilead Sciences, i.e. these stocks have experienced their own bear market (GWW is down from $275) which warrants action on our part.

       Investing for Survival
   
            Eight truths you need face in managing your portfolio.
           
    News on Stocks in Our Portfolios
 
Economics

   This Week’s Data

            Month to date retail chain store sales were much stronger than in the prior week.

            The August Richmond Fed manufacturing index was reported at 14 versus expectations of 11.

                        Weekly mortgage applications fell 0.5% while purchase applications were down 2.0%.

   Other

            No matter what Yellen/Draghi say at Jackson Hole, they are just buying time (medium):

Politics

  Domestic

  International War Against Radical Islam


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