Thursday, September 28, 2017

The Morning Call--But will it pass?

The Morning Call

9/28/17

The Market
         
    Technical

The indices (DJIA 22340, S&P 2507) had a good day.  Volume was up; breadth strengthened.  Both remain above their 100 and 200 day moving averages and are in uptrends across all time frames. 

The VIX (9.9) fell 3 ½ %.  It ended below the upper boundary of its short term downtrend, below its 100 and 200 day moving averages and below the lower boundary of its long term trading range.  The question remains, did the VIX bottom in July?

The long Treasury declined 1 ½ % on volume, but still finished above its 100 day moving average (both support) and the lower boundaries of its short term trading range and its long term uptrend.  But it ended below its 200 day moving average (now support); if it remains there through the close next Monday, it will revert to resistance

The dollar was up strong, but remained in its short term downtrend and below its 100 and 200 day moving averages.  However, it finished below the lower boundary of its very short term downtrend and has broken the series of lower highs.
           
GLD was down another 1%, but ended above its 100 and 200 day moving averages (both support) and the lower boundary of a short term uptrend.  However, it has now made a second lower high.

 Bottom line: long term, the indices remain strong viz a viz their moving averages and uptrends across all timeframes. Short term, they are above the resistance level marked by their August highs, meaning that there is no resistance between current price levels and the upper boundaries of the Averages long term uptrends.

On the other hand, all those gap openings from two Monday’s ago still need to be closed. 

Finally, all the indices reacted to the prospects of the passage of tax reform and the assumed result of a stronger economy.

I remain uncomfortable with the overall technical picture.

    Fundamental

       Headlines

            Yesterday’s economic stats were tilted negative: weekly mortgage and purchase applications were down, August pending home sales were down and August durable goods orders rose, but ex transportation they declined.

            The big new item of the day was the release of the new Trump/GOP tax reform plan.  Given the extent of the coverage plus the information in the links below, I am not going to go into the details.  From an analysis point of view, (1) it will make the tax code simpler and, in my opinion, fairer, (2) as yet, we have no idea of the odds of passage and (3) nothing was said about its costs nor has it been scored by the CBO, though most analysts are predicting a $1.5 to $5 trillion short fall over the next ten years.  Here is both a summary as well as the entire document released yesterday morning.

            Here is Goldman’s analysis (medium):

            This is a must read analysis from Lance Roberts (medium):

Bottom line: Tuesday we got confirmation that Janet wants to shift monetary policy from accommodation to unwinding QE.  That means we will now get a test of my thesis that ending QE will have little effect on the economy but a significant impact on the market.  Yesterday, we got the blueprint for tax reform, the second fiscal pillar of the Trump/GOP platform---supposedly one that will be much easier to pass. Assuming it passes and that it is not revenue neutral, we will get a test of whether an already over indebted economy can grow following a stimulative tax break that further increases that economy’s debt. 

You know my opinion on both issues.  Whatever occurs, we are entering interesting times with respect to economic theory.

            My thought for the day: this seems obvious, but don’t start planning for a bear market after it occurs.  If you prepare yourself psychologically for any investment environment ahead of time, it decreases the chances of blowing up your portfolio by making unforced errors at the wrong time.

       Investing for Survival
   
            The big lie of market indicies.

    News on Stocks in Our Portfolios
 
Accenture (NYSE:ACN): Q4 EPS of $1.48 beats by $0.01.
Revenue of $9.15B (+7.8% Y/Y) beats by $120M.


Economics

   This Week’s Data

            August pending home sales fell 2.6% versus expectations of a down 0.2%.

                Revised second quarter GDP was reported up 3.1%, in line.

                While revised second quarter corporate profits rose 7.4% versus the prior reading of up 8.1%.

                The August trade deficit was $62.9 billion versus estimates of $65.7 billion.

            Weekly jobless claims rose 12,000 versus forecasts of 16,000.

   Other

Politics

  Domestic

More problems for public pension funds (medium):

Still more problems (medium):

  International War Against Radical Islam


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