Wednesday, May 20, 2026

The Morning Call---Those who fail to remember history are doomed to repeat it

 

The Morning Call

 

5/20/26

 

The Market

         

    Technical

 

            Tuesday in the charts.

            https://www.zerohedge.com/markets/bullion-bitcoin-battered-bond-bloodbath-triggers-momo-meltdown-slams-semis

 

Summary: he acceleration of UST yields (to 19 year highs) briefly broke the spell of AI Capex today (there's still a lot of questions about supply) sending stocks lower (AI/Semis/Momo worst), but 0-DTE traders stepped in to put some lipstick on the pig of a day after Europe closed (but stocks ended lower). Oil was up from last night's lows (but below yesterday's highs). Bitcoin bounced back from early ugliness as the dollar raced back above its 200DMA (six week highs) dragging gold lower. Gotta keep the dream alive for one more day into NVDA earnings (or SpaceX IPO)... .but it's getting harder to ignore the red in bond-land...

 

            Tuesday in the technical stats.

            https://www.barchart.com/stocks/momentum

            https://www.barchart.com/stocks/market-performance

            https://www.barchart.com/stocks/sectors/rankings

            https://www.barchart.com/stocks/signals/new-recommendations

 

            Upside panic; nobody wants protection.

            https://www.zerohedge.com/the-market-ear/upside-panic-nobody-wants-protection

 

Summary: Volatility looks dead if you only stare at the VIX. Underneath the surface, however, the market has quietly become one of the most aggressively upside-chased and concentrated setups in years, with investors relentlessly piling into MegaCap AI upside calls while downside hedging keeps collapsing. The setup is starting to resemble late-90s Nasdaq behavior, where FOMO kept overpowering rising yields and macro concerns. Nomura warns the market has also become increasingly fragile beneath the surface, as leveraged ETF buying and aggressive call chasing create a highly asymmetric downside setup if SPX suddenly breaks lower. The market looks calm for now, but once SPX finally breaks lower, the same upside-chasing flows could rapidly flip into forced selling and a violent vol event.

 

Wednesday morning setup: US equity futures are higher led by tech as the selloff in bonds eased and traders awaited earnings from Nvidia after the close. As of 7:30am ET, S&P futures are up 0.3% while Nasdaq futs rose 0.7% showing optimism heading into the release and overlooking weakness in tech during APAC trade. In premarket trading, NVDA is up 1.8% in premarket trading, as semis see a strong bid with Mag7 names almost all higher. Cyclicals ex-Energy are rallying led by Industrials with Defensives lagging and Staples down. European stocks have edged higher alongside a pullback in energy prices, which saw Brent briefly slip onto a $108/bbl handle. Today is all about NVDA but Fed Minutes this afternoon may provide color on the dissenters from the previous Fed Day. Bond yields in the US and Europe retreated from multiyear highs as traders pared back aggressive bets on interest-rate hikes this year. US yields are 1-3bp lower across the curve, the 10Y dropping to 4.64% from yesterday's high of 4.69%, as the USD sees a mild bid. Brent fell 1.8% toward $109 a barrel with the broader energy complex drops as JPM flags 6.6mm bbls of oil crossing the SoH over the last 24 hours; Precious Metals are also bid with Ags seeing weakness. Tomorrow’s macro releases include Flash PMIs and jobless data.

 

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

Weekly mortgage applications declined 2.3% while purchase applications were off 4.0%.

 

Month to date retail chain store sales were up 8.1% versus up 9.6% in the prior week.

 

April pending home sales rose 1.4% versus forecasts of up 1.0%.

                          https://www.advisorperspectives.com/dshort/updates/2026/05/19/pending-home-sales-up-third-straight-month-april-2026

 

                        International

 

                          April German PPI rose 1.2% versus projections of +1.0%.

 

April UK CPI was +0.7% versus estimates of +0.9%; core CPI was +0.7% versus +0.8%; the April retail price index was +0.7% versus +1.4%; April PPI output was +1.4% versus +1.0%.

 

                          April EU PPI was up 1.0%, in line.

 

                        Other

 

                          Auto loan balances and delinquencies.

  https://wolfstreet.com/2026/05/19/auto-loan-balances-debt-to-income-ratio-and-delinquencies-of-subprime-prime-auto-loans-in-q1-2026-how-bad-is-it/

 

 

                          ‘Misery index’ signals growing economic pressure.

                           https://www.capitalspectator.com/rising-misery-index-signals-mounting-economic-pressure/

 

            Overnight News

 

The Trump administration is planning to tell NATO allies this week that it will shrink the pool of military capabilities that the U.S. would have available ‌to assist the alliance's European nations in a major crisis, three sources familiar with the matter said.

 

Two giant Chinese tankers laden with around 4 million barrels of oil exited the strait on Wednesday, the latest signal that Iran is willing to ease its blockade for countries it considers friendly. Iran had announced last week, while Trump was in Beijing for a summit, that it had reached an agreement to ease rules for Chinese ships.

 

India is preparing to send vessels through the Strait of Hormuz to load energy cargoes from Middle East suppliers, the first time since the Iran conflict began.

           

            Iran

 

              Iran now has more incentive to resist US demands.

              https://www.zerohedge.com/geopolitical/iran-now-has-less-incentive-capitulate-us-demands-israeli-think-tank

 

            Fiscal Policy

 

              The deficit and debt without the OBBB.

              https://econbrowser.com/archives/2026/05/deficit-debt-w-o-the-obbba

 

            China

 

              China’s rare earth advantage is still growing.

              https://talkmarkets.com/article/trump-xi-summit-chinas-rare-earth-leverage-is-growing-1779189928

 

     Investing

 

            Sell signal triggered by latest BofA Managers Survey.

            https://www.zerohedge.com/markets/sell-signal-triggered-latest-bofa-fund-manager-survey-record-surge-equity-allocation-plunge

 

Summary: With stocks levitating in a straight, diagonal line from the post-war bottom in late March - a move driven entirely by an offside positioning and a historic squeeze in a handful of memory, chip and AI stocks on hopes that trillions in debt-funded capex will magically trickle down in perpetuity to feed an AI beast whose return on invested capital still remains a giant mystery - it will probably not be a surprise to anyone that Bank of America's latest Fund Manager Survey (available here for pro subs) reveals a record rise in equity allocation among Wall Street's investment professionals...  which has pushed total equity allocations to the highest since January 2022... According to Michael Hartnett, who published the monthly survey (which took place between the 8th and 14th of May and polled 200 panelists with $517BN in AUM), the BofA Bull & Bear Indicator is now right back to 7.8 (effectively triggering the bank's broadest “sell-signal” - recall the last time this was triggered was in December and marked the peak for the S&P until the most recent meltup).As Hartnett recaps the results of the survey: the bull capitulation is almost complete, and early June is now ripe for profit-taking, with bond yields set to determine the degree of pullback (as we noted earlier, with the 30Y hitting a fresh 17 year high, the degree is looking quite big).

 

            The bond market is becoming stocks’ biggest problem.

            https://www.zerohedge.com/the-market-ear/bond-market-becoming-stocks-biggest-problem-again

 

Summary: One of the market’s most important relationships has abruptly shifted. As Treasury yields surge toward post-crisis highs, equities are increasingly reacting like they did in prior inflationary eras: higher yields are no longer a sign of growth optimism — they are a problem.

 

            The bond market causing problems for investors.

            https://www.bloomberg.com/news/articles/2026-05-19/us-yields-flirting-with-2007-highs-entice-and-divide-investors?srnd=homepage-americas&sref=loFkkPMQ

 

Summary: A surge in longer-maturity US Treasury yields is testing the resolve of global bond investors torn between the possibility of locking in the rates near the highest levels in decades and the risk of an even greater selloff. Some strategists, including those at Barclays Plc and Citigroup Inc, are warning clients that Treasury 30-year yields may breach 5.5%, levels last seen in 2004. The head of BlackRock's research unit is recommending investors reduce their exposure to developed-market government bonds, including Treasuries, in favor of equities.

 

            Those who fail to remember the past are doomed to repeat it.

             https://alhambrapartners.com/weekly-market-pulse-chokepoints/?src=news

 

             A split screen environment for investors.

             https://www.morningstar.com/markets/markets-brief-echoes-1999-latest-ai-stock-rally

 

            Priced for perfection.

            https://mailchi.mp/verdadcap/priced-for-perfection?e=d672c968ec

 

            The correction risk.

            https://giftarticle.ft.com/giftarticle/actions/redeem/dad2546b-ed22-4a3f-95ca-97a4b131fc21

 

The Market waits for no one. While the author may have the current math correct, he fails to mention (1) those promising earnings are estimates---what is the likelihood they could be wrong, and (2) what one does when valuations are growing faster than earnings.

https://www.tker.co/p/stock-market-valuations-down-prices-up

 

            Berkshire trolls AI by buying Macy’s.

            https://www.zerohedge.com/markets/berkshire-trolls-ai-bubble-buying-macys

 

            The outlook for dividends in May.

            https://politicalcalculations.blogspot.com/2026/05/the-outlook-for-s-500-dividends-in-may.html

 

    News on Stocks in Our Portfolios

 

What I am reading today

 

            There is no growth without risk.

https://www.bloomberg.com/opinion/articles/2026-05-19/edmund-phelps-legacy-economic-growth-comes-with-uncertainty?srnd=homepage-americas&sref=loFkkPMQ

 

Summary: Edmund Phelps, who died at the age of 92, viewed growth as necessary but not sufficient for prosperity and flourishment, and as messy and complicated. Phelps believed that innovation can come from anyone, in any field, and that it requires embracing uncertainty, tolerating failure, and accepting some inequality. The US economy's success is attributed to its ecosystem, which includes bankruptcy laws and corporate business structures that allow entrepreneurs to take risks and try again after failure.

 

 

 

 

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