thursday update

SHORT TERM: market opens flat then rallies, DOW +156

Overnight the Asian markets lost 0.9%. European markets opened lower and lost 0.2%. US index futures were higher overnight, and at 8:30 weekly Jobless claims were reported higher again: 386K vs 377K, plus the CPI was reported lower: -0.3% vs +0.0%. The market opened one point higher than yesterday’s SPX 1315 close, dipped to 1314, and began to rally. With only 3 point pullbacks along the way the SPX hit yesterday’s high, 1327, by 1:00. A pullback followed to SPX 1321 by 3:00. Then on a central bank rumor the market spiked to SPX 1334 in 10 minutes. After the rumor could not be confirmed the market dipped to SPX 1323 by 3:30, and then header higher to end the day at 1329.

For the day the SPX/DOW were +1.15%, and the NDX/NAZ were +0.55%. Bonds lost 12 ticks, Crude rallied $1.60, Gold added $6.00, and the USD was lower. Support for the SPX remains at the 1313 and 1303 pivots, with resistance at the 1363 and 1372 pivots. Short term momentum vacillated around neutral today. Tomorrow, the NY FED at 8:30, Industrial production at 9:15, then Consumer sentiment at 10:00. It is also Options expiration.

The market opened relatively flat today, rallied to yesterday’s SPX 1327 high, pulled back, and then rallied to 1334. This is only two points off the week’s opening high print of SPX 1336. This market does appear to be making upside progress after tuesday’s SPX 1307 low. Should the market clear SPX 1336 soon, the corrective zigzag count would be eliminated in favor of the two remaining impulsive counts. If we count Minor waves 1 and 2 at SPX 1336 and 1307 respectively. We could also count Minute waves i and ii, of Minor 3, at SPX 1327 and 1311 respectively. Today’s high at SPX 1334 would be part of Minute wave iii.

Short term support is at SPX 1327/1329 and the 1313 pivot, with resistance at 1335/36 and 1342/47. Short term momentum is just above neutral. The short term OEW charts turned from neutral to positive today with the early rally. The swing point is now around SPX 1316. Best to your trading!

MEDIUM TERM: uptrend may be underway

LONG TERM: bull market

CHARTS: http://stockcharts.com/public/1269446/tenpp

About tony caldaro

Investor
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105 Responses to thursday update

  1. Lee X says:

    tony caldaro says:
    June 15, 2012 at 2:51 pm
    It’s the weekend!

    Now thats a great post ! Nice call Tony !

  2. Lee X says:

    Just an ALGO slow jam

    Oh this markets a peach isnt it ?
    I remember 3x option exp used to be an semi event the last 1/2 hour of the day.
    I also remember gas at .43 cents and getting a “gravy” for a quarter

  3. rc1269 says:

    this strong of a rally heading into such a binary weekend is making me somewhat bearish for early next week. in a way, i think the worse case for the mkt at this point is greece stays.

    what happens if greece exits? very high likelihood we get some very mkt friendly headlines/backstops out of global central banks. central bank goodies vs. greece badness? no contest.

    what happens if greece stays? nothing. no bailout headlines, no central bankers coming together, global leaders holding hands singing we are the world. we’re back to exactly where we were. except with every short having covered due to fear of the global bailout.

    sounds like a total pump fake setup to me, at least short term. will be no big deal, and folks will come back and notice we’ve rallied 70 s&p points in 10 days, we’re overbot short term, and we still have a few days until the Bernanke speaks…

  4. Second spike day in the making! Liftoff!

  5. Liftoff! Wonder why no fear of Greece? Is the election rigged already?

    • tommyboys says:

      We’ve been fearing Greece – all $330B GDP of it – for 3 years. Plenty of fear here.

      • tony caldaro says:

        That’s half of QE 2 … big money =)

      • From CNBC :Finding reasons not to like the current stock market doesn’t take much work, as the faltering U.S. economy, European debt crisis and looming fiscal cliff makes the job pretty easy. But devising a list to be bullish — after one dismisses the usual “stocks are cheap” and “best house in a bad neighborhood” platitudes — takes some work, especially if your natural inclination is that the market is heading lower……my thoughts exactly!

  6. M1 says:

    reloading my short positions at higher price…if it brakes below 1334

  7. tjhere says:

    Mrkt Indexes and T Bond may be starting to show initial signs of correlation. This can happen at any time on occasion but I have noted it is abnormally strong during periods of QE. Also taking an Opinion Survey: Will this New All American Pass Time prove to be “3 strikes and you are out” or “it takes 4 before you get a free walk”? Participants in the survey may be entered in a drawing to receive a free Apple Newton (circa 1993) or maybe not. Enjoy your weekend, the mrkts are only going to get stranger as the summer goes on.

  8. rc1269 says:

    breakout time? dow already looks in good shape

  9. If you have enough alternate counts, its like having 6 fantasy football teams… one will be a winner

    Im sticking with this ABC rally of 1267 as a B wave at best, or a wave 2 with 3 down still coming. 1344-1361 remains my best projection for C wave highs…

    Guess we will see… I trade stocks for profits, I dont trade futures or the markets… I forecast… or try…lol

  10. rc1269 says:

    hmm everybody talking about the “fake spike” yet nobody in futures sold the spike overnight.

    on another note, here’s a problem i have now with the QE trade… the Fed has never done it with stocks down less than 10% off the highs. we’re only 6.5% off the highs. i wonder if the fed sees things dire enough (in the US) at this point to take action yet. domestic mkts were in much worse shape the last two times. and our economic data was worse as well. this time most of the bad data is overseas.

    how bad does this mkt get if we dont’ get our QE this month…?

    on the fixed income and credit side of things, there’s not much buying going on. folks seem to think QE has a decent chance of happening, and honestly folks don’t really seem to care much anymore. stocks might get a pop, but companies can’t pay their bills with stocks. (well, most of the time… haha)

    • tony caldaro says:

      I remember the flash crash in 2010 was also called a fake ‘fat finger’ spike.QE is all about buying time, like LTRO.If the FED does not push the buttom now things will only worsen and they will need to push the button later.Their main thesis, for the past year, has been jobs, jobs, jobs.Also their PCE has stalled and is heading lower.

      • rc1269 says:

        Agree on the “if they don’t do it things will get worse” concept, no question. I just wonder if that’s enough. I’m looking at Core PCE and it just now barely started dipping down, but on a Y/Y change basis is still nearly close to the highs of the last 3 years. We’re at 1.9% y/y and 0.13% m/m; it was close to zero m/m and below 1.5% previously.

        Ben has also made comments this year about what he sees as structural jobs issues, which make it seem like he suggested liquidity can only cure so much of that.

        All that said, I’m still a full believer of Ben’s helicopter. Just not sure we’re bad enough this time, and don’t think the market is at all set up for that.

      • tony caldaro says:

        I just look at the PCE, not the core data. In 2008 the PCE was tanking. Ben offered $200bln in QE, spending continued to collapse. Then he appears at the CFR in Mar09, and magically announces a QE 1 expansion to $1.4 tln. Market ramps up and consumer spending follows. 2010 comes along. Spending peaks in the spring, dips, and starts to level off before its next drop. Rumors start about QE 2. Then at Jackson Hole, in August QE 2 is announced … but not the amount. Now look at the PCE. Peaked in late 2011, dropped, tried to recover and now is dropping again heading toward that 3% level. We’ll probably see 3% in the next few months. Time to act is now, not in the next feww months. http://research.stlouisfed.org/fred2/graph/?id=PCEModify by % of change from year ago.

      • vorfahrt says:

        The housing market is closely tied to many jobs. They have to support the nascent recovery at almost any cost. If they don’t push the button shortly, the negative sentiment will destroy the housing recovery and then it gets really nasty.

      • tony caldaro says:

        Operation Twist was all about housing.

    • pbnj123 says:

      Thanks rc – That is the one nagging question I have been asking myself – why would the fed do anything now???

      • rc1269 says:

        as Tony said – maybe knowing that the market will tank if they *don’t* do it will be enough for the Fed.

      • pbnj123 says:

        Sigh – I thought waves were natural not juiced

      • pbnj123 says:

        Tony – something else I have been thinking about. You call for a nice run up to 1499 to complete this up trend then we will see a 50% correction into 2013 – 2014 to be followed by a 50% correction before a new long term bull market is to begin that will last years. Does this mean then that we will need more fed money again to get this one going?
        Sorry if dates are not exact as you had listed but the idea and thoughts are still the same.
        Thank you

      • tony caldaro says:

        PB, Not exactly.An uptrend to 1499 would only complete Major 3 of Primary III.We would still have Major 4, and Major 5 to complete Primary III.Then Primary IV and V to complete the bull market … before the 50% (more of less) drop and bear market.

      • pbnj123 says:

        Sorry – that should read only 1 50% correction

  11. M1 says:

    Reloading my short positions if it brakes below 1322
    GL

  12. Kiraan Ray says:

    Turtle Trend Analysis: INDIAN NIFTY-I last traded price: 5096.4. Current Hourly Trend: Neutral, Trend Up Above: 5144.8, Trend Down Below: 5046.25. You may follow us on facebook at http://www.facebook.com/stockmaniacs . Visit http://stockmaniacs.net/blog/what-is-turtle-trading-system-download-free-amibroker-formula/

  13. 5wavemodel says:

    This market just keeps getting more interesting. My upside targets are 1343-1344, followed by 1354. That would complete wave 3 from the 1267 low. There is an area right at 1335 that could be troublesome. If the market can’t push above that, it may be putting in a top. At the moment I see that as a low probabllity. Support remains at 1316-1318, and then 1297.

    Thanks,
    Steve
    http://5wavemodel.blogspot.com/

  14. tommyboys says:

    Everyone bracing for the worst. NO ONE trusting any rally. Read many who call today’s move higher a “fake spike up” and “bull trap”. May or may not test the lower range we’re in but better buckle up. I bet we see a 10% up move without a break – a pause – and then a continued move higher. Bears and sold out bulls will not be allowed on the train…

    Prevailing sentiment…
    http://finance.yahoo.com/news/global-recession-warning-signs-everywhere-201200023.html

    • kvilia says:

      Great! I’m all in. Wait, doing opposite of everyone else does not mean you are right! So why exactly market has to go up and away? Perhaps there is a magic wand able of making all these ugly stories disappear. Never mind Europe, job growth problems, lending freeze, whatever else supposedly causing this economy stall. Let’s just close the eyes and push the buy button.
      Tony, you mentioned permabears before. Well, although you have alternative counts, it looks like you primary count attracts a lot of permabulls here :)

      • tommyboys says:

        I see the media has done its job here. No permabull here. Was expecting the greatest depression in history back in ’06 as sentiment was approaching euphoric ranges. Bailed on RE, stocks and took a small position in gold. Got out a bit early – that was then. All you have to do is look to history. Look to the Asian crisis in ’98 and what global growth did then. Even a closer example to today was the European recession in the early 90s . What happened to global growth then? On top of this Europe as a US trading partner is a considerably smaller piece of the pie today thanks to an as important emerging market(s). Look at trending sentiment measures, P/C ratios, Commercials positions in Euro/Dollar futures, Treasury rates and trend, insider buying, corporate cash stash and buybacks not to mention cash on the sidelines, look what history tells us about election years and specifically election years with a Democrat incumbent. Lastly and probably most importantly look at VALUATIONS/growth vs. historical averages . Ask yourself where is the crowded trade today… ? The human condition doesn’t change. No perma anything here – just the facts.

      • tony caldaro says:

        Kvilia, Swimming upstream, US rising while most of the world has been declining, is a difficult task.But just going with the probabilities of the waves and the money flow.

      • M1 says:

        Agree Tony. I am just following the waves…this means the money flows….and all this suggests my alt # 3 is unfolding

      • Err…. Tony… India seems to be perking up as well and shanghai is not doing too badly either despite the tidal wave of bad news that is just hitting the media everyday about both countries…….my point .. US mkts now have some pretty strong company on the upside….

      • tony caldaro says:

        That would fit with a continuation bull here, and bear market rallies there.

    • CB says:

      Tommyboys, yes ur right – a low-volume summer rally after all the selling we’ve had sounds good =) …Merill Lynch is still running their ad & as much as it costs them they woudn’t be doing it w/out any payoff or during horrible market conditions…the only thing we’re asking for is a little washout ahead of the Fed., and that crazy talk out of Greece, no matter who wins, seems like a good excuse to get just that…even if we have a gap-up on Monday, which will then be sold (like it happened after the 1st election – pls correct me if I am wrong, but that’s what I recall happened)…so just thinking that a little selling between now and the Fed would be healthy…

      • CB says:

        just checked – if the May7 post-election date is correct, then that Monday was rather un-eventful -opened and closed around the same level..we got more selling afterwards..

  15. kvilia says:

    Anyone aware UBS forecasting $50 a barrel and comparing this crisis with 2008? Euro problems could start this summer they anticipate. I’m staying long thinking Tony’s count is correct but boy it takes some cahones, and I don’t think this is for me. Can I hope for a rally to 1360-1370, so I can finally unload my XIV?

  16. scrapster2 says:

    Tough Spot – Bond Mkt not buying this BS right here, The Market broke a daily short set up today but the bigger weekly short is still alive and doesnt break until ES breaks 1354 Russell didnt break its daily short set up – so jury still out right here

  17. M1 says:

    Thanks Tony,
    I don’t know who dropped that rumor abt central banks, but I still think this was the correct count
    http://scharts.co/OLdQjg
    We shall see.
    GL

  18. Looks like a pump and dump game at this stage. The rumor didn’t even create much of a pop and was met with immediate selling. I guess they (the market makers) are running out of time to dump their stuff, so this rumor mongering has to do before we take the market into the final low next week?

    Just paranoid speculation? Maybe. I don’t know. Difficult to read this action, but the rumor didn’t even create a sizable spike once you zoom out.

    • CB says:

      well said TS, and makes a lot of sense…funny how “the rumor” basically stated the obvious ( Centr. Banks are ALWAYS on standby these days, aren’t they?…lol )…and “the market” had such a strong reaction to it ..my oh my – maybe, just maybe, someone needed a better short entry level….interesting times continue…

  19. So far still an A B C pattern, this is C wave finally getting going after breaking the 1308-1324 B wave running correction

    continue to look for 1344-1361 for C wave from 1267, then we will monitor from there.

    P.S. And Brent can confirm this, we went long VRNG yesterday at ATP and took some profits up 14% today in 24 hours. Patience and waiting for the set ups pays!

    Cheers all

  20. pooch77 says:

    Seems like they are front running elections this weekend.Would imply vote not goiing bad?backstopping a meltdown?

    • tony caldaro says:

      Question.How can anyone remain short overnight when the central banks have their fingers on the liquidity button?Think today’s 1% move in 10 minutes spooked a few bears.

      • As it was meant to. I am skeptical.

      • Brent Calis says:

        I wouldn’t be able to sleep if I was short. I wouldn’t be able to sleep if I was long. I’m sleeping great just waiting. Loving the analysis from all. Thanks to Tony and everybody here.

      • Analysis paralysis? I sleep fine with my positions. But I hedge through this volatile time.

      • makiori says:

        I suppose it depends on what time frame you are trading investing. If you have a short time horizon, then I would say that the most logical position is to be flat and have dry powder going forward. If you have long to medium term horizon then you probably have hedged some if not almost your exposure. ( volatility on 1w 2w eur/$ is extremely high because of this).
        If you like the long side, the best argument is the one mentioned in your question above, if you prefer the short side, your argument is that every further CB intervention has a shorter lasting effort than the previous one, and therefore you are not that scared.

        I am short term flat, medium term confused and long term ignorant!

  21. Lee X says:

    Thanks Tony !

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