Pre-market update (updated 9am eastern):
- European markets are trading 0.7% higher.
- Asian markets traded 0.9%% higher.
- US futures are moderately higher ahead of the bell.
Economic reports due out (all times are eastern): Chicago Fed National Activity Index (8:30am), Existing Home Sales (10am)
Technical Outlook (SPX):
- A respectable bounce on Friday that brought us back above the 1551 level on the SPX, that represents the rising trend-line off of the November lows.
- For the first time since 12/28/12 we have hit short-term oversold conditions for the market. The previous time, this led to a short term bounce.
- The bounce occurred after testing the lower Bollinger Band.
- So far the bulls have managed to hold the 1538 on a closing price basis which is a critical support level for this market.
- SPX regained the 50-day moving average.
- With this mornings gap up, bears need to be very careful that they secure their profits and not allow the bounce to wipe them away.
- 1538 is the KEY level for me today. We break 1538 and there is no support until we get under 1500.
- VIX dropped down below 15.
- Markets don’t care about the economy. That is not what is driving them. The markets only care about what the Fed is doing to keep equities propped up.
- Both channels (July October 2012) and the price channel we are currently in are very similar in nature.
- We haven’t seen a market pullback in excess of 4% since October/November time-frame.
My Opinions & Trades:
- No new trades yesterday.
- Will be looking to add 1-2 new long positions today.
- Remain Long BWLD at $87.95, DISCK at $71.12, TRLA at $33.07, TSCO at $105.55, DISH at $38.10
- Join me each day for all my real-time trades and alerts in the SharePlanner Splash Zone