Pre-market update (updated 8am eastern):
- European markets are trading 0.3% lower.
- Asian markets traded traded in a wide, mixed range from -1.4% lower up to +1.2% higher.
- US futures are moderately lower..
Economic reports due out (all times are eastern): Retail Sales (8:30am), Business Inventories (10am)
Technical Outlook (SPX):
- SPX managed to close at all times highs yet again.
- But the pattern over the last three days, and considering this morning’s weakness, could be an indication of some consolidation in the near term.
- The Bollinger bands at the present are continuing to expand and lift this market’s ceiling for future rallies.
- SPX has been short-term overbought since 4/26.
- 30-minute charts shows an overextended market, and could allow for a 10-13 point pullback.
- Additional weakness today, would not be at all a bad thing for these markets. Few setups out there, and less and less stocks are participating in this market rally.
- As long as the SPX doesn’t break 1580, any pullback we experience should be just fine and keep the bullish sentiment in place.
- A push above the upper Bollinger band would likely result in a climatic top.
- We are up seven straight months, the last time we saw such a rally was when the market bottomed in 2009.
- I ultimately think that there is a strong possibility of the SPX finishing the month of May in the red.
- Continue trading to the long side while the bullishness continues. No need to try to call a top on this market when it shows no desire to do so. Don’t try to be a hero in your trading.
- 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 on Friday.
- Stopped out of LNKD at $173.50.
- Remain Long TXN at $36.02, RLGY at $48.49, JCI at $35.22, GRA at $79.03.
- Join me each day for all my real-time trades and alerts in the SharePlanner Splash Zone