Pre-market update (updated 9am eastern):
- European markets are trading -0.4% lower..
- Asian markets traded -0.8% lower.
- US futures are trading slightly lower ahead of the opening bell.
Economic reports due out (all times are eastern): MBA Purchase Applications (7am), Retail Sales (8:30am), Import and Export Prices (8:30am), Business Inventories (10am), EIA Petroleum Status Report (10:30am), Treasury Budget (2pm)
Technical Outlook (SPX):
- SPX finally experienced its first down-day in nearly two weeks, snapping a 7 straight days of consecutive higher prices.
- However, the slight pullback does little to change the inflated prices of stocks in general right now.
- Ideally, we are still in need of a more sustained pullback to 1500-1510 level simply for the reason, that it would once again bring stocks back to a place with more ideal setups and opportunities for trading.
- Volume on the selling front yesterday was slightly higher than what we’ve seen of late.
- Fear has completely escaped this market which puts investors, unknowingly in a very vulnerable position.
- Also the amount of margin being used to buy stocks are at levels that historically have led to notable reversals in the market.
- I’m looking for a pullback more than anything at this juncture and an opportunity for stocks to create more favorable setups to the long-side as a result.
- We are extremely overbought in the short-term.
- While we can still move higher from here, I believe there is far more risk over the next 2-3 days in doing so.
- Significant bearish divergence on the T2108 as the market is putting in recovery highs, the T2108 (% of stocks trading above their 40-day MA) is significantly lower.
- The weekly chart shows a strong breakout in place.
- VIX bounced back into the 12’s yesterday.
- 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 positions added yesterday.
- Remain Long SLV at $27.97; Short ALXN at $91.65
- Remaining patient at these elevated price levels – not going to force positiosn that aren’t there.
- Here is my real-time swing-trading portfolio and past-performance