Friday, December 27, 2013

Friday, December 27, 2013 Zeb’s VUE


General Information and Analysis


Warren Buffet: “The best way to minimized risk is to think.”
US

Comment for 12/26/2013
Measure
Indicator
Ranking
Weekly RSI
WeeklyRSI
72.2
OverBought
Long Term MVA (200 day MVA)
200 MVA
9.59%
Bull
5 Day Slope of 55 day MVA
Slope55MA
0.75%
Bull
Intermediate Trend (Using ADX)
ADX(14)
20.22
Bull
Short Term Trend (Daily RSI 3)
RSI(3)
92.14
OverBought
Relative Volatility (ATR% vs StdDev over last 90 days
ATR(90)
.94%
Normal
VIX - MACD 10/30 (slope down)
MACD
-0.067
Neutral
 
 
 
 
The USA stockmarket is bullish with technical warning signals that the market is overbought. 
 
 
 


The table above is a rating for intermediate and long term trend in the S&P500.  I used the S&P 500 as the indicator for the USA stock market.  For day traders: You may find it useful to trade in the direction of the trend.  However, looking at any daily chart over lots of years, the trading direction for the day is pretty random. 

S&P PIVOT ES Mini - Friday - Useful on Monday 12/23/2014

High
1829.50
Low
1820.50
Close
1829.00
R2
1832.50
R1
1835.50
Pivot
1826.50
S1
1823.50
S2
1817.50


Read about Pivot points on Investopedia. 
 

 
Stocks –
Zeb’s View:  Basically, the stock market is rising, period.  There is almost no reason to be short the market except to hedge long positions against a sudden and unexpected drop.  On almost any technical indicator and market internals, the stock markets (Dow, S&P 500, Russell) are overbought.  The market can stay overbought for a long time, and a person can be wiped out trading against the trend. 
Stocks traded up overnight in Asia and Europe.  Holiday trading continues to be thin, but investors always expect that anyway.
In Asia, Japan flat at 16179. Hong Kong +0.3% to 23243. China +1.4% to 2101. India +0.6% to 21194.
In Europe, at midday, London +0.6%. Paris +1%. Frankfurt +0.8%.

Unemployment Benefits:

Benefits for over 1 million people runs out today. The funding for those benefits runs out tomorrow.  Since 2008 the USA government has provide up to 99 weeks of unemployment benefits.  Democrats will attempt to reinstate the provisions in 2014.  For those of us who have been laid off in life through no fault of their own, unemployment benefits are critical.  Of course, very long term benefits makes it a welfare program, but I feel people’s pain.  They would get a job if there was a job available that paid similarly to the job they were laid off.  Many have of course taking jobs at significant cuts from their previous levels; many in the service industry at way less than ½ their previous earnings.  This is a heart-wrenching problem. 

Investors (generally) seem to be convinced that QE will end in 2014, and the US economy will be able to continue a solid recovery.  However, a revision to last week’s unemployment numbers added 1,000 unemployed to the rolls.  Continuing claims is nearing 3,000K.  Both these numbers indicate just how fragile the labor market is.
 
China
The official Xinhua news agency reported China’s economic growth will be 7.6% (2013).  Dear Reader, this is impressive growth for an economy the size of China.  This seems to confirm that China will continue to be the global growth engine in the coming years. 
Keep an eye on the Baltic Dry Index as the index is a good indicator of China and global growth.
 
 
Japan
Nikkei continues to move up in a significant bull-market. 
Japan’s industrial output is up 5%.  CPI figures are manageable, and analysts pretty much concur that the CPI figures are encouraging.  Retail sales climbed 4% y/y.  Unemployment held steady at 4%. 
Inflation is increasing (but manageable), suggesting that Japan is overcoming deflation that has plagued them for decades.   The most critical statistic is cash wages.  They rose for the first time in five months; albeit only .5%.  We’ll take it folks.   GO JAPAN!!!
 
 
 

 




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