Monday, July 21, 2014

Monday, July 21, 2014 - Planning for the Week ahead


Summary: 


·         Friday's results were anything but choppy as I suggested they would be.  A huge run up in price after the market opened in NY.  Volume was very high in context of July's daily volume.  There was much speculation (that I too got caught up in) about a major correction coming.  Naturally we would all like to know the direction of the market in advance - for the future is where money is made - not the past or the current moment.  Good luck with that!  The best thing we can do is to plan what to look for and move tactically to address our objectives. 

·         Last week:

o   The stock market in July has shrugged off the Portuguese banking crises, NY times (and others) explaining the stock market valuation is too high, Dr. Yellen of the Feds bashing BioTechs and other small tech stocks, weak economic data, and so far geopolitical concerns. 

o   The price is moving up after a triple digit sell off after the downing of the Malaysian Commercial Aircraft.

o    Good News - Container counts are up, Earnings are positive so far, Yellen's testimony was market friendly overall, Health Care costs are improving and taking a lower share of the GDP than expected, (some very bad news, however, CBO (Congressional Budget Office) is forecasting a fiscal crises unless something is done about Federal Spending on Health Care.  Surprise?

o   Bad News - Industrial Production is lower than expected, Housing data  including housing starts and building permits missed expectations (badly?).  Consumer Sentiment fell.  Geopolitical concerns causing death and untold human suffering through injuries, starving and disease seems intractable and growing. 

·         This week:

o   Geopolitical concerns over Isreal and Hamas are putting selling pressure on prices this morning.  The Ukrainian Rebels will not allow experts to go on site, and they are resisting any effort to remove more bodies.  Russia faces tougher sanctions, and investors (and politicos) worry about what Russia's response will be.  Oil's price seems pretty steady considering the issues with Russia.  Worry about any financial problems coming from Portugal or Spain affecting the Eurozone seems to have receded to the background. 

o   Today there is little economic news.  The focus will be on "rumors" out of the middle east, Russia and the Ukraine.

o   For what it is worth for NY trading:  DAX Index fell below the 100 day MVA.  Next support seems to be around 9600.  Stoxx and FTSE are weak.  Italy's industrial orders were down by 2.1%. 

o   China is set to issue its first mortgage backed bond issue in six years.  China's real estate market has been very soft, and this is seen as a capitalistic attempt to shore up real-estate. 

o   Corporate Earnings are the key events for this week.  Just under 150 S&P 500 corporations will report this week including Apple, Microsoft, Verizon and Coke. 

·         Result?  Choppy - summer doldrums will ruin any major moves.  Remember the world is a very dangerous place now, and geo-political factors can move the USA equity markets down in a NY minute.  I expect Monday will focus on geopolitical concerns, with earnings taking center stage unless something unexpected happens in the middle east or the Ukraine. 

·         If you were frightened by the drop in price last week and its affect on your portfolio value, then consider that you need to review your stock portfolio.  You cannot react tactically and effectively if you are paralyzed with fear.  Take out insurance on your positions if you understand how.  Most importantly decided precisely for each investment where you will liquidate and go to cash; waiting for the next opportunity. 

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