I’m Watching The Dow Jones Transports Here

The Dow Transports are huge underperformers today, almost twice as weak as the rest of the market.   Note $90 remains an important level on the IYT.  I have a target of $88 on my short position.

THe Trade In Whole Foods (WFMI) Is Working Well So Far

As discussed several times the past few days, the unfilled gap (blue zone) still looms.  So far this trade is working well as we just retested the low levels from last week.  I am looking for this gap to close, which will be my profit target. 

Bank Of America (BAC) Acting Well Again

After consolidating some over the past week or so, BAC put in a solid hammer on Dec 15 and has been trying to work higher since.  BAC and others like JPM and GS are solidly higher today despite a broader tape that's much more unchanged.  For my part I've legged into some long dated calls to test the waters […]

Please note the downside gap in the VIX from yesterday.  To me this says investors don't feel the need for any sort of hedge any longer. I view it as dangerous and a bearish sign.  

Thursday, August 12 – Quick Hit

This morning we bounced off 1070 on the S&P Futures. I'm thinking this is 'just' a bounce and am targeting 1066. The VIX bounced again at support but needs to clear and hold the 28 level if it wants to continue upwards.

Defying Gravity

Today the most prevalent question in my mind is whether we’ve now already priced-in the following two scenarios: 1) a very republican outcome in the November Mid-terms and 2) The Fed’s much mentioned QE2 missiles. If these two things are priced in then I feel we are due for some selling pressure the next few […]

The SPY

Friday's reversal came late in the day on a summer afternoon and is therefore suspect to games being played by just a few players.  Nevertheless we must respect price action, which on the margin speaks for further upside.  I'm currently targeting 114 on the SPY  

JP Morgan And Cisco Continue Looking Good

As discussed the last two weeks JPMorgan continues to look good for further upside.   Today it put in further solid performance and I am taking 2/3 profits.  Further in the 'winner winner chicken dinner' camp is CSCO.  I opened an initial position in CSCO early last week and added some today.   My first […]

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