Wednesday, December 11, 2013

Stocks Selloff on Budget Deal Taper Talk...FB Jumps After Close on Addition to SP 500/100...TWTR, UNG New High...

Only one of nine sectors moved higher on Wednesday…XLP, XLU and XLK were the strongest sectors…while XLV was the weakest sector. 

Breadth weakeneddecliners led advancers4.09 to 1 on the NYSE and 3.27 to 1 on the NASDAQ.

Wednesday – weakened , decliners led
Tuesday – weakened, decliners led
Monday - mixed
Friday – strengthened, advancers led
Thursday – mixed, decliners led

SPY down 2.03 at 178.72 volume 133 million shares, above average volume
VIX up 1.51 at 15.42…
TNX up .47 at 28.44…
TLT down .80 at 103.10...
XLF down .29 at 21.11 volume 63.7 million shares, above average volume

AAPL down 4.19 at 561.36 volume 12.8 million shares
FB down .86 at 49.38…volume 62.3 million shares

Technical Commentary: 
IWM – 1.64%, QQQ – 1.29%, SPY – 1.12%, DIA – 0.88%.

FB +1.98, +4.01% in after-hours trading on news that it will be added to the SP500 & SP100 after the close Friday Dec. 20.

With quarterly expiration next Friday, tomorrow is the last day to follow the Dec contract.  This Friday switch from following the Dec Z3 contracts to the Mar H4.

Get this…the budget deal (supposedly a good thing) inspires worries that the Fed might taper its bond buying program.  So some traders sell and buyers run. 

Why is the Fed buying bonds each month?  The Fed has stated repeatedly they would not reduce asset purchases until the economy was in a sustainable recovery.  The markets on May 22 started the rumor the Fed would taper as early as June, then September and the Fed did not. 

Has the Fed proven that they will, notwithstanding what the market rumors were, not taper until they see sufficient economic strength by not reducing asset purchases to date? 

If the Fed did begin to reduce asset purchases would that not be a good sign of a stronger economy?

Is a stronger economy a good thing for businesses, revenues and earnings?

Is improving revenues and earnings a good thing for stock prices?

The reality is that on Wednesday markets did roll over as ES breaks 1,797 and 1,783 support…SPY below 179.73 support, close under its 30 DMA…IWM breaks 110.88, 110.37 levels and closes below Dec 4 low and 30 DMA.  As traders we need to trade what is happening and let the markets do what they are going to do.  The VIX did jump 1.51 points and closed at its highest level since Oct 15 confirming Wednesday’s selloff.

Friday’s bear flag setups with charts here: http://www.chartsignals.blogspot.com/2013/12/spy-dia-iwm-and-qqq-bull-flag-bounce.html  Each setup had a nice bear flag entry and move to the downside today.
  

Finish 2013 strong by following your rules and begin to look for positive changes to make in 2014.

Albert Einstein: “Insanity: doing the same thing over and over again expecting different results.”

Remember it is big money that creates and sustains the trend.  As Granville wrote, “technical analysis is the art of tracking the market, following the footsteps of the ‘smart money’ crowd.  The ‘smart money crowd’ is no mysterious ‘THEY.’  It is simply a collection of people who are reading the market correctly, seeing through the maze, unconfused by this hall of mirrors.”

Short-term up trend chart targets:
Chart Targets:
SPY = 182.06, 183.02Monday’s high 181.67 within 39 cents of horizontal resistance
QQQ = 86.69, 85.77…exceeded on Friday
IWM = 113.10, 114.39

Short-term SPY posture is pull back to support.
Support Levels
ES = 1,797, 1,783, 1,774
SPY = 179.93, 177.98
QQQ = 84.78, 84.11
IWM = 110.88, 110.37, 108.85


Q3 Earnings Reactions
Positive Reactions – AVGO, MFRM, SPLK, MRVL, GMCR, JCP, LZB, JKS, BRCD, TSN, YOKU, SINA, NTAP, SLXP, PCLN, NVDA, GRPN, AWAY, PRU, TPX, TSO, CTSH, FSLR, TRMB, MDVN, NATI, SPR, ONNN, EXPE, CRR, HAR, GTI, ATML, THOR, TRN, FLT, MCHP, ITT, DICSA, ANR, SWKS, FB, CMCSA, GILD, DWA, LVLT, EA, SEE, SPW, TFX, JCI, X, XRAY, XYL, JLL, PBI, ALR, HUN, ACT, DECK, AMZN, MSFT, FLS, AVY, ALXN, WOOF, COG, BA, CLGX, ESI, EQIX, WLL, TSCO, RRD, PHM, RCL, ALXN, APOL, BCR, NDAQ, NSC, WHR, ILMN, NUS, GNTX, LXK, DD, VFC, CMG, GOOG, BHI, GE, KSU, MS, SLB, STI, LVS, VZ, SNDK, NUE, BTU, AXP, KEY, STLD, URI, USB, INTC, JNJ, SCHW, COST, AA

Negative Reactions – ROST, GME, BBY, CPB, JEC, TSL, CRM, CSCO, RAX, MNST, QCOM, SCTY, IPGP, AIG, BRKR, HME, NEM, XLS, Z, NIHD, AVP, WTW, ROVI, GRMN, JDSU, OSK, CNW, ITRI, CTRX, KRFT, GRMN, MYL, DLR, XCO, WU, LNKD, IACI, MSM, INGR, HTS, VRTX, AAPL, PMCS, MWV, SOHU, AGNC, AGCO, PCL, GT, CMI, VSH, ALSN, ROP, EW, MRK,  RYN, RMD, NCR, KBR, FSL, ESRX, EMN, FIO, SIRI, CAM, TKR, SYMC, CVA, CDNS, AKAM, XRX, CRI, ORLY, CAT, NFLX, COH, ZION, WAT, EMC, UTX, TXN, HON, ISRG, GS, UNP, UNH, EBAY, IBM, XLNX, SCSS, SWK, MU, FAST


The Market Forecast Green Line closed below 80.   

____________________

Setups 
H Breakout: V, A, BX, DDD, GRPN, 
Diagonal Breakout: BBRY, SCTY STI, 
Bull Flag: QQQ, CELG, CTSH, GRMN, MAT, MU, STX, TXN, AXP, GOGO, JNPR, MFRM, SFUN, SOHU, SPLK, SWI, TIF,
Potential Bullish Divergence:  
Gap Up:
Gap Down:
Bear Flag: JCP, 
At Support: SPY, SYMC, XLNX, ATI, CMG, CRM, F, FAS, IBM, P, RAX, SCSS, SPWR, TSL, UAL, ZION,  
C- Pattern:

Moves
New Highs: TWTR, UNG, 
Gap Up:  
Gap Down: CSCO,
H Breakout:  
Diagonal Breakout:    
Breakout Test:  
Bounce:  TBT, V, 
MACD Divergence Bounce:  
Bear Flag: ATI, NUE, BTU, WLT, SWK, Z, 
Support Break: GILD, SIRI, BAC, C, CLF, DNKN, NKE, TRIP, YNDX, 

______________________


8 out of 100 NDX stocks closed higher and one was unchanged on Wednesday.


Leading NDX 100 stocks included: NUAN, XRAY, WFM, CRMC, DLTR, SIAL, NFLX, MDLZ, AMAT

Lagging NDX stocks included: GOLD, BIDU, ISRG, NTAP, GILD, SIRI, ALXN, MYL, VRTX, MU

Leading stocks > +2% on Tuesday included: AAL, V, UNG

Lagging stocks < -2.0% included: P, YNDX, YOKU, TSL, WLT, SPWR, ANR, KKD, SCTY, CRM, SOHU, CLF, FSLR, SCSS, DDD, NTES, SFUN, YELP, FAS, ATI, QIHU, PWRD, GOGO, Z, SINA, NKE, X, JCP, UAL, ZION, ESI, TRIP, CNX, TPX, LNKD, CIEN, CREE, SPLK, MCP, SSYS, ANGI


Stocks to Watch on Thursday
Holding Above 30 DMA= 49
CTSH, VOD, MSFT, AAPL, FISV, INTU, WDC, GOOG, ADP, AMZN, MAT, CA, LLTC, TXN, MU, EXPE, NFLX, ADSK, ESRX, ALXN, MDLZ, PCLN, MNST, YHOO, QCOM, SIAL, CELG, BIIB, CMCSA, GMCR, LBTYA, GMCR, STX, BIDU, BRCM, FB, WYNN, AVGO, EQIX, GRMN, INTC, FFIV, KRFT, PAYX, SPLS, XRAY, TSLA, CHTR, ORLY

Moving Above 30 DMA = 0


Moving Below 30 DMA = 17
ATVI, BBBY, CHKP, CTXS, EBAY, FAST, GILD, HSIC, MCHP, MYL, NTAP, NVDA, PCAR, SNDK, VIAB, VRSK, VRTX

Staying Below 30 DMA
ADI, CERN, LINTA, SRCL, ADBE, AKAM, COST, KLAC, SBUX, LMCA, SHLD, SIRI, DISCA, REGN, FOSL, ISRG, NUAN, ROST, SYMC, AMGN, DLTR, GOLD, SBAC, CHRW, FOXA, CSCO, AMAT, VIP, WFM, CTRX,EXPD, MXIM, ALTR, XLNX


Sixteen Week Intermediate Term Market Trend: Up
3-Day Short Term Market Trend: Down

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