We started providing this content with our weekly watch list around mid November 2010, but committed them to this website starting 2011/01/02, there is no history at this time.

The most recent information is at the top and progresses into the past as you scroll down.

2012/05/13

Comments

Last weekend we visited the Iron Ducks where we discussed using the TOS Risk Analysis tab for Beta-Weighted Portfolio Risk Analysis.  While there was not really time to go into all the features of the tab, it is our hope the seeds were planted to show how helpful it can be, and now much this sort of planning can help manage not only individual trades, but a whole portfolio.

We also looked ever so briefly at the volume profile for the S&P 500 e-mini futures.  Last month we mostly rested at or above the point of control on the 6-month chart...  After the little run to a slightly lower high we had broken the point of control and were not able to get back above it...  As the last few days have demonstrated.  We found support around 1310, 1250, and 1220 on the 6-Month chart...  Using a years worth of trading volume, though, the result may be a little more clouded...  Around 1315 there may be support, then 1280 or so, then 1200...  The 9-Month chart is a bit more clear than this, and pretty much the same as the 6 month chart.

My sense is that the small volume spike around 1310 will not support the market if it is determined to decline - and only will if it really does not want to drop much farther than it already has.

Strongest to Weakest Recent Acceleration

Major Market ETFs
MDY IJR IWM ONEQ QQQ VTI IWB IWV SPY OEF DIA

Sectors and Industry Groups
XBI IBB XLU XSD XLV XHB XPH XLP SMH $MID $RUT $SML XRT $NDX $SPX XLK $OEX XLI XLY IYW $DJI XES XLF XME XLB XLE XOP

ETF 3-Month Chart Analysis

Still slightly bullish trend
XHB XLP XLV XPH IBB XBI

Basically flat for 3 months
DIA QQQ ONEQ OEF SPY MDY IJR IWB IVV IWM VTI XLU

Lower Lows at 3 month support
XLF XRT XLY

Broken 3 Month Support
SMH XLK XLB XLI XSD IYW XLE XOP XES XME

2012/05/06

Comments

We are back at the same support from a couple weeks ago.  Not many of the ETFs we watch have really broken support, and some have made new highs, but by far most are simply in the same range they have been in for months.

In recent market action we look at the Friday close and expect a bounce for a couple days.  So continued down action, or even a quick rollover after a short bounce, would put us on a path for the next levels of support.

But even a bullish bounce would only put us on a path for the recent highs in the broad market.

One way or another, we need to break out of this narrow range before directional strategies will pay off in trades longer than just a couple days.

Strongest to Weakest Recent Acceleration

Major Market ETFs
DIA OEF SPY IWB VTI IWV IJR MDY ONEQ IWM QQQ

Sectors and Industry Groups
XLU XLP XHB $DJI XLV XRT XPH XLY XLI $OEX XLF $SPX XLK IYW $SML XSD XLB $RUT $MID $NDX SMH IBB XLE XBI XME XES XOP

ETF 3-Month Chart Analysis

Recent New Highs
XHB XLY XPH IBB

Sideways
XLF XRT XLP SMH XLK XLB XLI IYW XLU XLV XBI DIA QQQ ONEQ OEF SPY MDY IJR IWB IWV IWM VTI

Recent New Lows
XME XSD XLE XOP XE

2012/04/29

Comments

Essentially everything is showing signs of a support bounce.  While small caps have accelerated fastest, they are still furthest from resistance.  They could allow larger issues to reach new highs and still hold off themselves.

Without small caps, economic growth is emminently questionable.

Consumer Discretionary, Pharma, and Biotech have made nominal new highs, but mining and metals and materials are pretty weak, also calling a continued growth cycle into question.

Watching for bounces or breakouts is all we can do for evidence, for now.

Strongest to Weakest Recent Acceleration

Major Market ETFs
IWM IJR QQQ ONEQ MDY VTI IWV IWB OEF SPY DIA

Sectors and Industry Groups
XOP XHB XBI XPH IBB XES XRT $SML $RUT SMH XSD XLE $NDX IYW XLK XLY $MID XLF XME $SPX $OEX XLB XLI XLU $DJI XLV XLP

ETF 3-Month Chart Analysis

Did not take the time for this this week...

2012/04/22

Comments

I was too busy this week and did not get this done. Still, while things seemed rather dark, support is not broken.

2012/04/15

Comments

There are a few areas in the market which are in short term down trends now, but many at some kind of support.  It is now Spain which will dominate our financial stability.  Early Thursday Morning will be the big Spanish Bond auction which will likely be the most important news of the week.  There is the potential for a great deal of volatility until we know if the Spanish Flu will persist for a while.

Small caps are at old support, making a second test of the January breakout.  If small caps do not head up they will be a drag on everything and a source of increased volatility.

Caution is clearly due, no matter what strategies you use.

Strongest to Weakest Recent Acceleration

Major Market ETFs
DIA MDY IJR VTI ONEQ IWB IWM IWV SPY OEF QQQ

Sectors and Industry Groups
XME XLB XHB XLY XLI SMH XRT $MID XES $DJI XLE XLP XLU XOP XSD $SML $RUT $SPX $OEX XLK $NDX IYW XLV XLF XPH IBB XBI

ETF 3-Month Chart Analysis

Possible Bull Flag Bounce
XRT XLP XLY SMH XLK IYW DIA QQQ ONEQ

Testing Support at Breakout
XLF XHB XLP XLV XPH IBB XBI OEF SPY MDY IJR IWB IWV IWM VTI

Sideways, Extending Range Lower
XLU

Possible Resistance Bounce
XLB XLI XME XSD XLE XOP XES

2012/04/08

Comments

The areas of the market which are usually strong in growth periods are certainly showing more weakness now.  For the first time in a long time the strongest charts are in potential bull flags, the consistent brutality of a straight run to the moon is finally over - at least for a day or two.  Anyone watching the futures expected todays gap down, so there should be no factor of stun in this.  But I certainly would not call today a strong follow-through in any sense of the word.

Remember that it is news which makes technical analysis work.  Bull Flags happen generally because of news events which cause some people to sell, or buyers to stand back for a moment, before the buyers decide they have the value they want and step back in...  Then the shorts get squeezed and we get new highs.  This is what drives a trend.

One news event is not going to change a trend, so we need to see how the market reacts to the next few economic indicators.  The predictions of these indicators also move in cycles.  It usually seems that expectations are based on a straight-line extrapolation from the last few news releases.  So when nature does not continue the straight line, the markets seem to get all flustered.  This usually creates opportunity.

It is certain that we have approached resistance and bounced at least a little bit from it.  It is possible that the trend will even change a bit.  Last year the trend slowed in March, but was still tradeable until July, but it is a time to protect gains and evaluate new strategies if the market changes for us.

This may be a time when studies like On Balance Volume and Accumulation/Distribution are useful, as well as the Positive and Negative Value Index studies.  Studies which depend on volume can start to show subtle changes and provide some early warning for shifts in the thinking of big money.

Strongest to Weakest Recent Acceleration

Major Market ETFs
DIA QQQ IWB OEF SPY IWV VTI MDY ONEQ IJR IWM

Sectors and Industry Groups
XLU XPH XLY XLP XBI XLV IBB XLE $NDX XLI XLK XES $DJI $SPX $OEX IYW XRT XLB $MID XOP XHB $RUT SMH $SML XLF XME XSD

ETF 3-Month Chart Analysis

Possible Bull Flag
XLP XLY XLK IYW XLV XPH

Testing Breakout Support
DIA QQQ ONEQ OEF SPY IWB IWV VTI XLF XHB XRT IBB

Sideways around Support
MDY IJR IWM SMH XLB XLI XME XSD XLU XLE XOP XES XBI

2012/04/01

Comments

Note that there is no strong evidence of a change in the trend...  When there is more than one down day in a row the news sure wants to make it feel like the run is over, though.

With such a stellar quarter we can imagine there was a lot of window dressing going into the close - Money Managers who missed the moves buying at the end so their holdings look stellar.  This might result in a bit of 'hot potato' going into the next quarter.

We also can imagine that a lot of folks may be giving instructions to move more of their 401K investments into stocks.  This could continue the rally.

Someone I work with, I'll just call him TC here, moved a bit of his 401K from cash to stock mutual funds about a month ago.  I was debating if this, timed with a breakout of NDX and SPX was actually buying a breakout, or setting a top.  Last Year, you see, TC was expecting a correction, and when it bottomed he was going to move about 25% in...  Then July and August happened, and October tested the low, and there was a Thanskgiving bounce...  And TC is still waiting for REAL the correction...  OK, not really a technical trader there.

Come to think of it, though, our neighbor still isn't in.  So it can't be the top yet.

So considering all of these things, and the incredible rally on NDX, along with the small caps (RUT) seeming to be stalling out even after trying to break new highs, this could be an excuse for a retrace.

There is a lot of discretion in how you choose to place the Fibonacci 'ruler' on your chart.  I tend to like to go with the most touches with opens and closes rather than the extreme price.  This usually leads to more conservative targets...  So I look at SPX over the last year or so and I see we are right at the 127.2% retrace of the 2011 correction.  We have a conservative 1 year target of about 1570 - though I would wager on the round number 1600.

But if we are getting a real retracement, finally, a 38% retracement would be about 1340, and the nice round number 1300 is right in the ambush zone between 50% and 62%.  But this trend has been too strong during Q1 for a retracement.

I have added to our website a page on the theory of use for our trending indicators.  We are back testing them as a method for selection of securities, using ETFs, from late 2006 to the present.  We don't plan to use these for entry and exit, but to measure on a normalized scale which are trending, which are accelerating in a trend, and which are losing steam.

For example the India ETF INP has been on a real tear for most of Q1.  Certainly a profitable one if you got in on it.  But right now the long term indicator bias is just reaching 0 and the acceleration has dropped to 0; in theory this is showing that the longer term down trend is just at the cusp of changing.  At the same time the intermediate term indicator bias is returning to 0 and the acceleration has been down; in theory suggesting that the intermediate trend is weakening.  The short term is all around zero showing that it could go either way.  If we had been in this for the first part of the quarter, we would have collared it around the begging of March to preserve gains.  We would still be waiting for a sign to exit or hold, but our discovery of the Cotterill oscillator may be the tipping vote for now, as it is starting to drop off the longer term bias.  Last year SPX did that around March; while there was still good trading upward, it showed a subtle change in the trend to that point and suggested caution going into the summer.  For INP, now, we would be quite cautious, possibly buying longer term puts and selling shorter term calls - is that a collindar?

I think I have a combination of studies which produce a pleasing assessment of trend over different timeframes.  If there is time I will be adding the scripts to that page in the next couple weeks.

Strongest to Weakest in Previous Month

Both these lists are ranked based on their acceleration along a short term trend.  This is different from last week when I introduced the trending indicators without much planning.  Looking at the charts I found this a little more pleasing for this list as it reflects a little more of the sense of how things went for the previous week.

Major Market ETFs
DIA SPY IWB IWV VTI OEF MDY ONEQ IJR IWM QQQ

Sectors and Industry Groups
XLU XLV XME XLE XBI XLP $DJI XLI XES XPH IBB XLB $SPX SMH $OEX XLY $MID XSD $SML $RUT XLK IYW $NDX XLF XOP XRT XHB

ETF 3-Month Chart Analysis

Continuing New Highs
XLV XLP

Possible Bull Flag
QQQ ONEQ IJR DIA SPY IWM OEF IWB IWV VTI MDY XPH XLY XLK IYW XLF XRT

Ascending Channel
XHB XOP XSD SMH IBB XLI XBI

Flat Channel
XLU XME XLE XES XLB

2012/03/25

Comments

I have been forced to start using a new method for sorting the lists.  The intent is to use a combination of studies to rank them by the strength of their intermediate term trend.  I apologize for this because I was really not prepared to start using this yet - but the TOS platform is so unstable right now with memory leaks, I cannot use the methods I have been using for years...

Following the breakout of NDX and SPX a couple weeks ago we have observed an expected bull flag, but no real evidence of weakness.  We are still waiting to see /TF close above broken resistance, but RUT had done so on 3/18 and the flag last week seems only to have tested the support seen for most of the last couple months.

Strongest to Weakest in Previous Month

Both these lists are ranked based on their acceleration along an intermediate term trend.

Major Market ETFs
QQQ OEF ONEQ VTI IJR IWB SPY IWV IWM DIA MDY

Sectors and Industry Groups
XLF SMH $NDX IYW XHB XLK XLP $OEX XLY $SPX XSD XRT $RUT $SML XPH XLV IBB $DJI XBI XME $MID XLB XLU XLI XOP XLE XES

ETF 3-Month Chart Analysis

Continuing Up Trend
XLY XRT QQQ

Possible Bull Flag
XLF XHB XLP XLV XLI OEF ONEQ VTI IJR IWB SPY IWV DIA MDY

Stalled around Resistance
SMH IYW XLK XPH IBB XLB XOP

Sideways
XSD XBI XLU XLE XES IWM

Stalled around Support
XME

2012/03/18

Comments

From last week, XLF, XLI, and MDY have broken previous resistance; also, not much has backed off resistance.  The market remains strongly bullish with just a few holdouts at resistance.  SMH IBB MDY IJR IWM are still worth watching for breakout or bounce.  XLF XLB XLI each broke resistance, though XLB still has not broken to new highs.  The sideways issues are also worth watching if the market shows weakness.

SPX and NDX bounced from their minor flags and have broken to new highs, while RUT has risen to previous resistance and will now either break out or bounce down.  Of course, after a breakout it is reasonable to expect a flag to retest support at the broken resistance.  Midcaps have broken out, so I would expect small caps may as well, and confirm the continuation of a broad rally.

From DOW Theory we see that the composit index has broken out, while the transports remain right at previous resistance, like small caps.  Dow Theory sees a strong market when the transport and composit indices are both strong.

Strongest to Weakest in Previous Month

Major Market ETFs
+5% QQQ ONEQ OEF SPY IWB IWV VTI DIA MDY IWM IJR 0%

Sectors and Industry Groups
+7.3% XHB XLF XLK $NDX IYW XRT $OEX XLY XPH $SPX XLI $DJI XLV XLP IBB $MID SMH XOP XLE XLU $RUT $SML XES XBI XLB XSD XME -3.7%

ETF 3-Month Chart Analysis

Merciless Up Trend
XLF IYW DIA ONEQ OEF SPY IWB IWV VTI

Possible Bull Flag
XHB XRT XLP XLY XLK XLV QQQ

Broken Previous Resistance
XLI MDY

Around Previous Resistance
SMH XPH IBB IJR IWM

Sideways
XLB XME XSD XLU XLE XOP XES XBI

2012/03/11

Comments

Alright Bears:  Read 'em and weep...  Retail, Staples, and Discretionary all bearly flagged and broke into new highs  - this market is not displaying a great deal of caution.  Most sectors and broad markets are already around their previous highs and poised to break out as well, but let's look at the weakest areas for a few clues:

Small caps and Mining have bounced most strongly amog those issues which did pull back more severely.  While not yet quite challenging their previous highs, which are also more significant resistance, this is not a significant sign of weakness.  PFF and PGF (Preferred Stock ETFs) are grouped with the strongest steady gainers in the last month - that is not a great sign, but not uncommon in a minor pull back, either.

Utilities are about as flat as Kansas, which is a good sign - they are usually very steady in a strong market.  We will be watching for a breakout to new 3-month highs in IWM, XLB, and XME (in particular) as the principle signs of strength, but some sectors and groups have already broken into new highs above resistance they have recently held:  XHB and XLV.

My 1 Month Strongest for the week are:  XRT XLY XLP XLK IGM IYW - essentially Tech and Consumer.  These have been strong and steady, barely faltering, during the last month.  QQQ is grouped in the middle of these and makes a simple choice for where to put a core investment position - or to add to one.  Since few ETFs (foreign or domestic) are doing bettern than the NASDAQ 100, why not just use the QQQ...

Now, that covers the strong and steady - but the higher beta issues have dropped off the Watch List.  So, go to the Watch List tab, look at the symbols from this week and those from a month ago (the last list) and check out the charts of those which dropped off the list.  If the rally continues many of them will come back strong - and are candidates for swing trades on the support bounce of the chart looks like a bull flag or channel bounce...

If small caps break to new highs we could have quite a nice run into the Summer...  If there is a resistance bounce, though, we have a potential double-top with a target price dipping twice as far as the last pull back.  The volume profile, trend lines, and other techniques will help identify potential areas of support.  For some issues support was hard to identify in this recent pull back because many issues did not retrace much of their recent run at all.

Strongest to Weakest in Previous Month

Major Market ETFs
+3.15% QQQ ONEQ OEF SPY IWB VTI IWV MDY DIA IWW IJR -1.15%

Sectors and Industry Groups
+5.5% XRT XLK XPH XLY $NDX IYW IGM XOP XLP $OEX $SPX XLF XHB XLU $MID XLV XES XLE $DJI $RUT XLI $SML XLB IBB XSD XBI XME -5.25%

ETF 3-Month Chart Analysis

Merciless Up Trend
XRT XLP XLY

Possible Bull Flag
XLK IYW XPH XLE XOP XES DIA QQQ ONEQ OEF SPY IWV IWB VTI

Possible Horizontal Breakout
XHB XLV

Strongly Sideways
XLU

Around Horizontal Resistance
XLF SMH XLB XLI IBB MDY IJR IWM

Bounce off Support
XME XSD XBI

2012/03/04

Comments

Russell has a bit more company at resistance now, but IWM and XME are clearly rolling over with some company from Semiconductors and Biotech...  From the standpoint of awaiting a bull flag, this is encouraging, but the more broad market is stilll pretty strongly up trending without a break.  So is the fact that Midcaps are below Utilities with Small Caps.  So, the big companies are still strong, but profit taking is finding its way into the higher beta issues.

This is the time we start looking for setups.  We don't want to jump too soon, but we don't want to jump out of trades too soon, either.  This is where hedging trades can come into play.  We have, for example, collared IWM and XME in our core positions - I figured that would ensure an upside breakout, but so far this is working OK.  We have protective puts on the QQQ, but they have been bleeding away as the Nasdaq 100 continues to climb.

Remember how the phrase "I think" is a bad way to start a trade.  Our protective puts are in that category...  The mid-February through mid-March time frame has often had some sharp pull backs with "China Surprise" often being the cause...

However, you can expect hedge trades to lose money in a strong trend.  You should never completely negate a positive delta in this...  Hedge trades are to ease the pain of a sharp pull back, not necessarily to profit from the down side.  The trend is still up, and the hedge is a counter-trend trade - albeit a good way to start if there is a trend change...  Normally the trend resumes and the hedges end up with small losses to small gains.

If there is going to be a rollover we should begin to see some greater volatility.  Not just the VIX, but more rapid runs between highs and lows intra-day in the futures.  Beware the buyers, based on the trend, they should be hidden just below where most people set their stops for intermediate term trades...

Strongest to Weakest in Previous Month

Major Market ETFs
4.5% QQQ ONEQ OEF SPY IWB VTI IWV DIA MDY RUT IJR -3%

Sectors and Industry Groups
+5% XLK IYW $NDX XRT XPH XOP XLY XLP $OEX $SPX XLE XLF XES $DJI XLV XLU $MID SMH XLI XLB IBB XHB XSD $RUT $SML XBI XME -9%

ETF 3-Month Chart Analysis

Up Trend
XLF XRT XLP XLY XLK IYW XPH DIA QQQ ONEQ OEF SPY IWB IWV VTI

Possible Bull Flag
XLE XOP XES

Sideways
XLU

At Resistance
XHB SMH XLB XLI XLV IBB MDY

Possible Broken Support/Rolling Over
XME XSD XBI IJR IWM

2012/02/26

Comments

Looking at the Russel 2000 futures /TF, it is stunning to see how truly narrow the trading range is recently.  At 836 there are dedicated sellers just 25 points short of the 2007 high, and at 811 there are equally dedicated buyers who just won't let the price retreat for more than about a 23% retracement of the rally following the breakout on 1/10.  The whole market seems to hang on which way this will go.

And that is always our question with technical analysis:  Will we run out of sellers or buyers?  And then there are the strategies - Buyers often make a tactical retreat for a few days, allowing prices to fall a bit (in flags), and then jumping back in with force, squeezing the shorts out and running the market even higher...  But we have not really seen any of those flags.  The buyers have been pretty relentless for some time.

Only the small caps and some commodity related issues show any signs of being really tired in this rally - larger cap issues are just running strong.  This kind of non confirmation gives us pause in taking on new positions.  When everything is running together is one thing, when everything HAS BEEN but now is not, we have to wonder if things might be about to change - even a little.  So we have to wait for more evidence.  Until then, all this amounts to is non confirmation.

Strongest to Weakest in Previous Month

Major Market ETFs
+6.25% QQQ ONEQ MDY IWM VTI IWV IWB IJR SPY OEF DIA +2.3%

Sectors and Industry Groups
+11.9% XES XOP IYW XLK IGM XLE $NDX XPH XRT XBI $MID $RUT XLF IBB $SML XSD $SPX $OEX XLY XHB XLI $DJI XLP XLB XLV XLU XME -2.2%

ETF 3-Month Chart Analysis

Merciless Up Trend
DIA QQQ ONEQ OEF SPY IWB IWV VTI XLY IGM XLK IYW XPH XLE XOP XES

Possible Resistance
MDY IJR IWM XLF XHB XRT XLP XLB XLI XSD XLV IBB XBI

Sideways
XME XLU

2012/02/19

Comments

We pause on the brink of another Greek Trajedy, but the volatility is still quite low.

Note in the trends and patterns and relative strength of everythig below, small caps and mining/materials are relatively weak.  This could be a hint of weakness, or just catching their breath while the rest of the market catches up.

These are basically non-confirmations, while everything else is either continuing up or making a minor flag, only a couple sectors/groups are actually still sideways with utilities.

Remember that with any real flag or pull back we can expect up to a 62% trace of the recent run without breaking the trend, yet the market seems unable to sustain even that much of a sell off for now.

Any time now we may see a pause in the buying - but unless news has really changed expectations it is just a tactical retreat - watch for the bounce on a pull back.  As technical traders we can't really get bearish until we see a lower high following a lowere low which broke support...  Not seeing it yet...

Strongest to Weakest in Previous Month

Major Market ETFs
+6.2% QQQ ONEQ MID IWM IJR VTI IWV IWB SPY OEF DIA +2%

Sectors and Industry Groups
+29% XBI XHB IBB XLF XSD $SML $RUT XOP $NDX IYW XLI XRT $MID XLY XLK IGM XLB XPH $OEX $SPX XLV XES XLE $DJI XLP XME XLU +3.6

ETF 3-Month Chart Analysis

Merciless Up Trend
XRT XLP XLY IGM XLK IYW XPH XOP DIA QQQ ONEQ OEF SPY MDY IWV IWB

Possible Bull Flag
XLB

Possible Resistance Break
XSD XLE XES VTI

Possible Resistance
XLF XHB XLI XLV IBB XBI IJR IWM 

Sideways
XME XLU

2012/02/12

Comments

We will start updating our ETF watch list now (Click the Watch TAB above).  Given world economic conditions, we consider the US to be generally safer, but some issues (notably India, for example) are outperforming and may be worth some segment of your portfolio.  In the watch tab pages we also have notes about how we make our watch list and how to make use of it.  The issues are sorted in order of the volume they trade.  These are all high beta ETF and performing as well as or better than the strongest US groups and sectors for the last month.

While everything pulled back a bit on Friday, only the small caps in the major markets really seemed to break the low of the high day in a meaningful way.  We'll need to look for follow through.  By no means does this mean it's time to get bearish.  Based on current market action we must expect a bull flag which will present an entry point for new short-term trades or an add point for running trades.  Of course we have to be prepared for anything to happen and adjust our strategies accordingly.  For now, though, big money is buying and we have a responsibility to follow in their wake as technical traders.

With midcaps, smallcaps, and tech generally leading the market this has all the signs of the begging of a growth period.  We have needed the participation, not the leadership, of financials, and we have had it recently.

NDX, following its breakout of 1/18 around 2400 has a short term target around 2600 which we are very near, this also marks the 127.2% bounce form the March 2009 low off the 2007 high.  This area could easily become a bit of a resting place given the tear the index has been on...  However, counting the breakout from the 2011 low instead of the recent nominal low, the target is around 2750, though it could take a year to get there.

RUT is a little more complicated, we are ignoring the high from 10/27/2011 and using a breakout high around 757.  It has already exceeded its short term target and has a nominal breakout target around 860 which is around the 2011 highs and the 100% bounce from the March 2009 lows off the 2007 high.  A break above 860 or so has a 1-year price target of around 1050 -- what a really great place to get to!!!

SPX is finding resistance around the 2011 highs now.  It has already exceeded its short-term breakout target, but the nominal target for the breakout from the 2011 lows is around 1425.  However, the breakout from the 2011 low to high is in the stunning neighborhood of 1600, which would be a 100% recovery off the March 2009 low from the 2007 high.  The view will be pretty good from up there - if we can all keep our gains...

Bear in mind we have been sideways now for over a year, and THAT is the larger trend.  We have yet to see which of SPX or RUT reach their 2007 highs first, but we are finally in the economic place where we just might begin to see an improvement in the employment situation if the economy continues its slow recovery.  Also remember that we are still de-leveraging lots of bad investment including housing, for example, which will all continue to drag on the market.

The larger trend still has an upward bias, suggesting that while we may not see the best breakout targets in a direct run, we should probably expect to eventually break higher and ultimately reach those targets.  This is all still consistent witht the general form of the extended economic cycle and long periods of little real growth; a kind of supercycle which still suggests another leg down in 2-5 years which should be followed by the next really big growth cycle.  History does not have to repeat itself, but as Sam Clemens said:  It often rhymes...

Strongest to Weakest in Previous Month

Major Market ETFs
+3.4% QQQ ONEQ MDY RUT IJR VTI IWV IWB SPY OEF DIA +1.3%

Sectors and Industry Groups
+10% XSD IYW XRT IGM XOP $NDX XHB XLK XBI XES IBB $MID $RUT $SML XLE XLF XLY $SPX $OEX XLI $DJI XLB XLP XLV XPH XME XLU -0.3%

ETF 3-Month Chart Analysis

Up Trend
XLF XHB XRT XLY SMH XLK XLB XLI XSD IYW XLV XPH XLE XOP XES IBB XBI
DIA QQQ ONEQ OEF SPY MDY IJR IWB IWV IWM VTI

Sideways
XLP XME XLU

2012/02/05

Comments

Tom says "The risk is to the down side" meaning the market has run up and is likely to pull back, at least a little.

Dave would probably say he agrees completely, and then go into many reasons the market is likely to continue up.

The apparent confilct here takes some experience to listen to.  Tom is not simply long or short of the market, he is trading pairs and part of his trade benefits from an up market and part from the down.  He does not necessarily expect the market to reverse, but he knows it must breathe a bit.  Dave is expecting a flag which will pull back to a higher low and then continue the current trend.

Don't get confused and start making bearish trades just because you hear someone being bearish apart from CNBC.  As technical traders the charts will provide us the evidence of how we need to be trading.

Our plans should be prepared a couple moves ahead of the market.  We should know how to manage all our trades as the market makes a resistance bounce, pulls back, and then bounces off support.  In the current market conditions we expect a bull flag.

I didn't have time to make the target projections, but we should all know that when we break through resistance we will go to the next level of resistance.  We also know that breaking out of a horizontal range will typically have us run the height of that range and find resistance, other resistance may lie below or above that price pattern target.

Strongest to Weakest in Previous Month

Major Market ETFs
+10.6% IWM IJR MDY ONEQ QQQ IWV VTI IWB SPY OEF DIA +3.6%

Sectors and Industry Groups
+27% XBI IBB XHB $SML $RUT XPH XLI XLF XLV XLY $MID XLB XRT XSD $OEX $NDX IYW $SPX $DJI XLK IGM XLP XES XLE XLU XME XOP -1.6%

ETF 3-Month Chart Analysis

Up Trend Gap
XLF XHB XRT SMH XLK XLI XSD IYW

Up Trend
XLY XLB XME XLV XPH IBB XBY

Sideways
XLP XLU XLE XOP XES

2012/01/29

Comments

I don't know if anyone noticed that the major markets are heading back for the 10/40 Week EMA crossover, which is histicorally a fairly bullish indicator.

I've just felt swamped with extra work the last couple weeks.

It seems funny that I get asked how I can be so bullish with all the news as things are...  Excuse me, I am being bullish?  I simply don't have the billions at my disposal to push the charts up.  All I am doing is looking at the charts and seeing the obvious things that any 8 year old could see.  Someone else is being bullish - I am just riding on their coat tails like any other technical trader.

The news may still seem confusing to folks, but the charts are getting simpler and simpler.  The only really confusing thing is:  Where are the flags so we can add new trades.

Strongest to Weakest in Previous Month

Major Market ETFs
Not done this week...

Sectors and Industry Groups
17.3% XBI XME XSD IBB XHB XLB XLF IYW XLI IGM XRT XOP XLY XLK XES XLE XLV XPH XLP XLU -4.2%

ETF 3-Month Chart Analysis

Chart Analysis not done this week

2012/01/22

Comments

My apologies, but with all the extra hours at work I realized that I had to file my payroll tax W3/W2 for Q1-3 2011 and verifying all the data took all my time.

Strongest to Weakest in Previous Month

Major Market ETFs
Not done this week...

Sectors and Industry Groups
17.3% XSD XBI XLF XLB IBB XHB IYW IGM XLI XLK XLY XME XLV XLE XES XRT XOP XPH XLP XLU -2.5%

ETF 3-Month Chart Analysis

Chart Analysis not done this week

2012/01/15

Comments

Notably there are no down trends in any major markets or sectors and groups.  About half the symbols we watch have broken resistance and are in an uptrend.  Most of the rest are around resistance, either the late October highs or the resistance line of an ascending triangle.  The weakest seem to be XME and XSD which are apparently converging in pennant-like formations.

So, we rolled our covered calls up and made them bull call spreads.  It will take a couple months to make up the draw down of the covered calls with spreads.  But the spreads still provide some protection, on stand-by:

  1. We are gaining on the deep ITM long calls providing a base for the spread.
  2. We are gaining on Theta while the market remains flat-to-up
  3. We can sell the long calls if the market rolls over and be back in covered calls.
  4. We can then add long puts if necessary to flatten the downside price sensitivity we still have.

Strongest to Weakest in Previous Month

Major Market ETFs
7.3% MDY IWM IJR QQQ ONEQ VTI IWV IWB SPY OEF DIA 4.8%

Sectors and Industry Groups
18.7% XBI XHB IBB XLB XLF XSD XLI SMH XOP XME $MID XES $RUT $SML XLY $NDX XLE $SPX $OEX XLV XPH IYW XLK $DJI XRT XLP XLU 0.7%

ETF 3-Month Chart Analysis

Possible Bull Flag
XHB XLP XLY XLI XLU XLV XPH IBB XBI DIA OEF ONEQ IJR IWV VTI

Around Previous Resistance
XLF SMH XLB QQQ SPY MDY IWB IWM

Possible Ascending Triangle
XRT XLK IYW XLE XOP XES

Possible Pennant
XME XSD

2012/01/08

Comments

I look at the charts and have been seeing for the last few weeks a "one of these things is not like the others" thing with XME.  Others are in ascending triangles, horizontal channels, or even a few uptrends...  But XME has been trading in what would be a descending triangle - would be except that it is not following a down trend, so we can't call it that - but whatever you call it, it has the same meaning, similar lows, lower highs.

Being an oddball, we watch it as simply being an outliar for the moment.  There is no way to tell if it is showing a tell on the future, or just being a lagger, so not much to bet on with this yet.

Normally I at least get through the charts by Sunday, but I was very busy this weekend and didn't get there.  But since I am late, I note we are at resistance with 5 doji days on /ES while /TF has been a little stronger.  /NQ seems to have been playing catch up and shown relative strength recently.

Strongest to Weakest in Previous Month

Major Market ETFs
4.7% IJR OEF IWM SPY IWV VTI IWB QQQ DIA MDY ONEQ 3.2%

Sectors and Industry Groups
10.5% XBI IBB XHB XLV XPH XLF XLI XLB $OEX SMH XSD XLY $SPX $DJI $SML XLP XLU $NDX XLE $MID $RUT XLK IYW XOP XRT XES XME -4.3%

ETF 3-Month Chart Analysis

Not much has changed since last week, and I am late in getting this done so I will skip it...

2012/01/01

Comments

The uptrends are Utilities, Pharma, and Health Care...  This is not terribly encouraging.  To have a sustainable up trend we really want to see strength in Financials (not leadership, but walking around the ward instead of layed out in the Critical Care unit), and Technology.  However, technology has been consistently weak.

In growth, small caps are strong along with commodity stocks, but they are also being weak, with XME being the weakest group over the last 30 days.

Most of the symbols we are watching, below, are near resistance.   XME is notably different, being near support.  Most of the pennant-like formations are near their convergence area, so something has to give soon.  Much of this looks like consolidation waiting for an excuse to break updwards, but that just does not feel right.

It takes discipline to follow entry signals and stick to rules no matter what.  However, a good rule can be to reduce position size when we have volatile markets.  Also not making directional trades, but using time and volatility for option trades.

This year we plan to not try so hard for directional trades and being agile - unless the market provides an appropriate environment for that.  We will use more time-related strategies, selling options more while the market swings about.

Strongest to Weakest in Previous Month

Major Market ETFs
+1.8% DIA IJR OEF SPY VTI IWV IWB IWM MDY ONEQ QQQ -1%

Sectors and Industry Groups
+4.7% XLU XLV XLP XPH IBB XHB XBI $DJI $OEX $SML XLF $SPX $RUT XLI XLY XRT $MID SMH XLK XLB $NDX XLE IYW XSD XES XOP XME -8%

ETF 3-Month Chart Analysis

Up Trend
XLP XLU XLV XPH IBB

Possible Ascending Triangle
DIA OEF SPY IJR IWB IEV IWM VTI XHB XRT XLY XLI XBI

Possible Pennant/Symmetric Triangle
QQQ ONEQ MDY XLF SMH XLK XLB XME XSD IYW XLE XOP XES