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Sunday, October 21, 2012

A failed rally attempt ? The Nifty Saga & Google Sell Off ? & A Little Hint for MCX traders !


Silver/Gold ETFs Ratio (SLV/GLD) turned systematically neutral on 10/18/12 when it crossed below its 50-day SMA. 

NASDAQ 100/S&P 500 Relative Strength  fell below its lows of the previous 8 months on 10/18/12, there by confirming a downside correction.

The Technical Snag , A Mistake by one of the Firms Operator , Dealer  & Human Error Was just a 'HEAD' given FOR TRADER'S to FEED ON … All those Bumpy Rides & prices Holding without correcting or giving a Break out Either way  ..referring to Trend Without Opinion from quiet some time & alarming degrees of optimism were all Symptoms  that something is about to change & Its not going to be GOOD …

How the 'OPERATION TWIST' Unfolded itself.

Over the first 3 trading sessions this week, the major stock price indexes recovered normal fractions of their previous losses since their peaks on 10/5/12, and some even appeared to be within striking distance of the year's highs. The rally that ended on 10/5/12 resulted in a lower high than the rally that ended on 9/14/12 (the day after the Fed's QE3 generous gift to banks). If Thursday's downside reversal proves to be the end of a 3-day run up, that might be interpreted as a failed rally attempt and a second lower high. That might lead the bulls to question their assumptions. 

The technical condition of the stock market does not support the excessive optimism of the bullish majority of stock investors and traders. Fed and ECB plans to buy bonds in unlimited quantities (with fiat currencies printed out of thin air and backed by nothing but a theory and a hope) do not guarantee that stock prices will continue to rise, especially now that the news is out. Typically, Each & Every Action is followed by Equal & Opposite Reaction , and so a downside correction seems overdue. Choosing safety over risk still appears to be the most reasonable approach for conservative traders and investors.

CONTRARY THINKING

Investor sentiment data recently indicated alarming degrees of optimism and bullish complacency as the stock price indexes rose above their 2012 market highs. Elevated levels of optimism are bearish because when the majority is extremely bullish, investors are already fully invested in the market.

The pendulum of emotion tends to swing too far in one direction, but market mood always reverts to the mean, as it did during the -10% April-June 2012 downside price correction for the stock market. 

The CFTC's Commitments of Traders report for stock indexes shows smart professionals selling heavily to dumb speculators. Large commercial hedging firms enjoy an enormous inside informational advantage over speculators, who are usually wrong at major market Turning points.

The current maximum bearish reading indicates that a major top is brewing and next move should be down big. 

Large speculators hold a record net-long position in futures and options 

According to the CFTC's Commitment of Traders report. Large Speculators, which are mainly hedge funds, are trend-followers, and their aggregate position usually becomes extreme near market reversals. 

ONE HAS TO RECALL

Hedge funds and equity mutual funds both lost money last year, 2011.

Sentiment Trader.com notes that 67% of the "dumb money" is bullish, compared to 29% of the
 "Smart money". At such readings in the past, the stock market suffered a 3% to 8% downside correction spread out over a few weeks.

AAII Sentiment shows that individual investors were recently extremely bullish

Investors Intelligence Sentiment confirmed that stock market newsletter advisers were recently extremely bullish.

OBVIOUS !

 "Once everyone who is going to buy has already bought, stocks are vulnerable to a downside shakeout "

DEMAND & SUPPLY

NYSE Short Interest fell by more than 884 million shares from June to August, a decline of 6%. This source of short-covering, potential demand for stocks has diminished. 

The ICI reported $62.6 billion has been withdrawn from domestic equity mutual funds so far in 2012. This is another confirmation that supply is greater than demand for stocks

Bumpy Rides & prices Holding without correcting or giving a Break out Either way  ..referring to Trend Without Opinion Something is about to change & Its not going to be GOOD …

Reporting for MarketWatch.com, Mark Hulbert wrote,

"To be sure, the stock market didn't decline in September, notwithstanding the insiders' selling. But, since historically the insiders have been more right than wrong, it seems risky to bet that the market will continue to escape the bearish implication of their behavior.... Note carefully that the insiders' bearish behavior doesn't necessarily mean the bull market is now over. However, to the extent the insiders turn out to be as right as they were on other recent occasions when their behavior was as lopsided on the sell side, we should be prepared for a notable market decline."

Of course Mr.Hulbert We are in a Long Term Bullish Trend  but Before that Bullish Ride A correction is Necessary & also Healthy  in a SMART money's Perspective Who is Sitting on Cash ..

The ICI reported $62.6 billion has been withdrawn from domestic equity mutual funds so far in 2012 &Corporate insiders enjoy an enormous inside informational advantage.

In One of the  Weekly Insider , Reporting for MarketWatch.com Had also Reported that

Corporate insiders are extremely bearish. Insiders sold 5.97 shares for each share bought in September--up from 1.6-to-1 in May 2012, up from a low of 1.04-to-1 in October 2011, and up from a long-term average of 2.25-to-1. For Nasdaq-listed stocks, insiders sold 6.17 shares for each share bought. 

CONCLUSION

The odds of a stock market correction are now quite elevated  Watch out for a correction -- or worse.

A LITTLE HINT FOR MCX  TRADER'S

Are we heading to fill the Gap '382' in Copper ? Traders are advised not to trade with their often worked logic  COPPER = CRUDE OIL , they move together ..But there are Certain Times which changes the whole saga & often Trader's get slaughtered with their stubborn thoughts & actions without being Flexible….

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