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Wednesday, January 26, 2011

Wed, After the Close

Trading day is a little different, yet it remains the same.  POMO days - Mr Market is up.  In a reverse from the past couple of trading days, the Trannies and the RUT, the SPX and the COMP were stronger than the Dow.  Dow close up 8.25, or 0.07%, yet the SPX was up 5.45 or 0.42%, the Trannies up 56.10 or 1.10%, the RUT up 13.71 or 1.76% and the COMP us 20.20 or 0.74%..

The news of consequence, at least in my opinion, was the January FOMC minutes, and they did not report anything unexpected.  The economy is still too weak to operate without Fed intervention, the unemployment rate is still unacceptable, and the consumer is still not spending like they should.  Therefore, the Fed will continue to keep ZIRP policy in place, and will continue to purchase debt from the PD's, using the nearly daily POMO actions.  And therefore, the commodity complex will continue to improve in value, asset values should continue to improve, and inflation is still in check because they say it is.

Therefore, Mr Market interprets this all to be good news and heads higher, with the Dow flirting with 12,000 and the SPX romancing 1300.

It's all good!

We got stopped out of the SPY short at 129.65, losing 2.25 points.  The Sell signal generated last week are still in effect, and the remaining positions are still active, until the market declines or we get stopped out.


Best to Your Trading!

Bill

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