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Wednesday, February 16, 2011

Thursday Morning

Another day in the life of the "Rally That Knows No Correction!"  After an evening reporting Asia and European markets mostly higher, and pre-opening trading showing positive Dow and SPX moves, the market gaped open and at 10:30 is trading higher in all indexes.  The Dow is up 65, or 0.53%, the SPX is up 7.60, or 0.59%, while the Transports are up 0.95%, the RUT is up 0.82%, the XLF is up 0.48% and the COMP is up 0.65%.

Oil is up, trading at 84.64, Gold is down, trading at 1372.70, and Silver has backed away from its flirtation with new Post-Bass Brother highs, trading at 30.40.  The commodity complex is mixed, however Cotton continues it relentless advance, up another 3.68%. The Euro is down today, trading at 1.348 and the Dollar has resumed its winning ways, trading at 78.65.  The Bond market has stumbled again, after 2 days of small rally, with the 10 year Note down, trading at 3.634 and the 30 year Bond trading lower at 4.648%

PPI reported today jumped, printing a 0.5% increase, vs expectations of 0.2%, ex Food and Energy of course. Anyone who wants to measure inflation merely scratches his rear and makes a guess. Housing starts reported at 596.000, which was higher than January 2011, but lower than January 2010.  An interesting report yesterday from our local Realtor Assoc. (Central Florida).. 75% of all closed sales in the Month of January were short sales or foreclosures, with a median price of $94,000.  Interestingly, 80% of those sales closed with cash.  You can understand how we must feel in this market, when the Summer of 2007, the median price for a single family home was $243,000 and everyone got Option Arm deals with 95/5 financing.

There is an interesting post at Zerohedge this morning,  describing "How To Fake an Economic Recovery".  I had hoped for a little humor, instead I got a little dose of reality.

Our Momentum Change indicators are still Bearish, having moved closer to a Sell Confirmation yesterday, but moving back toward Neutral this morning.  Our trading positions are still flat as we are looking for a signal to re-enter the market.

Best to Your Trading!

Bill

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