Enjoy Boredom While It Lasts…

Last week’s tedium seems to have gotten the speculative juices flowing in the Rick’s Picks chat room.  Stocks, bonds and gold did practically nothing all week, a condition that invariably causes market-watchers to expect something to happen the next. That’s how Bollinger Bands work:  Stretches of boredom in the markets cause the upper and lower bands to constrict to an isthmus, supposedly foretelling the next explosive price movement.  From a Hidden Pivot perspective we see trendlessness somewhat differently, in the form of “dueling” impulse legs that are characterized by minor rallies on the lesser charts matched by minor declines of equal magnitude. In other words, tit-for-tat. But whereas Bollinger Bands effectively store up tension between bulls and bears, dueling impulse legs alleviate it. From an analytical perspective, we like to think the Hidden Pivot System allows us to predict boring stretches more comfortably than most other technical methods.

aig-traders Not that we’re actually expecting more of the same right now. We’ve already projected a minimum 848.25 for the June E-Mini S&P, implying that a Dow rally of as much as 300 points is imminent. Although we expect that threshold to be reached by no later than mid-week, it is what occurs immediately afterward that can tell us whether more tedium awaits; or perhaps a new rush of ebullience; or even a fatal stall. For if the target were to be exceeded by more than a couple of points shortly after first being touched, we would infer that Spring fever is likely to persist for yet more days or even weeks. And if the shares of one stock in particular, Goldman Sachs, were to lead the charge, we’ll be urging bears to go with the flow, since the stock, currently trading around $108, could be headed as high as $129.  We’re predicting that GS eventually will fall to $29 or lower, but because the stock seems in no hurry to get there, we’ve positioned ourselves in the meantime to profit from this rally via option calendar spreads centered on the 115 strike.

 Gold’s Wild Card

 Regarding gold, it has held up quite well so far despite a full-court press of happy talk from the Obama Administration and an absence of thoughtful scrutiny by the news media to rebut it. A wild card that could cause bullion to soar is the prospect of the dollar being unseated as the world’s reserve currency. This is being discussed as though the outcome were somehow speculative, and the Treasury Secretary remains in denial. However, we see the dollar’s fall from grace as inevitable, imposed on the U.S. by a world no longer willing to sustain an economy that consumes much, saves little and which has hocked its future till kingdom come. These are interesting times, for sure, and tedious markets may be as much relief as we’ll get for years to come.

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  • Richard Landwirth March 30, 2009, 2:23 pm

    Just another day in the gold farce–as always gold was up overnight until the FED’s nominees’ alarm clocks went off-about 4am–gold was dropped to about -$12 and silver -30 cents–at 9:30 the HUI went straight down 9 points and a furious rally reversed PM futures and PM stocks-gold rallied to abot plus $8.50 and then hit a brick wall–the counter-intuitive action of PMs during this latest crisis continues-clever rationales are concocted to explain the action….

    Just as in alternative medicine, those that are cured, are told by their allopathic physicians, that their cures are only anecdotal and don’t prove anything…similarly, when gold devotees insist that simple observation of the counter-intuitive way gold trades is proof enough of a gold supression regime, they are told that there is no “proof”-even many gold friendly advisors will not acknowledge the rig.

  • JK March 30, 2009, 1:45 pm

    GS $129, huh? Right now it’s down 3.5% and the Dow is off by over 200 points. You might want to rethink those projections.

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    …and you might want to consider a trial subscription, so that you can judge my forecasts in context. Paid subscribers get quite a bit more specific information than is contained in the daily commentary. RA

  • TKO March 30, 2009, 4:04 am

    This G 20 convocation is probably going to look like an OPEC meeting with public affirmations of solidarity and each nation subsequently doing what it thinks is in its own best interests. I do not believe there will be any talk of ending dollar supremacy in this environment, except perhaps by the Russians. Broaching this subject alone would be a negative for the Group, as there are too many imponderables involved in these delicate times. The cartel will emerge smiling and promise to meet again soon. After some chop, the S&P will resume its upward momentum for a few more weeks.
    Geopolitical events might spark a move in gold. The Chinese have a toy that is like an Ant Farm, often referred to as North Korea. The ants like to play with rockets. If the rockets fly, or if they “explode”, so might gold.