Before the Open (Feb 7)

Good morning. Happy Monday. Hope you had a nice weekend.
The Asian/Pacific markets closed mixed – Hong Kong lost 1.5%. Europe is currently up across the board. Futures here in the States point towards a moderate gap up open for the cash market.

I don’t have anything to add to my weekend report. The trend is up. Several indexes closed Friday at new highs; several others are close. Any warning signs that has popped up the last 6 weeks has been completely ignored – the market keeps chugging along, and I see no reason to fight it. Buying the indexes and holding has been a decent strategy, but with money rotating from group to group, it has paid to follow the same rotation. Right now semiconductors, oil and uranium stocks are doing great. They won’t always lead the market, but right it’s where an active trader’s money should be. Sooner or later one of these groups will start to lag and another will grab the baton and run. Our job is to find the next group and then determine which stocks within the group are likely to perform the best.
Don’t over-analyze here. Anything goes in the near term, but overall the trend is rock solid. More after the open.
headlines at Yahoo Finance
today’s upgrades/downgrades
this week’s Earnings Reports
this week’s Economic Numbers

0 thoughts on “Before the Open (Feb 7)

  1. Traveling light. Some energy softs and technology. Short bonds. Holding cash expecting to see an adjustment at mid month. Of course, I said that 60 days ago. In the meanwhile the liquidity rolls into the the market via a heavy buy today by the Fed.
    Garthman says the unemployment is really 12 million and much of it structural. The is going to effect demand, and likely keep transfer payments an issue. Congress is likely to hang up on the debt ceiling, who gets thrown out of the boat ??
    I am not short of gold, but I am not expecting much either until fall ’11 when the “season” opens.

  2. “When your married to ‘H’ your married for life” Savoy Brown Blues Band
    from their 1970’s song, ‘Needle and Spoon’ (you can youTube it if you’d like)

  3. I read an article that said the USA’s military spending is equal to the sum of the next eleven countries. I was wondering if that’s like me carrying eleven pistols to my neighbor’s one.
    Oh, iVolatility.com is saying, with a 92% probability, that 2011 will close higher. This is based on historical January closes from 1950.

  4. anyone ever heard of exhaustion tops
    they roll over with a big hangover
    lucky ive been living with the bears in a cave the last week ,with no power as a cyclone hit nth oz

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