Monday, July 13, 2015


Major media might as well use Templates for some of their "Breaking News" outbursts, such as:
Greece faces Deadline
Iran talks postpone deadlines
    (What's taking Kerry so long? It's as easy as riding a bike!)
A Shooting in Oakland
No rain in California today

Looking into the China economic mess - it is plug ugly! Their GDP is $10T and they lost $4T in the stock crash over there; US GDP is $18T - the same as our debt.

Gold and other commodities are getting hit bigtime as global investors sell to meet margin and other reqs. ; using them as collateral to buy and hedge stocks. Gold is down 40% from Sept., Silver down 70%, Oil 50% from highs.

Last week's markets took a Bungee jump (twice) and wound up where it started , as did the VIX- SPX (500) went from 2076 to 2076! still under the Technical Support turned Resistance of 2080 ( although it has climbed above that today via the Greek "promise". - Owed To A Grecian Earn?
Why don't we let the rich EX-Patriots from Greece bail them out??

MMFs (money markets) increased a lot due to the turmoil; the McClellan Oscillator jumped up over the equator (zero line) and the AAII Bears still outnumbered Bulls, slightly. Breadth was better, but New Lows dominated the New Highs. Investors are selling high dividend players (Rate Hike?) - of the SPX - top 50 high dividend payers fell 6% in 2015 where low payers rose 6%. Per Barron's

Here are the Sentiment ##s:

Date> 7/10/2015 7/3/2015
Indices: DJIA  17760 17730
NAZ  4997 5009
SPX  2076 2076
WklyVolume (Bshs). naz/ny…. 9.2/3.9 7.3/3.6
Specul.Ratio hi=bullish 2.36 2.03
Sentiment: put/call-CBOE  73 78
VIX>50-alltmlow=8.8 16.8 16.8
Advance/Dec-NYSE.. 715/1177 977/2260
Weekly Net: -462 -1283
     Cumulative: 163671 164133
Weekly  NYSE hi/low… 113/446 115/514
New Hi's/Low's Nasdaq h/l 157/354 160/255
McClellan  Oscillator 13 -12
McClellanSum .+750/-1000 -402 -328
Newsletter Inv.Intel -Bull 44.8 49.5
Surveys-Tues Bear:-5yrs 15.6 15.4
Wed. AAII  -Bull  27.9 22.6
Bear  29.2 35.1
COT:SPX w/w large/small (net)k 9k/(29k) n/a
COT:gold  comm.hedg long-short.000 (63k) n/a
COT:OIL comm.hedg long-short. (291k) n/a
US$-WSJ 87.1 87.1
CEOinsider selling 28:01:00 n/a
off.&bd b/s.vs. 10% holder b/s discont. discont.
3-box rev Bullish%-  54 57
US equity -ICI Fund Flows week delay (5.5b)
MMF flows Change in $B 19.2B 13B
MargDebt- top (300M) monthly  499B
ETF:mthlyEqty/ Int'l/Bond-$B 1268/525/320
2-yr Tsy Yield: Inflation 0.64% 0.63%
TIP (ETF) Inflation 111.82 112.13

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