Monday, July 16, 2007

LAZY,HAZY,DAYS OF SUMMER:

Despite the huge rally last week most sentiment indicators barely budged: the CBOE put/call moved down 1 pt., the VIX up .4; A/D breadth was about even, reflected by the McClellan numbers; the Inv.Intell. Bulls moved up .1, although the Bears came out of record low hibernation from 18 to 21.3.
Corp. insiders selling jumped from a lowly 9:1 to 38:1, mostly tech and finance stocks. And the Public shorting was raised to 8.3 over remaining Specialists.
Michael Santoli, one of the brighter lights at Barron's, cites the increase of long positions by commercial hedgers (which he calls "smart money") to a multi-year high.
Here are the latest stats:

Mktsentiment. 7/13/2007......5Yr.HI........ LOW

DJIA ………. 13907...........13668...........7286
Nasdaq………. 2707............2627.............1114
S&P500…….. 1557............1536............776
CBOE Eq. put/call ….53............87-5/04........46-1/03

VIX ………. 15.1..........44 9/02........10.0-7/05

ISEE-call/put ……. 57...........299-12/04.......57 - 7/13/07
(>200/Bearish)

McClel Osc……………18...............91-5/04.........(81)-5/04
McClelSum…………… 243..........1568-6/03.......(726)-5/04

Newsletter Surveys:
Inv.Intel -Bull:…..…. ..49.5...........62.9-12/04......35-6/06
Bear:………… 21.3 .........38.2-3/03.......16-6/03

AAII-Bull/Bear ………49.5/21.3....n/a n/a
MarketVane Bulls…. 65......... 74..............24
IBD: Short Interest- ….7.52……7.82………. 4.0
Public/NYSE Spec.-…..8.36………13.15……….1.0
Birinyi Blogger
Bull/Bear Poll …………36.0/32.0
Bullish%- ……….…74...............88 -2/04...... 46-8/04
*Insider corporate sellers..38:1
Sectors: Most Buyers: Technology
Most Sellers: Technology,Finance

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