Midweek Market Update Report

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Gold is Following Through

This post is a short excerpt from the weekend Financial Tap member report.

Gold spent 11 sessions moving lower from the top of the Cycle, giving back 6% of the gains.  Judging by the blogosphere reaction during that decline I get the impression that very few people believed in this Cycle.  From what I can tell a majority expected gold to once again rollover in a steep decline.  That’s just the problem with bear markets; they scar us to the point where we can’t fully embrace potential when we see it. 

As the longs started bailing out in fear and the bears gained confidence again, gold come out with a 2 session $40 pop.  In its wake gold confirmed an end to the 1st Daily Cycle that in retrospect turned out to be a bullish Cycle.  From the table below we see that 1st Daily Cycles (excludes bear market Cycles) top on average after gaining 10.6% in some 20 trading days.  This daily cycle gained 14.3% to a top taking just 16 days.  In the end it was a bullish 1st Daily Cycle which from a timing standpoint ran the expected 27 day average.

Perfomance of Gold 1st Daily Cycles (2000-2013)

The surge out of the Cycle low regained back half of the prior Cycle losses in just one session.   By the close of Day 2 gold has regained the 10dma and closed above the declining Cycle trend-line, ending what has been a fairly textbook Cycle transition.  In my opinion we’re still looking at a bullish Daily and Investor Cycle that have none of the characteristics matching the Cycles that haunted investors since last summer.  What I expect now is for more follow through early next week with a quick move above $1,348 (current IC high).  This next target will likely offer some resistance with a possible 2-5 session consolidation period.

Ultimately though I believe in this gold Investor Cycle which means I’m expecting a lot from the 2nd Daily Cycle.  Looking back at the prior 2nd Daily Cycles of this 13 year bull market tells me we should expect another 10%+ gain here over the next 17 sessions.  An average gain puts this new Daily Cycle topping out at around the $1,400-15 area by the end of August.  However if we see a similar Daily Cycle to the last one it will be topping out around $1,450. 

Perfomance of Gold 2nd Daily Cycles (2000-2013)

The Financial Tap publishes two member reports per week, a weekly premium report and a midweek market update report.  The reports cover the movements and trading opportunities of the Gold, S&P, Oil, and $USD Cycles.  Along with these reports, members enjoy access to three different portfolios and trade alerts.  As these portfolios trade on varying timeframes (from days, weeks, to months), there is a portfolio to suit all member preferences.  If you’re interested in learning more about The Financial Tap and the services offered, please visit https://thefinancialtap.com/landing/try#   

Building Blocks

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Midweek Market Update Report

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The Dollar Showing Signs of a 3 Year Cycle Top

$US Dollar Cycles

This is only Day 3 of a new Daily Cycle, but the Dollar is struggling to lift off.  Normally after a long decline and consolidation we would be looking at a much more powerful response here.  Since the first Daily Cycle rallied 17 straight days to make new 3 Year Cycle highs, this 2nd Daily Cycle should be following through with more upside.  It's a little early to tell, but so far I'm not impressed with the muted response.

The Daily Cycle Low is showing up clearly on the Weekly chart below, but the 4 week drop it left behind so early in the Investor Cycle is not a bullish sign.  If the powerful start to this Investor Cycle was a true bull market move, then this recent consolidation should have formed as flag pattern and a move to new highs already in motion. 

Instead the initial 4 week surge in June to marginal new Investor Cycle highs now exhibits signs of a bull trap.  Unless this Daily Cycle gets busy putting in a similar rally as it did in the 1st Daily Cycle, then I will remain skeptical.  Because the 3 Year Dollar Cycle is now well past its midpoint, we must now entertain the thought that the recent highs were also the top of the 3 Year Cycle. 

We don’t have any confirmation of a pending Cycle failure, but the recent weakness here is most likely confirming that the FED is not going to be tapering anytime soon.  As long as we don’t experience a crisis like event that would spike the dollar, I believe that the coming equity bear market will force the dollar down towards its own 3 Year Cycle Low.  True equity bear markets normally coincide with a drop in the dollar and the dovish stance the FED will maintain during a bear market ensures the dollar will fall too.     

The Financial Tap publishes two member reports per week, a weekly premium report and a midweek market update report.  The reports cover the movements and trading opportunities of the Gold, S&P, Oil, and $USD Cycles.  Along with these reports, members enjoy access to three different portfolios and trade alerts.  As these portfolios trade on varying timeframes (from days, weeks, to months), there is a portfolio to suit all member preferences.  If you’re interested in learning more about The Financial Tap and the services offered, please visit https://thefinancialtap.com/landing/try#   

God Save the King

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The FED Keeps the Party Going

Yesterday’s GDP release of a 1.7% gain underscored just how lethargic the economic recovery remains.  Now 4.5 years since the last recession, the fear for the FED is that the business Cycle is in the process of turning over.  Forget the rhetoric that the economy is going to gain steam and start growing quicker; we’ve been hearing this same nonsense since 2010.  The fact remains that the FED is keeping the economy artificially elevated and the best they can do is keep it right above stall speed. 

So when we hear talk of tapering asset purchases, I really do not see how they could do this.  The last time that thought gained any traction bonds sold off very quickly and this forced borrowing costs to spike.  I seriously doubt the FED is going to allow the stock market to tank and interest rates to spike right when the economy looks the most vulnerable.   

The FED’s message in the end was that as long as the economy remains near stall speed then asset purchases at $85 per month will continue.  They say if the economy improves enough then they will begin tapering purchases, but I still see that as being years from reality.  To me the new black swan event is the need for even larger asset purchases.  The thought of a new round of QE is never discussed, but I believe there is a greater chance we see more QE before we see any tapering. 

Yes it was an ugly late day sell-off yestersday, but in my opinion the FOMC was a bullish announcement and the Daily Cycle still has plenty of time before the next DCL.  Consolidation below 1,700 continues and this is understandable as the run towards 1,700 from the last Cycle Low was pretty extreme.  However it should not take long to break out of this zone, and once 1,700 is broken the runaway will enter its final parabolic phase.

The Financial Tap publishes two member reports per week, a weekly premium report and a midweek market update report.  The reports cover the movements and trading opportunities of the Gold, S&P, Oil, and $USD Cycles.  Along with these reports, members enjoy access to three different portfolios and trade alerts.  As these portfolios trade on varying timeframes (from days, weeks, to months), there is a portfolio to suit all member preferences.  If you’re interested in learning more about The Financial Tap and the services offered, please visit https://thefinancialtap.com/landing/try#   

Midweek Market Update Report

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Morning Coffee

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Gold is Finally Ready to Launch

Gold is Finally Ready to Launch

Summary

Gold appears to have wakened from what has been a very challenging 10 month decline.  Ever since last September’s rally failed (bull trap) to take out the all-time high set back in 2011, it has literally been straight downhill for gold.  But the signs of a trend change are everywhere now, and this is evident technically in the charts and within the changing composition of the Cycles.  Be warned we are due a $50 pullback this week towards a Daily Cycle Low.  However beyond that, all indications point to a substantial rally about to take hold.  According to my Cycles analysis, we’re looking at a 10 week gold rally back to the $1,520-50 region.

The Weekly Cycle

There are plenty of reasons to get excited here, as the early developments of this new Weekly Cycle point to a longer term trend change.  Gold is now 4 good weeks into a Weekly Cycle (these Cycle average 20 weeks) which was confirmed once it broke above the declining trend-line and the Weekly Swing Low point (Above $1,301).  The technical indicators show strength is building while the slow moving weekly oscillators are beginning to bullishly cross.  There is no way of knowing for sure how far this Cycle will run, but the early indications are very encouraging as the Cycles on every time-frame are turning higher.

With a new Cycle, we’re on the eve of yet another significant rally.  We know from past experience that big Right Translated Weekly Cycles can easily gain 25% before topping.  When we look at the weekly chart there is some volume resistance at the $1,400 area, but besides that it’s clear sky back up to the $1,520-50.  It’s at that area where gold was supported numerous times in the past before eventually collapsing, and it’s at that level where resistance will now be found.  That area is where plenty of trapped longs can still be found and it’s where this coming Weekly Cycle rally will top.  

Precious Metal Miner Confirmation

I love looking towards the miners for confirmation of where gold could be headed.  We know from experience that the miners most often lead gold out of Cycles, and that is especially true around the major turning points. 

The miners are up 20% in just 4 weeks and they’re breaking out of the established bear market downtrend.  Unlike past failed attempts, this time the miners are showing great accumulation volume and rising relative strength.  With the first weekly MACD cross in over year, this is exactly the type of evidence we’ve been seeking to confirm gold has found a major low. 

The strength in the miners chart is showing up on the bullish percent chart.  This is an indicator that measures the percentage of miners that are now showing bullish long term P&F charts.  We've witnessed only one significant rally since the bear market took control early last year.  Coincidentally that was a massive 9 week rally that started almost at the same time last year.  So now with 25% (and climbing) of stocks showing bullish charts, we’re seeing early signs that the miners are breaking the long established trend and beginning a powerful new rally.

COT Confirmation

As seen within the COT reports, the speculative short positions were recently at record levels.  But as is the case at key turning points we’re seeing open interest spike while the record short positions have since receded, evidence they are being forced to cover positions.  That’s a result of this 4 week Weekly Cycle rally, the higher gold moves the more speculative shorts will begin to panic and start covering their positions.  This process creates a sell-fulfilling feedback loop and as they begin to cover their positions they become the driving force of the next big rally.

Courtesy Sentimentrader.com

Gold’s 4 Year Cycle – New Bull Market

I believe the bear market and therefore the 4 Year Cycle in gold is now over, but of course without real confirmation that statement remains just an opinion.  Yes gold has broken the weekly declining trend-line, which confirms a new Investor Cycle.  But to confirm an end to this bear market gold needs a monthly close above $1,423.  That’s currently monthly Swing Low level and with gold’s monthly chart showing early signs of turning, any move above $1,423 will also provide technical confirmation too.  During the 2009-2011 gold bull run every Weekly Cycle topped after week 10.  But since the Aug 2011 top, they have all topped well before week 10.  All forming in Left Translated fashion, those are classic bear market Cycles we experienced.

If gold is to close above $1,423 it will break that trend and it will likely put in the first Right Translated Weekly Cycle (Top after week 10) in over 2 years.  That’s the type of action that will confirm that this is a new 4 Year Cycle and more importantly the end of this bear market.  Although I firmly believe we will get there within the next 12 weeks, only then can we truly entertain the prospect of a new cyclical bull market.

The Financial Tap publishes two member reports per week, a weekly premium report and a midweek market update report.  The reports cover the movements and trading opportunities of the Gold, S&P, Oil, and $USD Cycles.  Along with these reports, members enjoy access to three different portfolios and trade alerts.  As these portfolios trade on varying timeframes (from days, weeks, to months), there is a portfolio to suit all member preferences.  If you’re interested in learning more about The Financial Tap and the services offered, please visit https://thefinancialtap.com/landing/try#