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Archive for the ‘Morning Briefing’ Category

Squawk Morning Briefing: Home on The Range

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Overnight action has come down to test the lower region of our recent range. However, taken as a whole, the decline from highs earlier in the week is not clearly impulsive. Furthermore, while the rise from last Friday’s low appears corrective it does not look complete.
While opening down at […]

Squawk Morning Briefing: The Springsteen Market

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Madman drummers’ bummers and Indians in the summer with a teenage diplomat.
In the dumps with the mumps as the adolescent pumps his way into his hat.
With a boulder on my shoulder feelin’ kinda older I tripped the merry-go-round.
With this very unpleasing sneezin’ and wheezin’ the calliope crashed to the ground.
The calliope crashed to the ground.
-Bruce […]

Squawk Morning Briefing: Euro Under Fire

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The Euro has actually been under fire for months, long before it made a multi-year low in late July. Nevertheless, it has been able to rise from those levels and now is at the point where it is just under the FibGrid fire line, a level we have been watching since just after we […]

Squawk Morning Briefing: Personality Conflict

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It seems that our caution going into Friday’s action was well-founded. The logic behind the warning is pretty simple: in order to keep going down we would have likely been in a third wave which should display distinct personality traits. The rather modest drop at the open wasn’t the dramatic turn downward which […]

Squawk Morning Briefing: Now Is Not The Time for Complacency

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It is easy to feel emboldened just after prices start moving in an anticipated direction. This can be one of the most dangerous times because it is easy to become complacent, comfortable in the belief that the market has been figured out.
This is an environment where we need to be particularly vigilant as we […]

Squawk Morning Briefing: Round Trip Excursion

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Overnight action shows the reason for maintaining distinct wave counts on the cash indices and the futures as the YM had a big overnight bounce only to find itself under Wednesday’s late-day support area. Opening at current levels (from 8:45a EDT) will likely have the DJIA back below the important treeline levels mentioned in […]

Squawk Morning Briefing: Better Lucky than Good

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Back on June 3rd we reviewed our long-term perspective. At that time we suggested that a short-term bottom was near and it appeared the next day. We also suggested that the coming rally would be significant, drawing the DJIA upward to retrace a large portion of the decline from May 1st.
Our […]

Squawk Morning Briefing: The Foolish Things We Say And Do

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As the major U. S. equity indices close in on their highs of the year we feel almost silly pointing out that if those levels are taken out then the wave counts calling for the high to be in are invalid. This fact is so obvious that it’s hard to present it as analysis […]

Squawk Morning Briefing: Sizing Up Character

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This isn’t the first time since the June 1st lows when we have a potentially complete correction. All that means is that the market has satisfied all the requirements needed to view the bounce as over. As the market demonstrated, it doesn’t mean that it is over.
If we are, indeed, […]

Squawk Morning Briefing: Pushing the Limits

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On June 3rd we produced a special expanded DJIA update. At the time we laid out a detailed case supporting the idea that the high was in. Yet we also argued that the initial leg of the decline was likely nearing an end and that we would likely see a sustained […]

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