Things Are Getting Interesting
- Posted by Leigh Drogen
- on June 11th, 2010
Things are starting to get interesting here. I’m seeing more quality setups cross my screens as relative strength names form nice bases while the major indices chop around the last few weeks. Up until yesterday, I had zero interest in being involved in this market on the long side, but this morning I started to feel the tug.
In the back of my mind I know that it’s not smart to get involved in this market, it’s still broken, there are so many issues, including some important technical hurdles that need to be overcome. But only price pays, and you need to pay attention to what the market is telling you. We may be in a bottoming process right now on the intermediate term time frame.
The key is to have an open mind to any scenario, and be prepared to get long when the time comes. Build your lists carefully.
Here is the laundry list of stuff that I want to see happen to start taking long positions again.
The $EURUSD needs to get back above 1.215 and hold there for a day or two, at least.
The $SPY needs to get back above its 20 day moving average and put in a large volume move to the upside.
Tech needs to lead on the upside for a day or two.
The long bond $TLT needs to break down.
Several equity sectors need to break their downtrend lines from the past five or six weeks.
Once again, my gut tells me we roll back over and break support at $SPY 104.50, but I’m prepared to get long and make some money if the market allows.
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Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
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