Market Update for Tuesday, July 18th, 2023

The S&P 500 continued its relentless (now) two-day advance today, curling up in something that bears the hallmarks of a gamma squeeze and/or short-covering rally:

SPX

I have already said this before—that I thought we had seen price action compatible with a buying climax—and I was wrong to say it then, but this nevertheless also feels just like that, a buying climax.

We are seeing sentiment and price action that is compatible with a major high. Now, whether that is right here right now, we will have to see. But, there are a few things I can at least comment on:

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Let’s take a quick look at the Dow. We have this large, macro inverse head and shoulders pattern that I have been extremely skeptical of:

DJI

And from this point, it’s beginning to look like its trying to play out. But, I remain skeptical because of this additional structure we can now see:

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I continue to think that it’s appropriate to look at this as the final leg of a bear market rally before the market begins to price in a probable recession that I think is likely coming. We’re having these short squeezes, I think they like to use “news” like the Microsoft stuff today to try to generate short-covering, and everything I can see remains compatible with a rally that can end at any moment.

I hope everyone has a good evening, and we’ll see what she brings us from here.


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