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10/4/23 Disfunction in DC

News:

Markets opened Tuesday near flat but in the red. After a slight attempt to turn green, sellers overwhelmed the market, and stocks tumbled.

The indexes settle deep in the red…

  • Dow Jones -1.3%
  • Nasdaq -1.9% 
  • S&P 500 -1.4%
  • Russell 2000 -1.7%

This time, chaos in Washington stole the show.

Image from NBC News taken 1/6/2021

Speaker McCarthy was ousted from his post.  The 118th Congress became the first in American history to remove a speaker.

With the House and Republicans leaderless … A November shutdown suddenly seems likely.

Sector Round Up

10 of the 11 sectors closed the day red.

The lone winner…

  • Utilities (XLU) +1.2%

At the bottom…

  • Technology (XLK) -1.7%
  • Real Estate (XLRE) -1.8%
  • Consumer Discretionary (XLY) -2.4%

Technicals: 

The indexes are back to oversold conditions.

The S&P 500 is also at a key support level…

SPY Daily Candles – Chart by thinkorswim

Everything we see suggests this is the bottom. Or the bottom is very close.

Your latest readout…

Timing:

As we quoted yesterday, “October is a great time to buy.”

We are adding to our seasonal swing positions this morning.

And we opened up a new position from the watchlist…

Watchlist:

*Low Float
^Open Position

*IMMX support at $3.75
*SHOT support at $1.40, resistance at $1.55
*GRPN support at $14
*HRTG support at $6
^*GLBS support at $1.80
GIII support at $24, resistance at $25

Secondary watchlist—float 100+ million

TAL support at $8

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