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7/18/23 Too Much Buying?

News:

The market struck a decisively bullish tone on Monday. After a weak open, buyers pushed prices higher right up until the closing bell.

All the indexes closed in the green…

  • Dow Jones +0.2%
  • Nasdaq +0.9% 
  • S&P 500 +0.4%
  • Russell 2000 +1.0%

Sector Round Up

The sectors revealed the winners and the losers. 

5 of the 11 sectors ended Monday in the green.

At the top…

  • Technology (XLK) +1.3%
  • Financials (XLF) +1.0%
  • Consumer Discretionary (XLY) +0.4%

At the bottom…

  • Healthcare (XLV) -0.5%
  • Real Estate (XLRE) -0.9%
  • Utilities (XLU) -1.2%

Telecom Tanking

Shares of AT&T (T) and Verizon (VZ) are falling. 

Both gave about 7% during Monday’s session, and both are trading at multi-year lows.

Worker with lead-covered cables 1918 / WSJ

While they have both been trending lower for some time, a recent Wall Street Journal article revealed that the companies have buried thousands of miles of “lead-covered cables,” which are contaminating groundwater.

  • A slew of downgrades have followed
  • We are steering clear—no trade

Technicals: 

The Market is overbought.

The S&P 500 is flashing a warning signal…

SPY Daily Candles – Chart by thinkorswim

History tells us that overbought conditions can’t be maintained.

We are avoiding new positions and looking to book profits in the summer rally.

A dip is coming, but we can’t say when.

Here’s your latest readout…

Timing:

We are in a seasonally bearish time.

While our long-term outlook is bullish, we expect sideways action and maybe even a drawdown soon.

The overbought conditions coupled with the season suggest the summer peak is near—if it’s not already in.

Watchlist:

*Low Float
^Open Position

*GREE support at $8
*BBIG resistance at $2.50
*GP support at $4
ZIMV support at $12
RVYL support at $1.40
SIFY on watch
EYPT support at $10 / $11
^CIFR support at $4.50
^OSTK support at $30, resistance at $32.75
UPST on watch
GDRX support at $7
ADVM support at $2
QSI support at $3

Secondary watchlist—float 100+ million

SEEL support at $1.40
EVLV support at $6
CAVA support at $46
RGTI support at $1.60 / $2
ACHR support at $5
LTCH on watch
RXRX resistance at $14

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