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8/25/23 Guess What? … Powell Time

News:

Markets decided NOT to build on or even hold on to Wednesday’s gains during Thursday’s session.

Markets are on edge as Fed Officials gathered in Jackson Hole for the annual symposium.

Photo by the AP

The indexes all closed deep in the red…

  • Dow Jones -1.1%
  • Nasdaq -1.9% 
  • S&P 500 -1.4%
  • Russell 2000 -1.3%

Sector Round Up

Not a single sector escaped Thursday’s selloff. All 11 ended the day lower…

Falling the least…

  • Financials (XLF) -0.4%
  • Materials (XLB) -0.4%
  • Real Estate (XLRE) -1.5%

Falling the most…

  • Communications (XLC) -1.9%
  • Consumer Discretionary (XLY) -2.0%
  • Technology (XLK) -2.3%

Guess Who?

The market is still rewarding winners…

Image from Wikipedia

Appeal producer Guess (GES) soared 26% higher on Thursday. The new 52-week-high stock price was driven by a surprise profit beat and growing guidance.

  • Operating profits in Q2 were 67% higher than forecast
  • Management forecasts growing margins in the next quarter too
  • The surge in stock price added over $250 million in market cap

Technicals: 

The Dow Jones fell right back into oversold conditions yesterday…

DIA Daily Candles – Chart by thinkorswim

History tells us the bottom is likely near … oversold conditions have never been maintained for long periods.

Your latest readout…

Timing:

This morning at 10:05 Eastern, Fed Chair Powell is scheduled to deliver remarks from Jackson Hole.

Expect knee-jerk reactions to nearly every word he utters.

Watchlist:

*Low Float
^Open Position

*HKIT on watch
*GCT support at $12
*HOLO on watch
*TSAT on watch
GRPN support at $12
AAOI support at $14, resistance at $16
PFIE support at $2
ACMR support at $15
ESTE on watch

Secondary watchlist—float 100+ million

MREO resistance at $1.40
VFS
support at $35

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