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Current Market Comment



A Wall Above 11,000

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In our last market comment letter we warned about resistance above a Dow of 11,000. Instead of the market “climbing a wall of worry” it hit a wall. Our 62% upside projection for the 14,198 – 6,470 Dow decline was 11,261 (the actual high was 11,258). Our upside projection for the 1,576 – 666 S&P 500 decline was 1,266 (the actual high was 1,220). Pretty close. It appears to us that as we said in our #570 Investment Strategy Letter “Just like a spring can only spring up so far (after being pushed down) so it is with a market that seems to be running out of energy”. We continue to believe there is more downward risk, than upside potential.

We believe the Intermediate Trend of the market has now turned to Down. That means that instead of buying setbacks, use rallies to sell or buy short ETFs. Continue this strategy until the market either breaks above the April 2010 highs or reaches support as follows: Our downside projection for the Dow (before it reaches support) is 8,900 to 8,225. For the S&P 500 is 966 to 894 and for the NASDAQ is 1,900 to 1,750

We expect continued volatile markets causing “Buy and Hold” philosophies to be replaced with “Buy Low, Sell High” or Sell High, Buy Low strategies. We believe properselection and market timing are the better investment strategies. For many, more flexible ETFs (Exchange Traded Funds), long or short, have replaced mutual funds.

 

Current Value
Dow
NASDAQ
S&P 500
10,734
2,358
1.152

Current Trends

DJIA

NASDAQ

S&P 500

Short Term

Up

Up

Up

Int. Term

Sideways

Sideways

Sideways

Long Term

Sideways

Sideways

Sideways

 

Forecasted Trends

DJIA

NASDAQ

S&P 500

Short Term

Up

Up

Up

Int. Term

Down

Down

Down

Long Term

Sideways

Sideways

Sideways

 

Breakout Points

DJIA

NASDAQ

S&P 500

Short Term Up (Resistance)

11,258

2,535

1,220

Short Term Down (Support)

 

10,000/9,684

2,316/2,140/2,040

1,149/1,072/1,029

Int. Term Up (Resistance)

11,258

2,535

1,220

Int. Term Down (Support)

 

9,262/8,087

50% 8,900

62% 8,225

1,727/1,598

50% 1,900

62% 1,750

878/832

50% 966

62% 894

Long Term Up (Resistance)

12,896/14,198

2,861/4,256

1,256/1,576

Long Term Down (Support)

6,470

1,268/1,108

666

 

May 10, 2010

 

-- Carl Birkelbach


ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST
This report has been prepared from original sources and data we believe reliable but make no representations as to the accuracy or completeness. Birkelbach Investment Securities, Inc., its affiliates and subsidiaries and/or their officers and employees may from time to time acquire, hold or sell a position in the securities discussed in this report, we may act as principal for our own account or as agent for both the buyer and the seller.

Past performance is no guarantee of future success. Also, while the above suggested prices are as listed on our reports and the sell dates and prices are as issued by our research department, our brokers operate independently and as each individual client has a unique risk tolerance level, the above list should not be deemed as a representation of our clients purchases and sales. Some of our suggestions are volatile and speculative. Therefore, these stocks are only for those investors willing to assume risk. In addition, there may not be enough information available in these reports to make an informed decision. Upon request, we will supply additional information. Purchases should not be made until enough information is obtained and risks understood.

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