Wednesday, July 15, 2009

Don't Say We Didn't Warn You

Today's broad-based rally was fueled in part by the technology sector and financials. By the close of last Friday our models clearly indicated that there were high chances of a "critical volatility pullback" this week, and we posted that on Sunday.

From Monday to Wednesday, the VIX has dropped 10.7%, the VXO 10%, the VXN 13.4% and the QQV 6%; however, the DJIA has shot up 5.45%, the S&P500 5.8% and the NASDAQ 6%. At first glance, these percentages look alright, nothing out of the ordinary, however there was a divergence from about noon today when after an initial volatility selloff at the start of trading, it quickly started to recover; in fact, the VIX rose by more than 3% closing near it's highs and the VXO ended the day down close to 1%. While many people consider a volatility divergence of this type as been bearish, nothing truly bearish in the long term has come out of volatility and the equity indexes both rising. Actually, even though a volatility rise such as today's allows more room for it to fall further, the VIX close we just mentioned could pose a clear bearish sign in the very short-term.

From the E-mini S&P500 side, it could have found some serious resistance at the mid 920's level it stands today so we would welcome some pullback tomorrow.

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