Rabu, 01 Februari 2023

[Read This] My quick update on the Fed

Let's look at the three big markets after Powell's latest move
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Hey, It's Jack,

Wednesday, 2:04 pm

Fed. Chairman Powell just raised interest rates by 0.25 percent.

This was expected. The Dow Jones was down 378 and went up about 50 points after Powell opened his mouth.

Now that the rate hike has been announced, the market will focus on earnings and especially guidance.

Here's why…

Guidance during an earnings call is now the key component. Investors don't want just good earnings; they want to know the future.

Consider this…

When Microsoft reported earnings on Tuesday, its shares had a big swing in the after-market hours.

The stock closed at 242 and went as high as 254 in the after-hours session, and it was all based on numbers.

A little over 2 hours later, when Chief Financial Officer Amy Hood starts giving guidance suggesting revenue will slide, the stock dropped to 240.

That is a 14-point drop based on guidance.

Microsoft's valuation shifted by more than 100 billion dollars in a matter of hours because of guidance.

It doesn't pay to read the numbers; just listen to the guidance.

As far as earnings go, we'll know more Thursday when some major tech companies announce… and give guidance.

Here is an overview of the broad markets (this may help explain why they seem strange)...

Here is the S&P500

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On the far right hand side, you can see It is trading above all three trend points. But the trend points are not in alignment.

Here is the Dow:

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The Dow is bullish because it is above all three trend points, and they are in alignment.

Lastly, the Nasdaq:

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The Nasdaq is still bearish. The Long-Term Trend Point is acting like a ceiling right now.

Lastly here's a bit of what's working now…

  • Selling options
  • Credit spreads
  • Naked Puts
  • Covered calls
  • Short term trades

And being hyperfocused on stocks with good value. Like Google (here's my strategy).

All the best,

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