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Thursday, February 23, 2023

IDIOCY DEFINED

 

“If financial markets were a person!!”

Who’s up for a QUINTUPLE REVERSAL day? … no you say, that can’t and

doesn’t happen? … well, feast your eyes on yesterday’s “Spoos” trading action

where we got just that! … welcome to the casino, where EVERYTHING is

possible.


I realize Japan was closed last night cuz of “Emperor’s Day”, just one of the

hundreds of Holidays enjoyed by the Japanese … but does that mean the entire

world goes with ‘em? … seriously, overnight some of the softest ranges and

trading activity you can ever hope to see … with all that’s going on in the world

today, how can this be? … do people not care anymore or did they simply run

out of money?


I noted yesterday, it doesn’t really matter what you got up on your screen, and

that’s true … when the “Spoos” are quiet, everything is quiet … one of the pairs

I have always been fascinated with is GBPCAD … 1) it’s not the YEN on the

denominator, 2) USDCAD is a North American market, meaning it trades through

the London Fix and goes until the NYSE close at 4 PM EST, and 3) it’s always had

pretty decent and CONSISTENT VIX … not usually too hot nor cold when it comes

to ranges and trading action … the key here, is the total cost to trade it and can

the LP’s give you honest & fair fills … in the past, when Turnkey was around,

getting fair fills was a problem, a big problem … and the spreads were definitely

higher with Turnkey by about 1.5 - 2.0 PIPS … however, since Coinexx has taken

over Turnkey, their spreads are easily below 1 PIP most days … on news of

course, when SHTF they will jack higher, but that happens with everything, not

just FX, and not limited to Coinexx.


Is this “Worldwide Vacation Day” … outside of a little trading in the “Spoos”,

where we’ve just crossed into reversal territory to the downside, nothing else

seems to want to trade at all … FX pairs and crosses simply D.E.A.D. … I’m

watching GBPCAD, and for the last 4+ hours, this cross hasn’t got a 25 PIP range

… what’s going on? … well, outside of nothing! … now a little movement into the

New York afternoon … GBPJPY after hitting a new high for the year a couple of

days ago, is down again, and it’s been a slow walk down the hill ever since

… very tough trading conditions not made any better with Japan being closed.


Over in “Stock Bellies”, a quick feed the Chipmunks at the open [natch], and

also everybody that thinks NVIDIA is gonna take “Stonks” higher … that lasted

about 20 minutes, and since then it’s been a move to new lows, almost straight

down with only very brief rallies … as I stated in previous blogs, I don’t feel

comfortable giving COINEXX volume lots that are necessary to trade the “Spoos”

… I don’t care what they say, we’ll get butchered worse than a fat hog … we can

however trade the DOW30, and that’s what I’m watching … I’d like to see more

range, cuz lately New York session ranges have been awful … the current 20 Day

Range MA for the NY session is over 400 index points, but that is skewed to the

upside by a few big range days [thanks to the FED & CPI], and an awful lot of

shit days … it’s closer to 300 than 400, but no matter, it simply needs more

consistent action minus the nuclear blowups … the spread has been OK, but the

trading action hasn’t … today’s “Trading Ratio” [TR] barely above 3, which is

acceptable [but not ideal], and I’d like to see it somewhat higher above 4

… currently on the daily chart coming into important support around the 32,700

area … if that gives way, it could lead to a very nasty sell off … quite frankly, over

the last few days, I’ve been keeping “powder dry” and not taking the buy signals

in the DOW30 from the algorithm when the Heiken Ashi Smoothed [HAS] has

been pink/red … the gains small, and the red spikes from Hell show up and take it

all away in seconds … pushing the liquidate button on a red spike down in the

DOW30 guarantees a shit fill … how shitty a fill depends on how deep the red

spike, and some of them can get mighty deep … mighty deep! … one thing I

will note, though, is that the HAS does a great job of tracking short term price

behavior … when it’s pink/red, the market has a tough time rallying and stalls

around the pink/red zone of the HAS … likewise, when the HAS is blue, there’s

support and “wind at your back” for rallies on small breaks that turn higher

… when the line is breached and slope color changes, you can get some nasty

m1 moves very quickly.


Right now, U.S. “Stock Bellies” are in the grip of 1) specs being positioned too

long, which leads to selling, 2) lost hope of the Lounge Lizards anytime soon

pausing or pivoting on rates, and 3) somewhat baffling hotter macro economic

numbers that IMHO are pure bullshit … and until this streak lower runs out of

steam on the downside, you got to be very careful in your trading … I will remind

readers, that if you just don’t get whacked in the back “6” of the “88/6/6”

paradigm, you back the ship up to carry away the money … ignore this advice,

and the back “6’ can take months, if not years of gains away faster than Biden’s

brain turning to mush … that’s pretty quick! … historically, what we need to see

is some kind of “capitulation” on the NYSE open, and then prices going higher

into the afternoon and close … so far that’s been completely absent … I don’t

necessarily need to see it before I trade the DOW30, but I would like to see it

happen soon enough to get us out of the back “6” … first, though, we need

better action via conditions, and that starts with CONSISTENT VIX … normal

DOW30 range in the NY session over 450 - 500+, and a TR >4 … no worries, it’ll

be here soon enough!


Meanwhile over in ETHUSD, that market is bedeviled with spikes from Hell that

distort pretty much everything … both up & down it makes no difference … they

come out of nowhere, and have been going nowhere, but if you get caught in any

of them you’re toast … you’ll have to make an enormous additional amount of

trades, AND BE PROFITABLE ON ALL OF ‘EM, just to make up for one trade that

went bat shit crazy [BSC] in seconds or a couple of minutes … and it’s been

happening far too regularly for my taste … again today to the downside by about

$20 - $30 in less than 2 minutes … then goes “Loser Formation” straight

sideways afterwards … this leaves me cold … ICE COLD! … gold & crude oil are

simply dead and at present not worth looking at or bothering with unless you

need losses.


No trades today for the PAMM, but that will change shortly … today was the first

halfway decent day in “Stock Bellies”, and although not ideal, was on the side of

“acceptable” … I have no idea what has caused this shortening of ranges and

dampened VIX … maybe 0DTE options and OPEX, but I doubt it .. given the news

flow, both domestic and foreign, “Stock Bellies” should be exploding with volume

& volatility … and yet, it’s been eerily absent, with only today seeing some pickup

… I don’t think either the “Spoos” or NDX100 is gonna work for us at Coinexx

with the PAMM … 1) I don’t trust them, 2) their CFD sizes are too small, thus

making my order size too large for them to fill fairly and honestly … and I don’t

want to get screwed by these LP thieves on a “big order” [that really isn’t] … the

DOW30 is a different story, and at least so far with Coinexx, my trades have been

OK in terms of fills and latency, and the trade size is normal for the industry at

1 * the index.


Algorithm buy signals in the DOW30 have been excellent, although when ranges

are small and tight profits aren’t nearly the same … you just have to be paranoid

about spikes from Hell and stop runs, and where the spread is … lately [since the

merger with Turnkey], the spread has been a consistent 2 - 3 index points, with

somewhat slow days seeing 2, and more volatile days seeing 3 … hopefully, now

that the DOW30 has broken out of that very tight 3+ week range, we can get back

to normal, and I can resume trading it … the “Profit Yacht” is ready to sail!

… onto tomorrow.


… OUTTA HERE … “The future’s so bright I need 2 pairs of sunglasses 😎😎,

and my own Brinks armored truck” 💓!! … Onward & Upward!! 


-vegas



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