coolhand's Account Talk

[coolhand]

I don't think it matters all that much regarding institutional investors. Not when the CB is printing on scale never before seen (liquidity). That significantly skews a lot of market data. Also, my trading perspective has evolved over the years I became more aware of how the game is really played. There are also online news sources that help give a much more accurate picture of what we might expect. It has become a matter of synthesizing this data to get a sense of reality. Breadth is a key indicator that helps us see how many boats are being lifted. NAAIM is another key indicator given they are smart money.

How this answers the mail. :smile:

Hi Coolhand! Thank you for the great analysis and charts! I read your posts every day and your insights are invaluable.

I was looking back at some of your old posts (from a few years ago) and remembered how you used to mention how liquidity and institutional investors affected the market quite heavily. I never really could figure how to best gauge what the institutional investors are doing. You had mentioned stocktiming.com but link no longer works. Do you rely on breadth for this now and does it weigh much in your decisions to enter or exit market?

Thanks again and Best Wishes to you! :smile:

 

[DreamboatAnnie]

Hi Coolhand! Thank you for the great analysis and charts! I read your posts every day and your insights are invaluable.

I was looking back at some of your old posts (from a few years ago) and remembered how you used to mention how liquidity and institutional investors affected the market quite heavily. I never really could figure how to best gauge what the institutional investors are doing. You had mentioned stocktiming.com but link no longer works. Do you rely on breadth for this now and does it weigh much in your decisions to enter or exit market?

Thanks again and Best Wishes to you! :smile:

 

[coolhand]

The market showed its resilience yet again today, as early losses were either reduced or erased by the close.




We can see that the S&P fell modestly in today's trade, but the DWCPF tacked on gains.



Breadth rose, which is a good sign for the bulls (given early weakness).

This evening, the CBOE is bullish. TRIN is neutral and TRINQ is bearish.

NAAIM was relatively unchanged and remains solidly bullish. They are not expecting any downside surprises (outside of normal selling activity).

The indicators remain bullish, which keeps me in the bull camp.

 

[coolhand]

It was another win for the bulls today.




Both charts are sporting fresh highs.

This evening, the CBOE is bullish. TRIN is bullish, while TRINQ is neutral. Breadth is bullish.

The signals tell me to look for more upside. I remain bullish. NAAIM reports tomorrow.

 

[FAAM]

Wow... so far today you are "spot on" man. Hope this upside carries the day, the week... tho I only have a modest amount of TSP skin in the equities game, every little bit helps.

 

[coolhand]

The market gave us a mixed close today, but showed its resilience in the process as the averages erased much of early losses.

This evening, the CBOE is neutral. TRIN and TRINQ are leaning bullish. Breadth dipped, but remains bullish.

The signals suggest the market tries to move higher tomorrow. I remain bullish.

 

[hotwings]

CH,

We appreciate you analysis and comments!

 

[Scout333]

Thanks Cool! Your comments are a must read for me! One of the first things I look for on the TSP site!

 

[wahinepio]

Right now the trend is up. If you're worried about the collapse, the best insurance is to stockpile ammunition.

wahinepio, how did you ever find that site? That company is located in Finland.

Bullitt: we have internet in Hawaii, but what we DON'T have is ammo... heeeeelp *

 

[nnuut]

The bulls had another great week, last week. The selling pressure from 2-3 weeks ago is now a distant memory as price plumbs new highs.

View attachment 45433
View attachment 45434

The charts look great!

For Monday, the CBOE is neutral as are TRIN and TRINQ. Breadth remains bullish.

The bulls got great news last Thursday, when NAAIM reported an increase in bullishness as we head into the new week.

I remain bullish.

I would like to reiterate my long term view that the financial system is headed for major changes in structure. Some might interpret that as almost synonymous with a market crash. While that is something that may occur at some point, focusing on that would miss the point completely. And it is also possible that a crash (as we've known them) may not happen in the way they've occurred in years past. The key terminology is "change in structure".

I do not know exactly what that change may be, though I have a good idea where it would start. I also do not know the timeline, though the process has been ongoing for some time now. Those of you who have been listening to the X22 Report are ahead of the game in this regard. And I am seeing indications that this site has gained a huge following as folks continue to learn about it. Some of you have contacted me in the past to thank me for pointing you in that direction. This is my main reason for being on this board. I am simply trying to help folks gain an understanding of things the MSM won't tell you (primarily financial) while hopefully helping to increase your TSP net worth in the process.

YEP!

 

[coolhand]

The bulls had another great week, last week. The selling pressure from 2-3 weeks ago is now a distant memory as price plumbs new highs.




The charts look great!

For Monday, the CBOE is neutral as are TRIN and TRINQ. Breadth remains bullish.

The bulls got great news last Thursday, when NAAIM reported an increase in bullishness as we head into the new week.

I remain bullish.

I would like to reiterate my long term view that the financial system is headed for major changes in structure. Some might interpret that as almost synonymous with a market crash. While that is something that may occur at some point, focusing on that would miss the point completely. And it is also possible that a crash (as we've known them) may not happen in the way they've occurred in years past. The key terminology is "change in structure".

I do not know exactly what that change may be, though I have a good idea where it would start. I also do not know the timeline, though the process has been ongoing for some time now. Those of you who have been listening to the X22 Report are ahead of the game in this regard. And I am seeing indications that this site has gained a huge following as folks continue to learn about it. Some of you have contacted me in the past to thank me for pointing you in that direction. This is my main reason for being on this board. I am simply trying to help folks gain an understanding of things the MSM won't tell you (primarily financial) while hopefully helping to increase your TSP net worth in the process.

 

[Happy_Trails]

Right now the trend is up. If you're worried about the collapse, the best insurance is to stockpile ammunition.

wahinepio, how did you ever find that site? That company is located in Finland.

Honestly, for every piece like this, you can find another that counters it with a bullish outlook. Better not to bet the farm or your retirement account on opinion pieces about market collapses. Google Paul B. Farrell as an example or the Hussman Group.

 

[Bullitt]

If that's where it's headed, better move to G for the next 5 years.

Right now the trend is up. If you're worried about the collapse, the best insurance is to stockpile ammunition.

wahinepio, how did you ever find that site? That company is located in Finland.

 

[Happy_Trails]

Not sure how anyone can be bullish if they believe we are headed for a scenario like the one described in wahenepio's post. If that's where it's headed, better move to G for the next 5 years.

 

[coolhand]

https://gnseconomics.com/en_US/2020/02/10/the-stages-of-the-collapse/

Cool, You've been sounding the horn for some time. This certainly has my attention. It's causing me considerable thought. Seem plausible to you?

I've watched many videos from many knowledgeable (and inside) professionals. This article captures many of the same themes I've heard elsewhere, but does do a great job of laying out the possible framework. It's very plausible. We are headed to uncharted territory, but there is a plan(s) of execution that is playing out that I believe will attempt to minimize the impact, which could be significant even if it's minimized.

I expect much better times for those of us who are not in the "club". But the transition to get there needs to be crossed.

 

[wahinepio]

https://gnseconomics.com/en_US/2020/02/10/the-stages-of-the-collapse/

Cool, You've been sounding the horn for some time. This certainly has my attention. It's causing me considerable thought. Seem plausible to you?

 

[coolhand]

We got a mixed close today, with the S&P dipping a bit and the DWCPF adding to its upside gains. We did see the market show its resilience by coming back from negative territory at the open.

The CBOE has not posted. TRIN and TRINQ remain neutral. Breadth remains bullish.

NAAIM came in bullish. The smart money is not looking for weakness.

I remain bullish.

 

[pmaloney]

Great news! Thanks Coolhand. :smile:

 

[coolhand]

Not surprisingly, today's NAAIM sentiment reading saw a decrease in bearish positions and now goes from a neutral reading back to a bullish reading.

 

[coolhand]

Any bulls out there tired of winning yet? :smile:

It was more of the same today. The S&P and DWCPF continue to rise.

This evening, the CBOE is bullish once more. TRIN and TRINQ are neutral.



You can see from the chart that breadth is rising and making new highs.

I have no bad news if you're a bull.

You get the impression this could go on for some time yet. And it might (pullbacks notwithstanding).

I remain bullish. NAAIM reports Thursday. Let's see if the bears among them flipped bullish.