Why Smart Money Knew This Bounce Was Coming

Feb 2, 2022

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S&P 500 Index Daily Chart

S&P 500 Index Day by day Chart

Tuesday was one other good session for the because it gained 0.7%, making this third up-day in a row.

Not dangerous given how a lot concern and uncertainty dominated the market solely a handful of classes in the past. However that’s the best way this normally goes. Shares at all times backside and bounce when pessimism is off the charts.

As apparent as that is after the very fact, it at all times catches merchants off guard in real-time. People love to attract trendlines from right here to without end and are fast to imagine that’s the place we’re headed. However that’s not how this works … ever. Cognitively everybody understands markets transfer in waves, however they at all times neglect this very fundamental truth within the warmth of the second.

Fortunately for readers,  of this very factor final week, hours earlier than this massive bounce began:

The factor to recollect about dips is that they don’t bounce till the group turns into satisfied costs are headed decrease. And proper now, the AAII sentiment survey reveals 52% bearishness, placing this stat on the highest ranges in 5 years.

Whereas we’ve hit 50% bearishness a few occasions during the last 5 years, every time that degree turned out to be the capitulation level. Can bearishness get even greater? Positive. However is it the probably consequence? Undoubtedly not.

Even a bear predicting a a lot greater collapse ought to have been anticipating a pointy, near-term bounce. That’s simply how this sport works.

Now that savvy bounce patrons are sitting on a pile of earnings, (you’re a savvy bounce purchaser proper?), it’s time to determine what comes subsequent.

Effectively, if the market strikes in waves and we simply skilled three massive up-days, ought to we be planning on one other three massive up days? After all not.

The time for purchasing has lengthy since handed and now it’s time to shield our earnings. That doesn’t imply we have to pull the plug. However on the very least, we needs to be shifting our trailng stops as much as the decrease to mid 4,400s.

Possibly January’s selloff is lifeless. Possibly it’s only simply getting began. Both means, my buying and selling plan is prepared for what comes subsequent. I’m holding the bounce and can preserve using this wave greater if that’s the best way it desires to go. But when this bounce fizzles and retreats, I’m completely happy to lock in my earnings and watch for the subsequent bounce.

Whereas bulls and bears are busy arguing over the place the market is headed subsequent, I might be over right here, quietly getting cash irrespective of which means it goes.

Tesla (NASDAQ:) violated the $850 lows final week, triggering our stops. And hours later it bounced properly off of $800 help.

Whereas promoting the $850 dip and shopping for the $800 bounce seems like an pointless train, we do what we gotta do as a result of there was no assure $800 help was going to carry.

Simply ask all the folks that held the momentary dip underneath $1,200, $1,100, $1k, and $900. These poor homeowners are nonetheless ready for his or her “imminent” bounce.

As an impartial dealer, my best power is the nimbleness of my measurement. I’d a lot fairly get out too early than maintain too lengthy. Shopping for again in is simple and painless. However hoping and praying for costs to return to the outdated highs? Yeah, that’s not really easy or fast.

However now that TSLA is again above $850, transfer our stops up and see the place this goes.

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