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T2108 Update: Have Momentum Stocks Died?

Published 04/07/2014, 12:36 AM
Updated 07/09/2023, 06:31 AM
AUD/JPY
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US500
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QQQ
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GOOGL
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ISRG
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NFLX
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ORLY
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CMG
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LNKD
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P
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FUEL
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SPLK
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YELP
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JOold
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TWTR
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GOOG
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MSCIEF
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T2108 Status: 61.8%
VIX Status: 14.1
General (Short-term) Trading Call: Short (fade rallies)
Active T2108 periods: Day #189 over 20%, Day #38 over 50%, Day #6 over 60%, Day #2 under 70% (underperiod)

Commentary

From the headlines and tweets I am seeing, the market narrative has fully accepted that momentum stocks have died (or are dying, depending on your perspective). Friday, April 4, 2014 was a replay of the carnage seen when 50DMAs were getting sliced like so much butter. Now 200DMAs are getting violated on many momentum stocks. 200DMA breakdowns signal the potential end of uptrends, not just short-term pullbacks.

It is interesting to see how the narrative shifts to fit the market mood. When momentum names were unstoppable, the narrative molded to the action and rationalized that investors are paying up for strong growth. Since nothing fundamental has changed to explain the sudden plunges, the narrative remolds to fit what is happening: suddenly, investors and traders no longer want to pay up. A Reuters article titled “Momentum names may see more pain” is a classic example of this process of molding narratives to follow the market action (what I also charitably call technical analysis disguised as fundamental analysis!).

The first paragraph plunges right into the supposed explanation:

“After their worst week in several years, high-flying stocks that defied gravity throughout 2013 look like they’re in for more punishment. The reason: Despite the plunge, they still look overvalued.”

In a later section called “Oversupply,” we are told: “Since stocks like Netflix carry valuations far above most of the market, some investors are reluctant to buy them now.”

These claims of course beg the question: if these stocks are still overvalued after this sell-off, and given the stock prices are lower than when investors were eagerly buying, why were investors buying them in the first place? The article gives no direct answer, but the implicit explanation comes from the quotes of several analysts. Basically, these stocks are falling out of favor because, well, because they are falling.

From Mike O’Rourke, chief market strategist at JonesTrading: “There’s value somewhere, but since these things aren’t being traded off typical valuations, you can’t go by those metrics, and it’s more about when do you find that stability.”

From Kim Forrest, senior equity research analyst at Fort Pitt Capital Group: “For momentum stocks to work, you need people to believe they can go higher.”

The ultimate irony is that Friday’s big sell-off came on a day when the U.S. government released jobs numbers that were just as good (or bad depending on your perspective) as so many others before it:

“The declines have come at a time when investors overall are seeing a general improvement in economic figures, including Friday’s nonfarm payrolls data, which showed strong job gains in March and more people moving into the labor force.”

Given this backdrop, paying attention to the technicals becomes more valuable than ever. From the time I started flagging the shift in behavior in mid-March, the technicals have told us everything we need to know about the market’s willingness to change the narrative.

The next irony will come as the market finally accepts/concludes that momentum stocks are dead. Next will come a realization that perhaps the market has topped. That moment should finally deliver an oversold period in the stock market that will create one of the better buying opportunities we have seen since the market was last oversold in June, 2013.

It has been 189 trading days since the the market was last oversold (T2108 below 20%). The projected performance for the S&P 500 (SPY) after the end of a 198-day 20% overperiod is 9-10%. To-date, the S&P 500 is up 18.6% for the current 20% overperiod. A 10% gain from the last oversold day on June 24, 2013 puts the S&P 500 at 1730.3. A drop from the current level of 1865 to that point would deliver a 7.2% correction, “close enough” to the long anticipated 10% correction. I have generated these numbers to provide rough parameters for a more extended sell-off. Note well that I will not be surprised if the market churns for months to come before this top gets an exclamation point.


T2108 Over 20Pct

S&P 500 Performance By T2108 Duration Above the 20% Threshold

While I suspect a more extended sell-off is finally on its way, the confirming signals that I have monitored have still not all converged to sing with one voice. Here is a quick review of the holdouts with charts following the list. Each one finally showed important signs of weakness on Friday.

  • The Australian dollar (FXA) remains strong. However, the commodity-driven currency faded hard against the Japanese yen (FXY) on Friday. Further selling will finally deliver a confirming signal.
  • Emerging markets as represent by iShares MSCI Emerging Markets (EEM) faded just like AUD/JPY. When it gapped up on Friday, I thought it was providing non-confirmation of Friday’s risk-based selling. Now, follow-through selling will finally deliver a confirming signal of bearishness. The strength in emerging markets has been one of the most bewildering non-confirmations. I like a trading strategy here that uses call and put options as EEM is likely to sprint far and fast in whatever direction it is heading under these increasingly volatile conditions. EEM is already up 7.1% in the current 2-week sprint.
  • Home builders as represented by iShares US Home Construction (ITB) were early in the current sell-off. I found it hard to be bearish on the market when home builders were trading strongly. When I finally conceded that their strength had ended, my mind was much freer to see the other bearish developments unfolding in the market. In the last week, home builders experienced a nice relief rally. They even rallied briefly on Friday only to reverse and close near flat on the day. Like AUD/JPY and EEM, further selling from here will provide a confirming signal for the bears.


AUD/JPY

The Australian dollar finally showed some weakness against the Japanese yen

EEM

Until Friday, emerging markets behaved oblivious to the on-going carnage in risk-related equities

ITB

Home builders enjoyed a nice relief rally that may have finally ended on Friday

One final holdout is the volatility index, the VIX. The VIX sprinted higher from multi-month lows on Friday, but it remains firmly encased within two months of churn. I do not get excited about the VIX until it closes above the 15.35 pivot. Note that recent history has demonstrated that such a move will be the beginning of the end of a VIX rally. Hopefully this time around, it will be part of a drive to oversold levels.


VIX

The VIX has not yet confirmed the current unfolding bearishness

The S&P 500 (SPY) flipped the script on my mid-March call of a top for a few precious days. However, Friday’s new all-time high leading to a subsequent sell-off below that mid-March high all but confirms a top is in.


S&P 500

The S&P 500 fades hard from a fresh intraday all-time high

The even larger drop from the sky on the NASDAQ (NASDAQ:QQQ) provides even more convincing evidence that upward momentum has come to an end.


NASDAQ

The NASDAQ continues to lead the market downward as momentum wanes

This sell-off continues to create some fascinating and very trade-able charts. I wish I could post every single one that has caught my attention. I will let the pictures speak for themselves in this small sample. Hopefully some of you have been able to catch some of the most spectacular of the trades I have followed in recent weeks.

When looking at any of these charts, pay careful attention to the following mileposts: behavior around the 50 and 200DMAs, position relative to the last earnings cycle (most momentum stocks have completely reversed those last set of monster gains), dominant trends, position relative to Bollinger Bands® (BB) (trading well beyond them is unsustainable in the short-term but confirms the “ferocity” of an existing trend), and the filling of important gaps. In some cases, tests and retests are trade-able for a short-term bounce although waiting for confirmation is the more standard trade.

NFLX

Netflix Inc (NASDAQ:NFLX) is headed to a very critical retest of converging signals

GOOG

Google (O:GOOGL) (GOOG.O) has followed-through on its bearish failure at its 50DMA resistance

CMG

Chipotle Mexican Grill (NYSE:CMG) still clings valiantly to its momentum status

ISRG

Intuitive Surgical (NASDAQ:ISRG) has experienced a lively revival. But even ISRG could not maintain the trade above the upper-BB past three days (a typical swing trade duration)

LNKD

LinkedIn (NYSE:LNKD) is one of the longest standing sell-offs among the momentum class. So Friday’s accelerated exit COULD transform into a type of crescendo bottom.

TWTR

Twitter Inc (NYSE:TWTR) seems destined to test its post-IPO lows. Its insane run-up in December, 2013 is a distant memory. But if TWTR follows through on its potential and promise, this sell-off could be a unique buying opportunity.

JO

iPath DJ-UBS Coffee TR Sub-Idx ETN (JO) survived an important test of its major breakout

SPLK

Splunk Inc (SPLK.O) remains the poster child of the collapse in momentum

FUEL

A very critical test of post-IPO lows Rocket Fuel Inc. (FUEL.O) – someone turn on the jets!

P

Look closely and you can see Pandora Media Inc (NYSE:P) printing a head and shoulders top as its breakout ends again

YELP

Yelp Inc (NYSE:YELP) nicks its 200DMA support for the first time in a year

ORLY

If momentum continues failing O’Reilly Automotive (NASDAQ:ORLY) SHOULD fill its latest earnings gap up. But…

ORLY-montly

…ORLY is one momentum stock that is simply untouchable! If only our portfolios were full of automatic, long-term winners like this one!

Daily T2108 vs the S&P 500

T2108 Daily

Black line: T2108 (measured on the right); Green line: S&P 500 (for comparative purposes)
Red line: T2108 Overbought (70%); Blue line: T2108 Oversold (20%)

T2108 Weekly

Be careful out there!

Full disclosure: long SSO puts, long LNKD shares and calls, long TWTR shares and calls, long FUEL, long YELP calls (Note well that these positions are left over after closing out almost all my bearish positions into Friday’s deep plunge. The trading call remains bearish but to fade rallies, NOT chase downward momentum).

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