Old Economy vs. The New Economy

The SPZ has been extremely quiet this morning, but the real action has been in the purchasing of DJIA stocks and selling of technology issues in the NDZ.

The market participants are clearly confused, as the momentum traders rely on the NDZ to judge much of their decisions in the SPZ — clearly this strategy is not working. On the other side, locals have been hurt in this trade because the indices are not moving in concert. This leads to a difficult trading enviroment for the locals.

Now for the rest of the session, I am looking for the possibility of a strong sell-off. Why? I am willing to make the bet that sooner or later the NDZ weakness will spill over into the other markets. The first target area is 1383. If we trade below this level expect a violent move toward 1371. Any settlement below 1383 should be construed as bearish in the short term.

As for the NDZ, we are in dangerous territory, and we may, if the selling persists make a move to 3000.

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