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Hoarding of cash due to Egypt's 6 consecutive days

Top Day Recommendations

January 31

Protests in Egypt entering their sixth day have led to a hoarding of cash. Fears of unrest spreading

to oil producing nations produced a spike higher in prices Friday for the oil complex. As some

progress in the Egyptian situation seems ultimately possible, the price eased back by $1.40 from the

spike high just in the first six hours of trade last night. Stocks were under pressure early Sunday

night but bounced back. January 31st is a strong seasonal for higher equity prices for a one day

holding period. The Yen is seeing sporadic flight to quality buying.

Week of January 31 - February 04

Date ET Release For Actual estimated Consensus Prior Revised

From

Jan 31 08:30 Personal Income Dec 0.8% 0.5% 0.3%

Jan 31 08:30 Personal Spending Dec 0.7% 0.6% 0.4%

Jan 31 08:30 PCE Prices - Core Dec 0.1% 0.1% 0.1%

Jan 31 09:45 Chicago PMI Jan 65.0 65.0 66.8 68.6

Feb 01 10:00 Construction Spending Dec -0.5% -0.5% 0.4%

Feb 01 10:00 ISM Index Jan 57.5 58.2 58.5 57.0

Feb 01 15:00 Auto Sales Feb NA NA 3.90M

Feb 01 15:00 Truck Sales Feb NA NA 5.56M

Feb 02 07:00 MBA Mortgage Purchase Index 01/28 NA NA -12.9%

Feb 02 07:30 Challenger Job Cuts Jan NA NA -29.0%

Feb 02 08:15 ADP Employment Change Jan 150K 150K 297K

Feb 02 10:30 Crude Inventories 01/29 NA NA 4.84M

Feb 03 08:30 Productivity-Prel Q4 2.0% 2.2% 2.3%

Feb 03 08:30 Unit Labor Costs Q4 0.0% 0.0% -0.1%

Feb 03 08:30 Initial Claims 01/29 410K 425K 454K

Feb 03 08:30 Continuing Claims 01/29 3900K 3925K 3991K

Feb 03 10:00 Factory Orders Dec -0.5% -0.7% 0.7%

Feb 03 10:00 ISM Services Jan 57.5 57.0 57.1

Feb 04 08:30 Nonfarm Payrolls Jan 125K 150K 103k

Date ET Release For Actual estimated Consensus Prior Revised

From

Feb 04 08:30 Nonfarm Private Payrolls Jan 140K 163K 113k

Feb 04 08:30 Unemployment Rate Jan 9.6% 9.6% 9.4%

Feb 04 08:30 Average Workweek Jan 34.3 34.3 34.3

Feb 04 08:30 Hourly Earnings Jan 0.1% 0.2% 0.1%

Current views, speculations and suggestions

good till close of business today. These are strictly technical in nature

only, not fundamentally based or biased.

Legend:

P is positive

N is Negative

PRD is Potential Trend Reversal Day

S2 is strong support

S1 is good support

DS is Daily Support

DR is Daily Resistance

R1 is Good resistance

R2 is Strong Resistance

S1, S2, R1, R2 change once, weekly, so DS can be below weekly support

levels and DR can be above weekly resistance levels as a week of trading

unfolds

Levels are for the most active futures contract.

DAILY SUPPORT AND RESISTANCE

Trend S2 S1 DS DR R1 R2

Emini

S&P N 1251.50 1261.50 1261.5 1290.50 1290.50 1309.50

Emini NQ P 2210.50 2239.00 2273 2246 2315.50 2363.00

Yen P 119.47 120.61 120.91 122.3 122.46 123.17

EC P 134.11 135.97 135.44 137.08 137.30 138.51

10 year P 119.11 120.08 120.14 121.15 121.20 122.07

30 year P 118.23 120.03 119.15 120.29 122.06 123.05

Soybeans N 13.34 13.66 13.87 14.18 14.28 14.58

Corn PRD 6.255 6.34 6.38 6.54 6.57 6.71

Gold P 1310.7 1326.3 1316 1355 1368.2 1394.5

Silver N 25.70 26.83 26.81 28.54 28.56 29.16

Copper P 412.50 423.90 430.5 442.4 443.80 452.20

Mar

Crude N 83.50 86.50 86.39 91.00 91.10 92.73

Sugar P 33.49 34.46

**************

N.B.: if you initiate a trade using ANY of these

numbers use a STOP at least equivalent to 2 ½%.

Repeat: use Stops. Don’t think about using Stops.

Use Stops. Some find it appropriate to look at the

margin requirement and use that as a Stop or if

it’s a steep initial requirement, use half. But

whatever you do, stop thinking about any other

alternative and use Stops.

********************************************

Futures trading entails considerable risk and is not for

everyone. An account can lose more than its initial investment.

Stops are not necessarily filled at the stop level. Past

performance is not a guarantee of future results.

 

Charles Kespert

***********************

HYPOTHETICAL PERFORMANCE RESULTS HAVE

MANY INHERENT LIMITATIONS, SOME OF WHICH

ARE DESCRIBED BELOW. NO REPRESENTATION IS

BEING MADE THAT ANY ACCOUNT WILL OR IS

LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR

TO THOSE SHOWN. IN FACT, THERE ARE

FREQUENTLY SHARP DIFFERENCES BETWEEN

HYPOTHETICAL PERFORMANCE RESULTS AND THE

ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY

ANY PARTICULAR TRADING PROGRAM.

ONE OF THE LIMITATIONS OF HYPOTHETICAL

PERFORMANCE RESULTS IS THAT THEY ARE

GENERALLY PREPARED WITH THE BENEFIT OF

HINDSIGHT. IN ADDITION, AL TRADING DOES NOT

INVOLVE FINANCIAL RISK, AND NO

HYPOTHETIOTHETICAL TRADING RECORD CAN

COMPLETELY ACCOUNT FOR THE IMPACT OF

FINANCIAL RISK IN ACTUAL TRADING. FOR

EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR

TO ADHERE TO A PARTICULAR TRADING PROGRAM

IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS

WHICH CAN ALSO ADVERSELY AFFECT ACTUAL

TRADING RESULTS. THERE ARE NUMEROUS OTHER

FACTORS RELATED TO THE MARKETS IN GENERAL

OR TO THE IMPLEMENTATION OF ANY SPECIFIC

TRADING PROGRAM WHICH CANNOT BE FULLY

ACCOUNTED FOR IN THE PREPARATION OF

HYPOTHETICAL PERFORMANCE RESULTS AND ALL

OF WHICH CAN ADVERSELY AFFECT ACTUAL

TRADING RESULTS.