Market Currents

• Today - Thursday, December 24, 2009

• 10:26 AM Sector ETF strength: Silver– SLV +1.8%. Gold– GLD +1.5%. Steel– SLX +1.5%. Real Estate– IYR +1.2%. Coal– KOL +1.2%. Gasoline– UGA +1%. Oil– USO +1%. Semis– SMH +1%.
  Weakness: Healthcare Providers– IHF -0.4%. Biotech– BBH -0.4%. Comment!

• Wednesday, December 23, 2009

• 10:33 AM Sector ETF strength after one hour: Heating Oil– UHN +4.4%. Gasoline– UGA +3.6%. Oil– USO +2.8%. Gold Miners– GDX +2.6%. Commodities– GSG +2.1%. Internet– HHH +1.7%. Silver– SLV +1.3%. Commodities– DBC +1.3%.
  Weakness: Solar– KWT -1.3%. Telecom– IYZ -1.2%. Commercial Banks– KBE -1.2%. Agribusiness– MOO -1.1%. Transports– IYT -1.1%. Steel– SLX -1.1%. Comment!

• Monday, December 21, 2009

• 10:04 AM Sector ETF strength early on: Healthcare Providers– IHF +3.3%. Oil Services– OIH +2.1%. Semis– SMH +1.7%. Solar– KWT +1.6%. Regional Banks– RKH +1.4%. Solar– TAN +1.6%. Energy– XLE +1.4%. Retailers– XRT +1.5%. Agribusiness– MOO +1.4%. Biotech– BBH +1.3%. Steel– SLX +1.3%.
  Weakness: Gold Miners– GDX -1.6%. Livestock– COW -0.6%. Comment!
• 09:44 AM Global steel production rose 24.2% in November year-on-year to 107.5M tons, WSA says, led by a 37.4% gain in China. Month-on-month, production was down by about 5M tons, the first sequential drop in more than half a year. SLX +1.3%. Comment!

• Thursday, December 17, 2009

• 15:21 PM Sector ETF strength: Homebuilders– XHB +0.1%.
  Sector ETF weakness: Gold Miners– GDX -5.4%. Gold– GLD -3.3%. Agribusiness– MOO -2.7%. Silver– SLV -2.7%. Steel– SLX -2.4%. Basic Materials– IYM -2.3%. Comment!
• 13:23 PM Sector ETF weakness: Gold Miners– GDX -5.3%. Gold– GLD -2.9%. Agribusiness– MOO -2.8%. Silver– SLV -2.6%. Coal– KOL -2.5%. Steel– SLX -2.4%. Solar– KWT -2.3%. Basic Materials– IYM -2.3%. Gasoline– UGA -2%. Comment!

• Monday, December 14, 2009

• 15:15 PM Sector ETF strength: Solar– TAN +2.7%. Steel– SLX +1.8%. Basic Materials– IYM +1.7%. Transports– IYT +1.6%. Real Estate– IYR +1.6%. Healthcare Providers– IHF +1.6%.
  Sector ETF weakness: Internet– HHH -1.2%. Gasoline– UGA -0.9%. Heating Oil– UHN -0.4%. Agribusiness– MOO -0.3%. Comment!

• Friday, December 11, 2009

• 14:00 PM Sector ETF strength: Homebuilders– XHB +1.5%. Utilities– XLU +1.4%. Livestock– COW +1.1%. Steel– SLX +1%. Retailers– XRT +1%.  Industrials– XLI +1%.
  Sector ETF weakness: Gold Miners– GDX -2.1%. Silver– SLV -1.5%. Gold– GLD -1.3%. Semis– IGW -0.8%. Oil– USO -0.8%.  Comment!
• 10:34 AM Sector ETF strength after one hour: Steel– SLX +1.4%. Retailers– XRT +1.3%. Utilities– XLU +1%. Homebuilders– XHB +0.9%. Cons. Discretionary– XLY +0.9%. Agribusiness– MOO +0.9%.
  Sector ETF weakness: Silver– SLV -1%. Gold– GLD -0.9%. Gold Miners– GDX -0.5%. Oil– USO -0.5%. Regional Banks– RKH -0.3%. Comment!

• Wednesday, December 9, 2009

• 15:25 PM Sector ETF strength: Steel– SLX +2.3%. Gold Miners– GDX +2.2%. Coal– KOL +1.9%. Oil Services– OIH +1.4%. Basic Materials– IYM +1.3%. Broker/Dealers– IAI +1.1%.
  Sector ETF weakness: Heating Oil– UHN -3.6%. Gasoline– UGA -3.2%. Oil– USO -2.5%. Commodities– GSG -2.1%.  Comment!
• 13:22 PM Sector ETF strength: Coal– KOL +0.8%. Steel– SLX +0.8%. Pharma– PPH +0.3%. Gold Miners– GDX +0.5%. Basic Materials– IYM +0.3%. Broker/Dealers– IAI +0.2%.
  Sector ETF weakness: Heating Oil– UHN -3.3%. Gasoline– UGA -3%. Oil– USO -2.9%. Silver– SLV -2.6%. Commodities– DBC -2.1%. Comment!
• 11:01 AM Sector ETF strength: Gold Miners– GDX +2.8%. Steel– SLX +1.8%. Coal– KOL +1.6%. Oil Services– OIH +1.4%. Silver– SLV +1.3%. Gold– GLD +1.2%.
  Weakness: Solar– KWT -1.1%. Internet– HHH -1.1%. Retailers– XRT -1%. Solar– TAN -1%. Comment!

• Tuesday, December 8, 2009

• 15:39 PM Sector ETF strength: Commercial Banks– KBE +0.3%. Healthcare Providers– IHF +0.1%. Regional Banks– KRE flat.
  Sector ETF weakness: Gold Miners– GDX -4.1%. Silver– SLV -2.9%. Oil Services– OIH -2.9%. Steel– SLX -2.9%. Gold– GLD -2.2%. Coal– KOL -2.1%. Comment!
• 13:54 PM Sector ETF strength: Healthcare Providers– IHF +0.4%. Regional Banks– KRE +0.1%.
  Sector ETF weakness: Gold Miners– GDX -3.2%. Oil Services– OIH -2.3%. Steel– SLX -2.2%. Silver– SLV -2%. Coal– KOL -1.7%. Energy– XLE -1.6%. Comment!
• 10:32 AM Sector ETF strength after one hour: Real Estate– IYR +0.5%. Healthcare Providers– IHF +0.3%. Regional Banks– KRE +0.3%. Commercial Banks– KBE +0.2%.
  Weakness: Gold Miners– GDX -2%. Steel– SLX -1.9%. Retailers– RTH -1.6%. Gasoline– UGA -1.4%. Energy– IYE -1.2%. Commodities– GSG -1.2%. Coal– KOL -1.2%. Silver– SLV -1.1%. Retailers– XRT -1.1%. Energy– XLE -1.1% Comment!

• Monday, December 7, 2009

• 13:25 PM Sector ETF strength: Solar– KWT +4.3%. Telecom– IYZ +2.4%. Clean Energy– PBW +2.1%. Healthcare Providers– IHF +2%. Agribusiness– MOO +1.9%. Steel– SLX +1.6%.
  Sector ETF weakness: Silver– SLV -0.9%. Gasoline– UGA -0.9%. Oil– USO -0.9%. Broker/Dealers– IAI -0.6%. Regional Banks– RKH -0.6%. Real Estate– IYR -0.6%. Heating Oil– UHN -0.5%. Comment!