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Michael Clark

Michael Clark
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  • Deere lower on 2015 equipment sales guidance [View news story]
    Deere: sales down, revenues down, buy-backs up, earnings-per-share beat estimates, stock soars. This has been going on for years. Real financial journalists would report this. But we have no journalists any longer. We have employee journalists who report what their bosses demand: sunnyside up; "look on the brighter side of life" journalists.

    Hard to hear the truth these days. Keep the shadow down. Bright-side only.
    Nov 26, 2014. 03:12 PM | 1 Like Like |Link to Comment
    Yes. Time Magazine's conclusion was that 'they were the commitee to save the world'. That would not be my conclusion. Self-serving politicians, feathering their own nests. Rubin and Summers made millions by driving Clinton's plan to sell the world out to the Banks on Wall Street. Greenspan made millions later by engineering a housing bubble, that John Paulson shorted, making billions -- then Paulson hired Greenspan to reward him.

    We both know that greed runs this world. One generation seemed to benefit from the housing bubble; but now another generation is being held prisoner by it; and several other generations (unborn) will get to pay for the trillions that have been 'printed' in order to try to keep housing prices where they are, so the one generation that benefited won't see their one-time benfit vanish for ever -- which is the only thing that will save their children's generation -- the vanishing of the fixed game in housing, and on Wall Street.
    Nov 26, 2014. 03:09 PM | Likes Like |Link to Comment
    I agree with you absolutely. I have been trading stocks for many decades. And the system I have developed worked wonderfully, giving accurate signs of tops and bottoms.

    But such analysis is much more difficult now, since the system is rigged to rise. Any attempt at a correction is countered by those who have endless resources. And I'm sure they tell themselves that they are saving the world. It has become their job to 'save the world'...remember the Time Magazine cover back in 98 (I think: The Committee to Save the World, Greenspan, Rubin, Summers).

    I even think FED QE was done with an agreement from Japan and Britain and the EU that they would all participate in some form of group hug sequential QE. Of course, we can see where it has led Japan, this EU logic.
    Nov 25, 2014. 10:04 PM | 1 Like Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    "Always" is always. "Almost Always" is a different story.

    Dec 1, 2006 : 63.28
    January 5, 2007 $56.31
    February 2, 2007 $59.02
    March 2, 2007 $61.64

    "Usually" seems more appropriate. A little modesty is a good thing.
    Nov 25, 2014. 12:52 AM | 1 Like Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    Every day the majority falls deeper into depression. The landlord class raises rents; and the FED protects housing prices. This is the number one cause of our depression. Land/home costs. These need to be cut in half. Deflation would do that -- and that's why the ruling class can't let it happen. Because they would lose money if if did. The Housing Bubble ruined life in much of America -- and for nearly all young Americans. Protecting housing bubble prices is a crime against the majority of Americans -- against the majority of world citizens. It also cripples the economy, as a higher and higher % of wages now is needed to pay mortgages/rents. Many Americans to protect their mortage, rent costs had to go on food stamps. The FED is protecting housing costs to protect the banks -- we understand that. But in the process they are condemining young Americans to a life without a home (unless they live with their parents). And they (the FED) are essentially spending future American earnings to protect the debt of Americans who overbought what they could afford.

    We don't need higher wages as much as we need housing costs cut in half -- and FED inflation goals to be dropped. The Business Cycle will eventually lift us up again if the government gets out of the way.

    I love and share your concerns, ideas, and imagery, Seeking Truth.
    Nov 24, 2014. 08:25 PM | 1 Like Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    OIL ETF:
    9/23/2008: 63.57
    1/6/2009: 26.41
    2/19/2009: 15.55
    4/18/2009: 19.21

    Oil does not always rally in Jan-Feb. It often does. But in the time frame above, the US Dollar was roaring higher. The dollar is anti-oil. When the dollar rise, oil falls; when the dollar falls, oil rises.
    Nov 24, 2014. 08:16 PM | Likes Like |Link to Comment
  • China ready to cut rates again [View news story]
    Stall tactics. Keeping hell in the future a bit longer.
    Nov 24, 2014. 01:27 AM | Likes Like |Link to Comment
  • China ready to cut rates again [View news story]
    Yes; but hell is also loose in America and Europe -- with a lag time admittedly. When it finally gets here, it will stay here for a long time.
    Nov 24, 2014. 01:26 AM | Likes Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    The Oligarchs will fight deflation in all aspects because they own the most money, and they will fight deflation to the bitter end. The consumer will oblige willingly with their credit cards, and this will go on indefinitely until an inflection point is reached, and nobody knows when that will occur for sure.
    That said, things do indeed look extremely shaky to me on the debt front, as I have previously stated many times, and the defaults could easily ripple around the world as has been suggested here and elsewhere.
    Have never used margin debt , and never will, and those using it don't grasp the danger they are in. A great time to avoid all unnecessary unproductive debt.
    That kind of debt ultimately makes cowards and paupers of us all.
    You are right about this.
    Nov 24, 2014. 12:28 AM | 1 Like Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    Acually, oil is being obliterated by a strong Dollar this time, perhaps not as a cyclical supply-demand story. The FED has been using QE and ZIRP of late to try to weaken the Dollar, which is deflationary by nature toward commodity prices. If the Dollar is just at the beginning of a Bull Market, oil will go down harder and deeper. It won't come back in December. The higher the Dollar goes, the harder the developing currencies fall. And the more deflation is transfered from Asia, Europe, UK, America.

    It will not be as easy for the FED to crucify the Dollar without QE. They may want to. They clearly are already trying to talk the dollar down. But the US is talking about higher interest rates, and everyone else is lowering interest rates. Looks like a recipe for the dreaded deflation sweeping the globe.
    Nov 24, 2014. 12:23 AM | 1 Like Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    Economy is a complex system, with balance points: 1992 balance on the way up; 2010 balance on the way down. 1995: balance on the way up; 1974: balance on the way down. 1920-1929: balance on the way up; 1938: balance on the way down.
    Nov 24, 2014. 12:15 AM | Likes Like |Link to Comment
  • Is Deflation Coming To America? [View article]
    Deflation is God's judgment turned on the greedy. Reflation: 1983-1992. Inflation : 1992-2001; Disinflation 2001-2010. Deflation: 2010-2019.

    Past Deflation seasons: 1938-1947; 1974-1983. Horrific destruction of matter. This one will be even worse, because there is so much more matter (debt) to destroy.
    Nov 24, 2014. 12:11 AM | 1 Like Like |Link to Comment
  • The end of China's economic miracle? [View news story]
    Dogma? Science is a dogma also. Do you worry about losing your way in the language of science. Of course, one does have to learn (re-learn) the language of religion and myth. And our scientific method has taught us to repress the old metaphorical language of myth, in favor of the exactness of science -- but, in the process, we have cut ourselves off from nature's patterns. Isolate a phenomenon; study it in isolation; and you lose the knowledge of that phenomenon's patterns and connections. Why are we so isolated as a Western culture? Because the 'god' we worship involves such heavy isolation. In fact, it is a complex, an illness, when viewed from the other side, because it involves a willful breaking up of wholeness into broken parts, isolated facts -- which are only facts is the isolated state.

    Collapse of the wave function to create matter; collapse of the object function to reconnect with the wave function.
    Nov 23, 2014. 10:33 PM | Likes Like |Link to Comment
  • The end of China's economic miracle? [View news story]
    Masters of both worlds, sequentially. Not knowing flows into its opposite. But not knowing is part of the path of cleansing, unlearning, unknowing, so that the alchemical rebirth process begins. One has to understand this sequentially, stages of filling up (one world) and emptying out (the other). Of course, it is paradoxical, because filling up with material knowledge IS emptying out of spiritual knowledge, and the empting out of material knowledge IS the filling up with anti-matter, which is another more scientific name for spiritual knowledge.

    In fact, the matter-antimatter drama that science is beginning to understand is the old religious dichotomy that religion has always known and described -- and which science has of late fought tooth-and-nail, separating these as the 'real' world and 'the world of superstition'. 2001 is the densest reality of matter in this latest cycle of this dual drama and 2019 will be the densest reality of anti-matter as such. The 'material agents' rule the day-cycle expansion of matter (1983-2001) and the 'immaterial agents' rule the night-cycle expansion of antimatter (2001-2019), which is also the contraction of matter. Note the forces of antimatter have a 'job' or 'duty' of destroying the 'corrupt world' recently built by the forces of matter: ISIS, and other Islamic extremists and manifestations of this anti-matter force, as was communism in the 1965-1983 Night-Cycle, as was fascism (Nazi and Japanese) during the earlier 1929-1947 Night-Cycle.

    The forces of matter and antimatter evolve the world. The first force builds the world; and the next force destroys the world, so that the first force can build a better model the next time the Day comes around again. Day is the time of active build in the material world; Night is the time of inactivity in the material world and active building in the dream world -- and attention to dreams means that energy is abstracted from material reality. Indeed, at night, when one sleeps, the material world absolutely vanishes, and is 'not real'.

    Eyes open; eyes closed. Oh, what a difference. During Day-Cycles, material agents wake and immaterial agents sleep. During Night-Cycles, material agents sleep and immaterial agents wake. This was what Oswald Spengler meants when he wrote "Apollo's hour is high noon, when great Pan sleeps"...

    In fact, Spengler's writing is full of esoteric truths:

    "But even the Germanic gods and heroes are surrounded by this rebuffing immensity and enigmatic gloom. They are steeped in music and in night; for daylight gives visual bounds, and, therefore, shapes bodily things. Night eliminates body; day (eliminates) soul. Apollo and Athene have no souls. On Olumpus rests the eternal light of the transparent southern day; and Apollo's hour is high noon, when great Pan sleeps."

    Night is antimatter; Day is matter. High-Noon is the apex of matter (2001, 1965, 1929...); Midnight is the apex of antimatter (2019, 1983, 1947...)

    Apollo is the White Sun, an aspect of Jupiter in myth; and Pan is the Black Sun, asn aspect of Saturn in myth. Apollo is the god of Civilization; Pan/Saturn is the god of Nature.
    Nov 23, 2014. 10:04 PM | Likes Like |Link to Comment
  • The end of China's economic miracle? [View news story]
    RM13: When the abstraction from the material world begins, it is a long road in, and a very long road back out again.

    From a book of elegies I wrote in 1987:


    Abstract the dream and you will have an abstract feeling,
    Not dream,
    Not really powerful in its heritage.

    Abstract the dream, and make it a subject of psychological exercise,
    And you will have nothing,
    No dreamy cape to make you fly,
    No golden key to undertake the silent quest
    Into renewal.
    But something arid and incapable of evoking imagery of sustenance.
    Silent, arid parameters of knowledge.
    The dream describes, by its nature, the non-parameter of thought,
    Of sight,
    Of dwelling, questing, capability beyond description,
    Or, at least, beyond limited description.
    Layers of meaning,
    As an ocean has levels and caps and caps within levels.
    Speak of it as psychology, and you limit its scale,
    Rope off its unilateral scope,
    So that you can talk of it with some certainty
    Of being understood.
    When you speak of it as God,
    There are no limits any longer;
    There is not certain translation;
    There is no objective understanding
    Which negates the feelings it equates,
    Through evocation.

    Abstract the dream, and render it useless,
    And you will abstract your own godhood,
    And render it impotent to act in the face of danger.
    In the face of spiritual want, and physical fear and de-rigor.
    Abstract the dream and render the soul without armor
    And without prayers and without love and without feeling.
    Abstract the dream and render speech without voice
    And prose without poetic conception.

    Abstract the dream, and give the body no soul,
    And give the spirit no body in which it might act,
    To render its impotent right
    Something more than mere words;
    To deliver it from frustration.
    Nov 23, 2014. 05:30 PM | Likes Like |Link to Comment