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Michael Clark

Michael Clark
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  • If We Don't Understand Both Sides Of China's Balance Sheet, We Understand Neither [View article]
    I agree, Michael Pettis for China. Although his writing and principles apply more universally than merely China, although his focus is in Asia

    Edward Hugh for Europe. Although I searched for Mr. Hugh and could not find him. Perhaps he has departed the premises.
    Sep 2, 2015. 06:18 PM | Likes Like |Link to Comment
  • If We Don't Understand Both Sides Of China's Balance Sheet, We Understand Neither [View article]
    Actually, the whole world has taken the same path.
    Sep 2, 2015. 01:40 AM | Likes Like |Link to Comment
  • If We Don't Understand Both Sides Of China's Balance Sheet, We Understand Neither [View article]
    Brilliant writing and understanding, as always, Michael Pettis. You're the top of the line on SA.
    Sep 1, 2015. 10:00 PM | 1 Like Like |Link to Comment
  • Mr. Market Has Been Pushing Chicago Bridge & Iron's Shares Down Too Much [View article]
    It takes many lifetimes of learning.
    Sep 1, 2015. 03:47 PM | Likes Like |Link to Comment
  • Twitter: The Bottom Is In...Again [View article]
    How wrong I was. Don't look now, but the correction has just started.
    Aug 30, 2015. 09:49 PM | Likes Like |Link to Comment
  • Mr. Market Has Been Pushing Chicago Bridge & Iron's Shares Down Too Much [View article]
    James:You might find this article interesting.

    http://tinyurl.com/nzz...
    Aug 30, 2015. 02:24 PM | Likes Like |Link to Comment
  • Mr. Market Has Been Pushing Chicago Bridge & Iron's Shares Down Too Much [View article]
    In the next six months. Some of us will die in the next six months also. CBI will move into the high 20's in the next six months, and will bottom in the low 20's or even the high teens. Eventually IS such an inexact word, isn't it.
    Aug 30, 2015. 02:21 PM | Likes Like |Link to Comment
  • Mr. Market Has Been Pushing Chicago Bridge & Iron's Shares Down Too Much [View article]
    Humorous, I guess. I follow about 700 stocks. So, yes, the vast majority did not given any signals. Are you long CBI? Is that why you are testy?
    Aug 30, 2015. 02:16 PM | Likes Like |Link to Comment
  • CGTS DAILY REPORT: FOR MONDAY 31 AUGUST 2015 -- SELLING TO CONTINUE [View instapost]
    Very good, Alan. It's nice to have some spectro-graphics to use as we said into the future. Early October is pretty soon. It will be interesting to watch. Thanks for commenting.
    Aug 30, 2015. 02:07 PM | Likes Like |Link to Comment
  • CGTS DAILY REPORT: FOR MONDAY 31 AUGUST 2015 -- SELLING TO CONTINUE [View instapost]
    Thanks for your comment, Mr. Clark. I'm on record for a bottom in 2019. So I'll watch your prediction for early 17.

    Best,
    MJC
    Aug 29, 2015. 08:04 PM | Likes Like |Link to Comment
  • Mr. Market Has Been Pushing Chicago Bridge & Iron's Shares Down Too Much [View article]
    I think CBI might go as low as 20 eventually. This latest Bear Rally has ended.

    I'm getting a shortsell signal on CBI for Monday, and for these other issues (one buy signal, an inverse ETF, SRS, Short Real Estate):

    M2F/M4 SHORT CBI
    M2F/M4 SHORT DB
    M2F/M4 SHORT FMCC
    M2F/M4 SHORT FNMA
    M2F/M4 SHORT HMC
    M2F/M4 SHORT ICPT
    M2F/M4 SHORT KSU
    M2F/M4 SHORT LNKD
    M2F/M4 SHORT NSM
    M2F/M4 SHORT OCN
    M2F/M4 SHORT RIO
    M2F/M4 SHORT UAL
    M2F/M4 SHORT VNM
    M2F/M4 SHORT XIN
    M2F/M4 LONG SRS, Short Real Estate ETF

    See the charts of CBI and a few others (and OIL, Bear Rally) in the report below:

    http://seekingalpha.co...
    Aug 29, 2015. 07:01 PM | 1 Like Like |Link to Comment
  • Cheniere Energy: Time To Buy The Drop [View article]
    OIL had a nice rally last week. But it is still bearish. You might find the chart in this report useful

    OIL recent gave a shortsell signal -- but it is still bearish. This suggests there will be another shortsell signal given in the near future. Shortsell signal on these stocks for Monday (one buy signal):

    M2F/M4 SHORT CBI
    M2F/M4 SHORT DB
    M2F/M4 SHORT FMCC
    M2F/M4 SHORT FNMA
    M2F/M4 SHORT HMC
    M2F/M4 SHORT ICPT
    M2F/M4 SHORT KSU
    M2F/M4 SHORT LNKD
    M2F/M4 SHORT NSM
    M2F/M4 SHORT OCN
    M2F/M4 SHORT RIO
    M2F/M4 SHORT UAL
    M2F/M4 SHORT VNM
    M2F/M4 SHORT XIN
    M2F/M4 LONG SRS, Short Real Estate ETF


    http://seekingalpha.co...
    Aug 29, 2015. 06:57 PM | Likes Like |Link to Comment
  • Felix Zulauf: Bottom isn't in yet [View news story]
    Yes. Agree, TK. Shortsell signals coming back for the next Down Wave.

    http://seekingalpha.co...
    Aug 29, 2015. 06:33 PM | 3 Likes Like |Link to Comment
  • Fischer: Global developments may have killed Sept. rate hike [View news story]
    A rate hike would send massive repercussions through the global markets. BUT, the rate hikes are already 14 years late. Delaying them is stupid and gutless. Our leaders are, or appear to me at least...stupid and gutless. Markets are NOT the essence of life, and are not the principes which guide global growth and recession. We have leaders who are trapped in the 'detail world" and have no comprehension of the 'principle world". The 'details' are fascinating, mesmerizing, but they are the effects of the universal principles, not the cause. The 'detail world' is the effect of the 'universal world'.
    Aug 29, 2015. 06:28 PM | 8 Likes Like |Link to Comment
  • CGTS DAILY REPORT: FOR MONDAY 31 AUGUST 2015 -- SELLING TO CONTINUE [View instapost]
    Alan: I think they have changed the laws of nature for the moment -- but as I also say "money (that) was essentially stolen from the future and will create a void in buying in the future. Hence, I'm expecting a serious correction before 2019, which I will describe again at some future point."

    I'm not sure we disagree at all...this serious correction I expect should be roughly a 50% correction.

    We delayed the depression, we did not escape it.
    MJC
    Aug 29, 2015. 06:21 PM | Likes Like |Link to Comment
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