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CGTS THURSDAY: TRADE WAR BLUES

May 31, 2018 8:34 PM ET|Includes: Biogen Inc. (BIIB), GPRO, TWTR

CGTS THURSDAY: TRADE WAR BLUES

May 31, 2018 8:33 PM ET•GPRO, TWTR, BIIB•Comment!

CLARK'S GATE TIMING SYSTEM

31 May 2018

Stocks took a step back on Thursday, as TRADE WAR animosities dominated the news. PRESIDENT TRUMP pressed for trade tariffs against the EU, Canada and Mexico -- steel and aluminum -- and also suggested a ban on (all?) German luxury cars. Canada pushed for its own 25% tariffs against the US -- on items as large as steel slabs to as small as ink pens and chocolate. Europe responded with threats against the US as well.

DER SPIEGEL, Germany's TIME MAGAZINE, replied with its own poster of the troubles of the era.

Very dramatic. Why would Trump threaten Germany this way? Is he just mean? Or is he responding to 'unfair' trade issues. Looking a little deeper than the headlines we find:

There's a 10% import tariff for U.S. cars going into Europe and just a 2.5% import tariff for European cars coming into the U.S. The White House could level those tariffs, matching Europe's 10% or possibly going even higher. A similar relationship previously existed between China and the U.S. However, China recently lowered its automotive import tariff from 25% to 15%.

Ok; let's all squirm on the count of 3.

I was participating in a post on IPO's last night, which focussed on GPRO and TWTR. I wrote that TWTR was bullish; GPRO was a continuing BEAR. A reader asked how I KNEW that TWTR was bullish. I told them I would post charts of both for reference today.

GPRO first. I was SHORT for most of last year. I am out now. GPRO is basing, trying to BOTTOM -- but still BEARISH.

And TWTR? A beautiful ascent. Look how TRIANGLE (RED DIGIT BUY) and SUM360 both called the BOTTOM back in MAY 2016. Sure, Sell in May and Go Away. (I will take a closer look at that notion some other time.). It was followed by a BLACK DIGIT -- one can think of this as a middle finger -- that became a TRADING SELL SIGNAL (as SUM360 did not decline, but flatlined) from October 2016 to April 2017 -- then, again, a TRIANGLE BUY that is still in place. If we look only at TWTR, we see that the AXION "Sell in May and Go Away" would have been horrible advice for the last two years.

I read another SA post last night concerning BIOGEN, BIIB. So I looked at the chart. Very nice chart. So I'm posting that also. A nice spot to get back in. Remember, HYBRID ALT requires that SUM360 be rising or stationary at +360 max; and that EITHER COUNT1 SPIN =1 or PROP2.5 SPIN = 1.

NDX is back in M2F ALT OVERBOUGHT territory. What does this mean? PROP2 Spin still positive. COUNTPoint6 still positive. THERE IS A LOT OF PANIC IN THE AIR. FEAR. CHAOS.

We have a few SUM360 changes -- not many yet. VIX is on the list, with ZERO DIFF. It bumped up yesterday; flattened today. But look what the TRIANGLE indicator says about VIX.

Another stock shows up on the SUM360 RISERS list, TWLO, TWILIO.

We're a bit listless today. We have a TRIANGLE2 list. All of these (LONG issues) have switched states (from SHORT or FLAT) in the last month. They are all TRIANGLE LONG and SUM360 LONG.

Ticker	Close	TRIANGLE TRADE 2 TODAY	TRIANGLE TRADE 2 ONE MONTH AGO	Name

BBOX	2.400	Long	Flat	Black Box Cp
BSPM	2.573	Long	Short	Biostar Pharmaceutic
CHKE	0.780	Long	Flat	Cherokee Inc
CLR	67.340	Long	Flat	Continental Resources
DUST	24.110	Long	Flat	Gold Miners Bear 3X Direxion ETF
ERX	38.170	Long	Flat	Energy Bull 3X Direxion
EYES	2.040	Long	Short	Second Sight Cmn
FINL	13.610	Long	Flat	Finish Line Cl A
FL	53.980	Long	Flat	Footlocker Inc
HES	60.420	Long	Flat	Hess Corp
HP	66.380	Long	Flat	Helmerich & Payne
IIIN	31.280	Long	Flat	Insteel Industries
IMMR	15.170	Long	Flat	Immersion Corp
JWN	49.040	Long	Flat	Nordstrom
M	34.905	Long	Flat	Macy's Inc
MNK	16.850	Long	Short	Mallinckrodt Plc Ordinary Share
MRO	21.430	Long	Flat	Marathon Oil Corp
NBL	35.700	Long	Flat	Noble Energy Inc
PERY	27.500	Long	Flat	Perry Ellis Int
RETL	36.670	Long	Flat	Retail Bull 3X Direxion
SCHN	31.150	Long	Flat	Schnitzer Steel A
SMCI	24.100	Long	Flat	Super Micro Computer
TG	23.850	Long	Flat	Tredegar Corp
VIVE	2.660	Long	Short	Viveve Medical
VVUS	0.755	Long	Flat	Vivus Inc

No new signals so no charts.

I was going to make this a PORTFOLIO REVIEW day -- and then stocks tanked, taking some shine off the project. But here is out NEW HYBRID SYSTEM PORTFOLIO. Note, TWO SYSTEMS here, HYBRID and HYBRID ALT. Issues with MJC in the column are issues in my TRADING PORTFOLIO also. The portfolio is up 4.5% since 5/14/28, and annualized 124.56% -- a nice feature of the NEW PROT-TA GOLD software (Macintosh only).

Ticker	Close	P&L	ROI	Annualized ROI	Comment	COUNT1 EMV PROP2.5 HYBRID	HYBRID ALT	Sales Date	Name

TSRO	45.770	$665.00	6.84%	138.68%		Flat	Short	5/31/18	Tesaro Inc
DPW	0.640	$2,210.00	20.99%	510.70%		Short	Flat		Digital Power Corp
CGIX	0.960	($275.00)	-2.67%	-54.22%		Short	Short		Cancer Genetics Inc
VRML	1.030	($307.00)	-3.00%	-547.50%		Short	Short		Vermillion Inc
LPCN	1.180	$720.00	7.09%	143.70%		Short	Short		Lipocine Inc
IZEA	1.510	$2,550.00	25.25%	542.08%		Short	Flat		Izea Inc
FRTA	8.670	$12.00	0.12%	2.34%		Short	Flat		Forterra Inc
ZOES	9.080	$235.00	2.37%	431.72%		Short	Flat		Zoe's Kitchen Inc
HTZ	15.095	$1,143.00	11.21%	227.23%		Short	Flat		Hertz Global Holdings Inc
GASX	19.200	$181.50	1.69%	34.26%		Short	Short		Direxion Natural Gas Bear 3X
TECS	23.770	($36.00)	-0.34%	-6.85%	MJC	Short	Flat		Technology Bear 3X Direxion
BRZU	24.340	($83.50)	-0.75%	-135.97%		Short	Short		Direxion Brazil Bull 3X
NUGT	25.230	$73.00	0.79%	143.53%	H ALT	Flat	Short		Gold Miners Bull 3X Direxion ETF
WAGE	46.650	($950.00)	-8.87%	-190.40%		Short	Short		Wageworks Inc
XTNT	5.740	$143.75	10.45%	346.83%		Short	Short		Xtant Medical Holdings Inc
INCY	68.270	($157.50)	-1.56%	-31.67%		Short	Short		Incyte Corporation
INDL	76.990	$264.00	2.23%	50.98%		Short	Short		India Bull 3X Direxion
AGN	150.800	$208.00	2.08%	42.14%		Short	Short		Allergan Plc
BLUE	179.050	($101.75)	-1.02%	-20.74%		Long	Long		Bluebird Bio Cmn
TECL	135.950	($44.80)	-0.47%	-9.50%		Long	Long		Technology Bull 3X Direxion
TTWO	112.080	($208.80)	-2.03%	-41.12%	MJC H ALT	Flat	Long		Take-Two Interacti
W	92.350	$821.75	7.73%	201.65%		Long	Flat		Wayfair Inc
FAS	64.170	($708.00)	-6.85%	-138.93%		Long	Long		Financial Bull 3X Direxion
MU	57.590	$207.10	1.93%	44.01%	2 MJC	Long	Long		Micron Technology
ARNA	45.720	$20.00	0.22%	4.44%	MJC	Long	Long		Arena Pharmaceutical
COUP	53.380	$463.00	4.61%	152.81%		Long	Long		Coupa Software Inc
TRHC	54.550	$863.00	8.67%	287.53%		Long	Long		Tabula Rasa Healthcare Inc
TQQQ	55.890	$31.50	0.27%	5.46%		Long	Long		Ultrapro QQQ Proshares
MIDU	48.010	$166.50	1.57%	31.74%		Long	Long		Direxion Mid Cap Bull 3X
JWN	49.040	$713.00	6.98%	231.64%	MJC	Long	Long		Nordstrom
MRTX	42.500	$1,375.00	14.86%	301.43%		Long	Long		Mirati Therapeutics
FL	53.980	$2,465.50	22.43%	744.31%	MJC	Long	Long		Footlocker Inc
YUMC	39.300	($34.50)	-0.28%	-50.94%	H ALT	Long	Long		Yum China Holdings Inc
RETL	36.670	($262.75)	-2.47%	-82.07%	MJC	Long	Long		Retail Bull 3X Direxion
PERY	27.500	$0.50	0.07%	2.41%	MJC	Long	Long		Perry Ellis Int
DUST	24.110	$90.75	0.96%	175.78%	H ALT	Flat	Long		Gold Miners Bear 3X Direxion ETF
MTSI	22.550	($247.50)	-2.38%	-48.28%		Long	Flat		Macom Technology S
HZO	23.450	($135.00)	-1.26%	-25.61%		Long	Flat		Marinemax Inc
SMCI	24.100	$225.00	2.12%	42.96%		Long	Long		Super Micro Computer
TG	23.850	$645.50	6.47%	214.79%	MJC	Long	Long		Tredegar Corp
ZAGG	15.200	($33.00)	-0.33%	-7.48%		Long	Flat		Zagg Inc
GDXS	14.380	$70.00	0.77%	140.68%	H ALT	Long	Long		Ultrashort Gold Miner Proshares
IMMR	15.170	$266.00	2.64%	481.56%	H ALT	Long	Long		Immersion Corp
HCLP	13.600	($37.50)	-0.37%	-7.43%		Long	Flat		Hi-Crush Partners LP
DDD	12.360	$112.00	1.15%	23.23%		Long	Flat		3D Systems Corp
CRK	11.500	$2,464.00	24.19%	490.52%		Long	Flat		Comstock Resources
KERX	5.260	($798.00)	-7.39%	-158.76%		Long	Flat		Keryx Biopharm Inc
VKTX	9.990	$9,553.00	91.75%	2,391.97%		Long	Flat		Viking Thera Cmn
TTI	4.220	($855.00)	-8.26%	-167.51%		Long	Long		Tetra Technologies
CYH	4.090	($742.50)	-7.47%	-151.40%		Long	Flat		Community Health Systems
BBOX	2.400	($1,132.00)	-11.11%	-289.68%		Long	Long		Black Box Cp
BSPM	2.573	$172.00	1.70%	34.46%		Long	Long		Biostar Pharmaceutic
VIVE	2.660	$393.00	3.91%	712.89%		Long	Long		Viveve Medical
NOG	2.710	$2,250.00	22.62%	458.77%		Long	Long		Northern Oil and Gas
EYES	2.040	$495.00	4.62%	93.59%		Long	Long		Second Sight Cmn
TWMC	1.100	($1,200.00)	-12.00%	-243.33%		Long	Long		Trans World Entert
OTIV	1.290	$0.00	0.00%	0.00%		Long	Flat		On Track Innovations
CHKE	0.780	$60.00	0.52%	10.45%		Long	Long		Cherokee Inc
VVUS	0.755	($487.00)	-4.07%	-134.92%		Long	Long		Vivus Inc
Avg	32.420	$398.16	4.05%	124.56%

We had one EXIT SIGNAL in our C1SPIN SUM360 SYSTEM: VIVE, SHORT COVER. Gain of 56.08%. VIVE, of course, is also a TRIANGLE2 BUY SIGNAL: RED SPIKE BUY SIGNAL + Sum360 RISER.

Our C1 SPIN Sum360 PORTFOLIO is up only 1.12%, which is 109% annualized.

Ticker	Close	Comment	P&L	ROI	Annualized ROI	C1 PROP1 360 HYBRID	Name

CAAS	4.550		($292.50)	-2.94%	-71.57%	Short	China Automotive Sys
CVS	65.990		($34.50)	-0.35%	-8.51%	Short	CVS Corp
ONS	0.940		$110.00	1.04%	126.79%	Short	Oncobiologics Inc
BBOX	2.400	MJC	($1,125.00)	-11.11%	-270.37%	Long	Black Box Cp
COUP	53.380		$380.00	3.69%	89.81%	Long	Coupa Software Inc
DUST	24.110		$103.50	0.96%	175.78%	Long	Gold Miners Bear 3X Direxion ETF
ILMN	272.440		$159.60	1.49%	36.17%	Long	Illumina Inc
IMMR	15.170		$273.00	2.64%	481.56%	Long	Immersion Corp
PERY	27.500	MJC	$161.25	1.59%	41.41%	Long	Perry Ellis Int
SMCI	24.100		($100.00)	-1.03%	-187.37%	Long	Super Micro Computer
TG	23.850	MJC	$832.50	8.41%	219.24%	Long	Tredegar Corp
TRHC	54.550		$832.00	8.26%	200.89%	Long	Tabula Rasa Healthcare Inc
VIVE	2.660		$400.00	3.91%	712.89%	Long	Viveve Medical
VOX	82.580		($88.75)	-0.85%	-20.74%	Long	Telecom Services ETF Vanguard

Avg	46.730		$115.08	1.12%	109.00%

Our QUANT TRADE PORTFOLIO is up 2.08% in several days, annualized at 291.54%.

Ticker	Close	P&L	ROI	Annualized ROI	QUANT TRADE	Name

VRML	1.030	$0.00	0.00%	0.00%	Short	Vermillion Inc
BAS	13.210	$377.00	3.79%	691.19%	Short	Basic Energy Services
BRZU	24.340	$0.00	0.00%	0.00%	Short	Direxion Brazil Bull 3X
SMCI	24.100	$42.50	0.42%	50.69%	Long	Super Micro Computer
IMMR	15.170	$841.00	8.28%	1,007.38%	Long	Immersion Corp
VIVE	2.660	$0.00	0.00%	0.00%	Long	Viveve Medical

Avg	13.418	$210.08	2.08%	291.54%

We will try to do a PORTFOLIO REVIEW at least once a week.

Be well.

MJC

CGTS

Disclosure: I am/we are long MU, TTWO, TXN.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Disclosure: I am/we are long MU, TTWO, TXN.