Wednesday, January 9, 2008

MCM Macro Intraday Trades 1/9/08... 'Just Shorts'

Stocks Discussed: EWS, TM, and TCO...

MCM Trades/Fades
1. Shorting Singapore's ETF (EWS) into the close, $13.40... MCM Trend moving to negative on Singapore. Note to follow...

2. Shorting Toyota (TM) into the close, $105.20... Note to follow.

3. Re-Shorting Taubman Centers (TCO) into the close $$45.11... same thesis; stock is up +2.5% today, giving us another great entry point.

KM
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MCM Themes

Fed Centric/Fed Cut bull case is the Tree; Access to Credit/Capital the Forest... -Nov07'

Rebalancing to the Left; look for Socialism to regain her footing, Globally, in 2008... -Nov07'

Bonds, Banks, and Bailouts; Blue Magic is bad, in the end... -Nov07''US$ Bottoming is a Process, not a Point' -Nov07'

'YouTubing America' - Transparency/Accountability will transform Washington to Wall Street -Dec07'

'Paulson & the Fed Centrists want you to call 1-888-995-HOPE' -Dec07'

'The Double Edged Fear Sword: Fear is now the dominating market factor, not Credit - Fear for Fed Centric Bulls & Consensus Bears alike'-Dec07'

'Global Basic Food Consumption Growth will takeover from the consensus "Its Global this time" Industrial Production Growth story in 2008'-Dec07'

'Litigations & Redemptions' - The Tide has rolled out on the Levered Long Community'-Dec07'

'Long Term Macro Cycle tops are processes, not points' -Jan08'
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MCM Disclosure/Disclaimer: This email and/or blog is for a select group of my friends, and represents a beta test of an idea that i am incubating. My email and blog writings are prepared without regard to the unique circumstances or goals of those who read them. They do not provide investment advice that should be specifically acted upon without considering the all encompassing range of investment information and/or considerations available in the public domain and/or without considering all appropriate professional advice. This should not be considered a solicitation to buy or sell any security or to participate in any investment strategy. The information and editorials in these writings are not necessarily complete or perfectly accurate and are not guaranteed by Keith McCullough or MCM. This information is protected from disclosure and constitute opinions only as of the date of their issuance. Opinions are subject to change without notice, and Keith McCullough or MCM do not accept any liability whatsoever for any losses estimated to be attributable to any use of this content. Keith McCullough and/or McCullough Capital Management, Inc. likely owns and/or is currently trading in all of the securities cited in these emails and/or blogs.

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