Author: Kevin Klombies

The ‘decade theme’ is based on the idea that the markets keep repeating similar trends from decade to decade. On the face of it this would mean that getting a handle on ‘the trend’ should get easier since...

Both the U.S. Dollar Index (DXY) and the price of the U.S. 30-year T-Bonds were lower in trading yesterday. The equity markets rose in response.The Ragin’ Cajun, Jim Carville, once said that, “I used to think if...

We are going to head off in a new direction today. We actually didn’t intend to follow this line of thought when we started setting things out but sometimes these things just happen. The argument is that there is a certain...

We often show rather dramatic comparisons and then, after a time, relegate them to the trash bin once the expected outcome fails to occur. For a change of pace today we thought that we would return to just such an argument. We...

One of our basic views is that the direction of the trend for yields serves to define the health of the cyclical theme. In other words when yields are rising money tends to move towards the economically sensitive sectors while...

We have a rather strange assortment of views with respect to the markets. One of these has to do with when trend changes are likely to show up. For the purposes of today’s issue we will call this point in time ‘the...

With the U.S. markets closed yesterday we are going to start off today with the same chart that we used on Monday. We are going to present a somewhat different spin on the argument however.The markets are working through a...

The markets continue to face conflicting cross currents as negative pressure from European credit downgrades butts into the potential for positive pressure from quarterly earnings reports. Once again the markets appear to be...

We are going to take another swing at the argument that we led off with in yesterday’s issue. No particular reason to do so aside from the fact that we already had the charts set up. Below is a comparison between the CRB...

We are going to show a chart comparison that we ran a week or two back and then expand the argument somewhat using a chart that we probably haven’t shown in these pages for close to a year. The combination of the two...