Author: Kevin Klombies

In recent weeks we have focused on the similarities between the current situation and 2008 and then pushed on with our argument that, in fact, the set up is almost exactly the opposite of that time period. The problem with our...

We have been running comparisons to 2008 in recent issues. Given that the second half of 2008 was rather… messy… we thought it might be a good idea to show a few of the current similarities.In essence one can break...

If we had it to do all over again we would probably have reversed the order of our last two issues. On Friday of last week we focused on the lag between the cyclical trend and the yield spread to make the point that current...

We deal with all kinds of intermarket relationships but our favorites- by a country mile- are those that are based on a fairly predictable ‘lead’. Most relationships exist in real time so if one market goes up...

We throw an awful lot against the wall on a daily basis as we plow through the various markets. Every now and then we will stumble over a potential relationship and then hammer away at it until it shows us that it is...

One of our basic views is that we should never (ever!) argue with the bond market. Instead of trying to keyhole the bond market into our assortment of intermarket perspectives it makes more sense to accept that the bond market...

When we have presented and used a chart-based argument on numerous occasions it makes sense to check back in with it from time to time.   Such is the case today as we start off with a chart comparison between the CRB...

We were looking for a price peak for gold and a relative strength peak for crude oil (crude oil/CRB Index) around the end of April. Following these events the next issue to deal with is whether the U.S. equity markets can hold...