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Author: Kevin Klombies

Chart Presentation: Autos and Airlines

We have mentioned the autos and airlines for quite some time so we thought we would go back over one of the key ‘drivers’ today. Below is a comparative chart of the share price of AMR and the ratio between the...

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Chart Presentation: Focus

We actually do follow at least some of ‘the news’. We are aware that Japan intervened to weaken the yen, that China’s currency rose to new highs against the dollar, and that U.S. energy inventories declined....

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Chart Presentation: Japanese Thoughts

Below is a chart of the Japanese 10-year (JGB) bond futures. At present 10-year yields in Japan are in the vicinity of 1.15% and we have argued on occasion that anything below 2.0% represents a deflationary trend. Asset prices...

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Chart Presentation: Gold Bubble

We are going to do something new today. The bottom line is that the argument is bearish for gold and bonds and points to at least the potential for a very strong equity markets rally through November. The argument begins with a...

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Chart Presentation: Perspectives

Early in the last decade we argued in favor of the commodities sector with an emphasis on the shares of companies that produced raw materials. We wrote a number of positive articles on gold prices although much of our focus was...

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Chart Presentation: Yield Spread

Sept. 3 (Bloomberg) — Stocks rallied, extending the first weekly gain in a month for the Standard & Poor’s 500 Index, while Treasuries and the dollar fell as better-than-estimated growth in private payrolls...

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Chart Presentation: Last Chance?

Sept. 2 (Bloomberg) — U.S. stocks rose, adding to the biggest rally in the Standard & Poor’s 500 Index since July, and Treasuries fell as an unexpected jump in home sales and a drop in jobless claims tempered...

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Chart Presentation: Bullish Outcome

We are positive on the equity markets. We were, in fact, positive on the equity markets since the start of the current quarter although over the past few weeks our focus has largely been on ‘when’ our positive view...

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