Author: Kevin Klombies

Aug. 31 (Bloomberg) — Treasuries rallied, extending the biggest monthly gain for the 10-year note since the end of 2008, and commodities slid as the Federal Reserve said some policy makers saw greater risks to the economic...

We are not sure whether everything comes down to this one relationship but it is still one of the keys that we are following closely these days. The relationship, by the way, has to do with ongoing strength in  copper...

We tend to believe that there is a seasonal trend within the markets that tends to create the perception of growth into the May/June time frame and weakness into October/November. This is one of the reasons why ‘sell in...

Imagine that you have a position in a stock that has been trading back and forth between 10 and 20. Chart-wise if the stock breaks below 10 it will have taken out support and may move significantly lower. On the other hand if it...

The problem with the markets in late August is that it usually feels as if something important is set to happen. With so many traders away from their desks, however, the days tend to drift quietly by until we finally get on the...

One of the most compelling arguments that we can make in favor of a surprisingly strong cyclical rebound through year end come from the 2-year lag. Given that this is such an extreme view we are attempting to show a few prior...

In our usual roundabout way we are going to attempt to explain why we  continue to hold to a positive view on the cyclical trend. By ‘cyclical trend’ we are referring to a general theme of economic expansion...

This is a particularly challenging markets environment. While we have yet to encounter a simple or easy markets situation it still feels as if the current set up is almost bipolar. On the one hand it feels at times as if we are...