Kevin Klombies’ Commentary Archives
While Kevin Klombies is on a much deserved vacation until December 12th, we invite you to read his commentary archives posted at: http://www.traderplanet.com/commentaries/user/KevinKlombies.
Read MoreWhile Kevin Klombies is on a much deserved vacation until December 12th, we invite you to read his commentary archives posted at: http://www.traderplanet.com/commentaries/user/KevinKlombies.
Read MoreOver the past few weeks we have fixated somewhat on the bond market. Our view, by the way, is that the yield curve should start to flatten out, that the spread between long-term Treasury yields and shorter-term yields is...
Read MoreOver the years we have often returned to something that we call the ‘decade theme’. The idea is that the markets keep working through a sequence of events that ends up with a cyclical bubble through the end of the...
Read MoreThe so-called Law of Unintended Consequences argues that any cause has more than one effect and any action usually includes one or more unintended and usually unwanted consequence. In other words… you should be careful...
Read MoreWe often spend days- even weeks- building a thesis. Some times they even work- to the amazement of all- but on other occasions the markets zig when we have been expecting them to zag. We thought we would run through one of the...
Read MoreNov. 18 (Bloomberg) — Residential construction in the U.S. unexpectedly dropped in October amid concern a homebuyer tax credit would expire, illustrating the market’s dependence on government help to sustain a...
Read MoreObviously getting any market ‘right’ is a challenge but the one that we are really fixating on these days is the long end of the U.S. Treasury market.One of our views is that we should never argue with the bond...
Read MoreWe thought that we would start off today by going back over a topic that we have covered in these pages on more than a few occasions. Sort of a ‘how did we get here’ idea. Below is a chart comparison anchored at the...
Read MoreRight about the time that a pattern becomes somewhat obvious it is bound to change but… on the off chance that it will run for another month or two… we thought we would start off today by focusing on the recent...
Read MoreWithin a calendar quarter there are three different points in time to look for a trend change. The first is roughly three weeks into the quarter. This is when the bulk of the previous quarter’s earnings reports have been...
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