Author: Kevin Klombies

Some times knowing where you are depends, at least in part, in having some idea where you came from. Or something like that. We are going to run through one perspective of how the markets worked through the sequence that...

As quickly as possible here is today’s premise. The stock market trends with the bond market. The twist is that in times past it traded with the bond market but now that the major financials are acting like cyclicals...

Feb. 5 (Bloomberg) – Treasuries rose as accelerating U.S. job losses offset concern that a record $67 billion of government debt to be sold next week will overwhelm demand.U.S. securities due in 10 years or less gained for...

We have written on many occasions that falling interest rates are a positive for equity prices. The twist is, however, that the reason interest rates are falling is often perceived as a negative. In other words while lower...

Jan. 30 (Bloomberg) – The U.S. economy shrank the most in the fourth quarter since 1982 as consumer spending recorded the worst slide in the postwar era, a trajectory that’s likely to continue in coming months. When...

Jan. 28 (Bloomberg) – U.S. stocks rose, extending a global rally, as President Barack Obama prepared to set up a so-called bad bank to absorb toxic investments and Yahoo! Inc. and Germany’s SAP AG reported...

Today could be an interesting day in the markets. The 2-day Federal Open Market Committee meeting concludes, we get the weekly energy inventory report, and the day will be full of quarterly earnings reports starting with Wells...

Jan. 26 (Bloomberg) – Copper surged to a seven-week high on signs of improved economic activity, raising speculation demand will increase for the metal used in pipes and wires. Jan. 26 (Bloomberg) – Copper will lead...

We are going to start off today by repeating a premise that we have used in these pages for some time. The premise is that there is a broad relationship between the trend for copper and crude oil prices and that, in general, the...

If the trend that has dominated the markets for close to 30 years has not changed then is it such a stretch to assume that the trends that went with it have also not changed? Our point today has to do with the chartbelow which...