Callum Thomas13 hours ago2 minMarket Cycle Guidebook - June 2020We just published our "Market Cycle Guidebook" for June, which is part of our institutional investment research service. The monthly Ma...
Mike Zaccardi, CFA, CMT2 days ago3 minThe Implications of Gold Implied AllocationsIt seems like ages ago when the Gold ETF (GLD) was the biggest in the world by market cap. The time was 2011 - the global economy was sti...
Callum Thomas3 days ago11 minWeekly S&P 500 #ChartStorm - 28 June 2020Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas6 days ago2 minWeekly Macro Themes - 26 June 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of ou...
Callum ThomasJun 241 minVIDEO: USA vs the World -- Valuations, Cycles, and CatalystsIn this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core insti...
Mike Zaccardi, CFA, CMTJun 233 minAustralian Equities in Review Australia suffered its first recession in 29 years. It’s a remarkable statistic considering all that has taken place in developed market...
Callum ThomasJun 2110 minWeekly S&P 500 #ChartStorm - 21 June 2020Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum ThomasJun 192 minWeekly Macro Themes - 19 June 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of ou...
Callum ThomasJun 166 minUS Dollar Index: On WatchUPDATED (17-June-2020): I wanted to revisit this blog post with an update, as a few things have changed since Feb (to say the least), a c...
Mike Zaccardi, CFA, CMTJun 153 minPE10 Valuations: USA vs the WorldForeign stocks are cheap, US stocks are expensive. It’s a common narrative we hear, but you have to dig a little bit. Sector weights are ...
Callum ThomasJun 1410 minWeekly S&P 500 #ChartStorm - 15 June 2020Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum ThomasJun 122 minWeekly Macro Themes - 12 June 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of ou...
Callum ThomasJun 95 min(Another) New Bull Market in Global EquitiesSo first of all let's just get straight into dealing with that title... Why did I write "(Another)" New Bull Market in Global Equities? T...
Mike Zaccardi, CFA, CMTJun 83 minStars align on the final FrontierWe embrace fundamental and technical analysis (and macro, and anything else that helps build out the picture for that matter!) at Topdown...
Callum ThomasJun 711 minWeekly S&P 500 #ChartStorm - 8 June 2020Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum ThomasJun 52 minWeekly Macro Themes - 5 June 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of ou...
Mike Zaccardi, CFA, CMTJun 23 minValue Stocks: the tide rises, the tide fallsValue stocks, those with low price to earnings ratios, have been getting hammered on a relative basis to their more expensive/growth peer...
Callum ThomasJun 22 minMarket Cycle Guidebook - May 2020We just published the recently revamped and re-branded "Market Cycle Guidebook" for May, which is part of our institutional investment re...
Callum ThomasMay 3111 minWeekly S&P 500 #ChartStorm - 1 June 2020Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Mike Zaccardi, CFA, CMTMay 273 minInflation Fears in a Deflationary WorldCentral banks printing money leads to inflation. It sounds right.. right? Not so fast. For US investors, the 1970s era of elevated inflat...