Here'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...

What a whirlwind first half of 2020 it was. A 35% drop in a few weeks only see one of the biggest & broadest rallies ever from late March...

The Q3 edition of the new Quarterly Strategy Pack was sent to clients last week The Quarterly Strategy Pack: -Presents our major themes...

Those 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...

We just published our "Market Cycle Guidebook" for June, which is part of our institutional investment research service. ​​The monthly...

It 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...

Those 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...

Here'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...

In 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...

Australia suffered its first recession in 29 years. It’s a remarkable statistic considering all that has taken place in developed...

Those 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...

Here'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...

Foreign 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...

Those 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...

Here'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...

So first of all let's just get straight into dealing with that title... Why did I write "(Another)" New Bull Market in Global Equities?...

We embrace fundamental and technical analysis (and macro, and anything else that helps build out the picture for that matter!) at Topdown...

Those 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...

Here'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...

Value stocks, those with low price to earnings ratios, have been getting hammered on a relative basis to their more expensive/growth...