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ChartBrief 63 - Rate hikes vs the market
Well it looks like the Fed’s rate hiking cycle is finally underway in earnest this time, with the March hike making the chart of interest...
Callum Thomas
Mar 21, 20172 min read


VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
Topdown Charts
Mar 20, 20171 min read
The 3 Biggest Mistakes for Active Investors
As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...
Callum Thomas
Mar 18, 20175 min read
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Mar 18, 20171 min read


ChartBrief 62 - Commodity warning signs
Every now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...
Callum Thomas
Mar 16, 20172 min read


VIDEO: Commodities - a warning sign in the charts
This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...
Topdown Charts
Mar 15, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
Callum Thomas
Mar 14, 20171 min read


ChartBrief 61 - S&P Sector Bubble Watch
With all the talk of market bubbles and comparisons to the year 2000 and the dot-com mania, it’s worth taking a look at an interesting...
Callum Thomas
Mar 14, 20172 min read


VIDEO: Charting the Reflation
The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...
Topdown Charts
Mar 13, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Mar 12, 20171 min read


ChartBrief 60 - Golden Crosses in Global Equities
Most of you will have heard the idea of a “golden cross” before (where the 50 day moving average goes above the 200 day moving average),...
Callum Thomas
Mar 10, 20172 min read


VIDEO: Global equities - Golden crosses and bull markets
This video looks at two very interesting charts on global equity markets from the latest edition of the weekly Tuesday Macro Technicals...
Topdown Charts
Mar 9, 20171 min read


ChartBrief 59 - The Fed Sweet Spot Indicator
This chart comes from the latest edition of the Weekly Macro Themes in which I talked about why another Federal Reserve rate hike is...
Callum Thomas
Mar 8, 20172 min read
Tuesday Macro Technicals - 7 Mar 2017
As noted last week the Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means...
Callum Thomas
Mar 7, 20171 min read
Weekly Macro Themes - 3 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Mar 4, 20171 min read


VIDEO: The trouble with gold...
This video covers one of the markets and ideas in the latest edition of the Tuesday Macro Technicals report. I talk through some of the...
Topdown Charts
Mar 2, 20171 min read


ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
Callum Thomas
Mar 1, 20171 min read
Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
Callum Thomas
Feb 28, 20171 min read


Sentiment Poll - 27 Feb 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
Callum Thomas
Feb 27, 20172 min read


Weekly S&P 500 #ChartStorm - 26 Feb 2017
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...
Callum Thomas
Feb 26, 20175 min read
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