Callum ThomasSep 19, 20162 minChina property price bubble and the end of Chinese deflationTwo very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
Callum ThomasSep 18, 20162 minWeekly equity sentiment poll (19 Sep 16)The weekly equity sentiment poll (as a reminder it distinguishes between bullish and bearish on equities for fundamental vs technical...
Callum ThomasSep 18, 20162 minEmerging markets quietly became the dominant component of the global economyFile this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...
Callum ThomasSep 17, 20166 minWeekly S&P 500 ChartStorm - 18 Sep 2016Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...