A selloff in the last several days leaves stocks in short-term oversold territory as sentiment turns sour Bigger picture, investors are...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

We just published our November "Market Cycle Guidebook", which is one of the main reports in our institutional investment research...

Global PE10 Valuations: this chart compares the PE10 ratio (i.e. price vs trailing average earnings over a rolling 10-year look-back...

Valuations have trended much more expensive this year and it’s harder to find pockets of absolute value Relative value can still be seen...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

The price of EU carbon credits hit a fresh record high last week following COP26. Global carbon prices are up 4x off the March 2020 low...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

We are upgrading our view on gold given a positive turn in several technical indicators A bearish macro backdrop persists, however, and...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

October’s PMI readings from around the world were strong with a new high in the percentage of countries in growth mode Under the surface,...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

We just published our October "Market Cycle Guidebook", which is one of the main reports in our institutional investment research...

Commodities are up sharply this year, but several short-term indicators flash caution The medium-longer term bull case remains compelling...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...