10 Charts to Watch in 2019 [Year-End Update]
The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
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Callum Thomas
- Jul 4, 2019
- 7 min
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
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Callum Thomas
- Apr 11, 2019
- 6 min
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
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Callum Thomas
- Jan 24, 2019
- 2 min
Cash Allocations: King or Trash?
This is the sixth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
- Jan 18, 2019
- 4 min
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
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Callum Thomas
- Jan 9, 2019
- 3 min
My Favorite Charts of 2018
Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
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Topdown Charts
- Dec 8, 2018
- 2 min
Weekly Macro Themes - 7 Dec 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
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Topdown Charts
- Oct 4, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
- Sep 28, 2018
- 2 min
Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"
When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market...
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Callum Thomas
- Jun 7, 2018
- 1 min
Chart: Investor Cash Allocations
When I look at charts like this, sayings such as "cash is trash" or "there is no alternative" come to mind. The chart uses data from the...
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Callum Thomas
- Apr 23, 2018
- 2 min
ChartBrief 206 - Bond Yield Seasonality
I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...
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Callum Thomas
- Apr 18, 2018
- 4 min
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
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Callum Thomas
- Apr 6, 2018
- 3 min
ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
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Callum Thomas
- Dec 25, 2017
- 3 min
My Favorite Charts of 2017
Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
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Callum Thomas
- Dec 13, 2017
- 2 min
ChartBrief 173 - Fed Hikes, What's Next
Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...
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