Callum ThomasDec 10, 20198 min10 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...
Callum ThomasJul 4, 20197 min10 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...
Callum ThomasApr 11, 20196 min10 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...
Callum ThomasJan 24, 20192 minCash 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...
Callum ThomasJan 18, 20194 min10 Charts to Watch in 2019I 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...
Callum ThomasJan 9, 20193 minMy Favorite Charts of 2018Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
Topdown ChartsDec 8, 20182 minWeekly Macro Themes - 7 Dec 2018Here'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...
Topdown ChartsOct 4, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasSep 28, 20182 minChart: 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...
Callum ThomasJun 7, 20181 minChart: Investor Cash AllocationsWhen 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...
Callum ThomasApr 23, 20182 minChartBrief 206 - Bond Yield SeasonalityI 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...
Callum ThomasApr 18, 20184 minChartBrief 205 - Asset Allocation TrendsThis article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
Callum ThomasApr 6, 20183 minChartBrief 204 - HY Investors on the RunThere 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...
Callum ThomasDec 25, 20173 minMy Favorite Charts of 2017Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
Callum ThomasDec 13, 20172 minChartBrief 173 - Fed Hikes, What's NextMuch as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...