Callum ThomasMay 7, 20205 minThe Return of VolatilityUPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
Callum ThomasApr 1, 20194 minSentiment Snapshot: A Fundamental Transition PointIn this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
Callum ThomasMar 25, 20193 minSentiment Snapshot: Fundamental FearIn this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
Callum ThomasMar 18, 20193 minSentiment Snapshot: Bullish Technicals, Bearish FundamentalsThe sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...