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Weekly S&P 500 #ChartStorm - 8 Apr 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 7, 20185 min read


Weekly S&P 500 #ChartStorm - 1 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 1, 20186 min read


Weekly S&P 500 #ChartStorm - 25 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 25, 20185 min read


Sentiment Snapshot: Bonds Bounded
In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...
Callum Thomas
Mar 19, 20183 min read


Weekly S&P500 #ChartStorm - 18 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 18, 20186 min read


A Familiar if Ominous Sign in the US IPO Market
UPDATE (7 April 2019): The 2018 figure came in at a new record high of 81%, which both highlights an interesting apparent trend, and will...
Callum Thomas
Mar 14, 20182 min read


Sentiment Snapshot: Fundamentally Sound
Price by itself can very quickly change the tone in markets, and we saw a very clear example of that in the latest weekly sentiment...
Callum Thomas
Mar 12, 20183 min read


Weekly S&P500 #ChartStorm - 11 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 11, 20186 min read


Global Equity Winners and Losers
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...
Callum Thomas
Mar 7, 20182 min read


Sentiment Snapshot: Turning Tides
So far, the recovery from the February correction is proving *not* to be a "v-shaped recovery", and rather seems to be in a process of...
Callum Thomas
Mar 5, 20183 min read


Weekly S&P 500 #ChartStorm - 4 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 4, 20186 min read


Weekly S&P500 #ChartStorm - 25 Feb 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Feb 25, 20186 min read


ChartBrief 186 - Bear Market Indicator
Don't let the title put you off, this bear market warning indicator is actually giving the all clear. This chart featured in the first...
Callum Thomas
Feb 7, 20181 min read


Sentiment Snapshot: Meltdown?
A few weeks ago I wrote a report outlining the sentiment snapshot for markets, the theme was "melt up" as a number of sentiment...
Callum Thomas
Feb 5, 20184 min read


ChartBrief 183 - EM Equity Valuations
Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...
Callum Thomas
Jan 29, 20183 min read


ChartBrief 181 - Country Valuations Follow-up (PE10 part 3)
Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit...
Callum Thomas
Jan 22, 20183 min read


ChartBrief 179 - The Top 10 PE10 Part 2
Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...
Callum Thomas
Jan 17, 20182 min read


Sentiment Snapshot: Did somebody say Melt-Up?
I had to think a bit before going with that title. The term "melt-up" is an increasingly overused word, and given this article features...
Callum Thomas
Jan 15, 20183 min read


VIDEO: Boring Bears
In this video we look at a section of the report, curiously titled "Boring Bears". Specifically, the video walks you through a couple of...
Topdown Charts
Oct 4, 20171 min read


VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
Topdown Charts
Sep 6, 20171 min read
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