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Topdown Charts
Oct 13, 20192 min read
Weekly Macro Themes - 11 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Topdown Charts
Sep 22, 20192 min read
Weekly Macro Themes - 20 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
402 views0 comments
Callum Thomas
Aug 28, 20197 min read
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
504 views0 comments
Topdown Charts
Aug 23, 20192 min read
Weekly Macro Themes - 23 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
165 views0 comments
Topdown Charts
Aug 16, 20191 min read
Weekly Macro Themes - 16 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
204 views0 comments
Topdown Charts
Aug 9, 20191 min read
Weekly Macro Themes - 9 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
188 views0 comments
Callum Thomas
Aug 6, 20196 min read
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
478 views0 comments
Topdown Charts
Aug 2, 20191 min read
Weekly Macro Themes - 2 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
174 views0 comments
Callum Thomas
Aug 1, 20195 min read
US Margin Debt Trends: The Good, the bad, and the ugly...
Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
1,016 views0 comments
Topdown Charts
Jul 26, 20192 min read
Weekly Macro Themes - 26 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
197 views0 comments
Callum Thomas
Jul 23, 20191 min read
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
248 views0 comments
Topdown Charts
Jul 19, 20191 min read
Weekly Macro Themes - 19 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
217 views0 comments
Topdown Charts
Jul 18, 20191 min read
The Policy Pivot: Global Equities
A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning...
119 views0 comments
Callum Thomas
Jul 17, 20191 min read
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
107 views0 comments
Topdown Charts
Jul 12, 20192 min read
Weekly Macro Themes - 12 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
197 views0 comments
Callum Thomas
Jul 10, 20192 min read
Make Shipping Stocks Cheap Again
The trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...
116 views0 comments
Topdown Charts
Jul 10, 20191 min read
The Value Of Value Stocks
Value stocks have had a hard time in recent years, and this persistent underperformance is putting traditional and long-held ideas at...
114 views0 comments
Callum Thomas
Jul 9, 20191 min read
Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
127 views0 comments
Callum Thomas
Jul 8, 20192 min read
Global Equity PE10 Valuations
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
616 views0 comments
Topdown Charts
Jul 5, 20192 min read
Weekly Macro Themes - 5 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
154 views0 comments
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