top of page

Search


Weekly S&P500 #ChartStorm - 1 July 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
Jul 1, 20187 min read
Weekly Macro Themes - 29 June 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...
Topdown Charts
Jun 30, 20182 min read


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....
Topdown Charts
Jun 28, 20181 min read


Chart: European Institutional Investor Confidence
The latest Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and...
Callum Thomas
Jun 27, 20181 min read


Chart: Global Equity Market Breadth Breakdown
Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...
Callum Thomas
Jun 26, 20181 min read


Chart: US Stock Market Leverage
With the latest monthly margin debt stats from FINRA just out it's worth taking a look the chart of aggregated stock market leverage. ...
Callum Thomas
Jun 25, 20181 min read


Chart: Small Caps vs Large Caps PE10 Valuations
Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing...
Callum Thomas
Jun 25, 20181 min read


Weekly S&P 500 #ChartStorm - 24 June 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
Jun 24, 20187 min read


Chart: S&P500 Sector Market Cap Weights
I was doing a bit of work on the US stockmarket in the latest weekly report (specifically on cyclicals vs defensives and small caps), and...
Callum Thomas
Jun 24, 20181 min read
Weekly Macro Themes - 22 June 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...
Topdown Charts
Jun 22, 20182 min read


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....
Topdown Charts
Jun 21, 20181 min read


Chart: Most Shorted Stocks vs the S&P500
This chart draws inspiration from some of the charts and themes I shared in last week's S&P500 #ChartStorm, it shows the Thomson Reuters...
Callum Thomas
Jun 21, 20181 min read


Chart: Global Equity Bear Market Count
This unusual graph shows the proportion of countries' stockmarkets which have entered into a "bear market" - which for the purposes of...
Callum Thomas
Jun 20, 20181 min read


Chart: Global Equity PE10 Valuations
One of our favorite valuation charts for global equities, this one shows the PE10 valuation metric (price divided by rolling 10 year...
Callum Thomas
Jun 19, 20181 min read


Weekly S&P 500 #ChartStorm - 17 June 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
Jun 17, 20186 min read
Weekly Macro Themes - 15 June 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...
Topdown Charts
Jun 15, 20181 min read


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....
Topdown Charts
Jun 13, 20181 min read


Chart: Relative Extremes in Global Equities
This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...
Callum Thomas
Jun 12, 20181 min read


Weekly S&P 500 #ChartStorm - 10 June 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
Jun 10, 20186 min read
Weekly Macro Themes - 8 June 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...
Topdown Charts
Jun 9, 20182 min read
bottom of page