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Callum Thomas
Dec 24, 20195 min read
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Topdown Charts
Nov 1, 20192 min read
Weekly Macro Themes - 1 November 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...
203 views0 comments
Topdown Charts
Aug 30, 20192 min read
Weekly Macro Themes - 30 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...
235 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
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
Callum Thomas
May 27, 20193 min read
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
275 views0 comments
Topdown Charts
May 13, 20191 min read
ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
110 views0 comments
Callum Thomas
May 6, 20192 min read
Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
364 views0 comments
Callum Thomas
Apr 21, 20199 min read
Weekly S&P 500 #ChartStorm - 21 April 2019
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...
692 views0 comments
Callum Thomas
Mar 17, 20197 min read
Weekly S&P500 #ChartStorm - 17 Mar 2019
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...
432 views0 comments
Callum Thomas
Oct 8, 20181 min read
Extremes in Bond Market Sentiment
3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
1,222 views0 comments
Callum Thomas
Sep 26, 20182 min read
Chart: Global Institutional Investor Confidence Slumps
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
563 views0 comments
Topdown Charts
Sep 19, 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....
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Callum Thomas
Sep 16, 20181 min read
Chart: S&P500 vs Fund Flows - Divergence
A curious divergence has opened up between the level of the S&P500 and the cumulative level of fund flows into US equity funds (mutual...
840 views0 comments
Callum Thomas
Sep 12, 20182 min read
3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
851 views0 comments
Callum Thomas
Aug 8, 20181 min read
Chart: Gold ETF Flows Show Capitulation
Gold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...
317 views0 comments
Callum Thomas
May 5, 20184 min read
5 Curious Charts on Corporate America and the Decline of the IPO
Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
1,093 views0 comments
Callum Thomas
Apr 28, 20183 min read
ChartBrief 208 - Stockmarket Leverage
When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
445 views0 comments
Callum Thomas
Apr 25, 20182 min read
ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
105 views0 comments
Callum Thomas
Mar 17, 20186 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...
1,323 views0 comments
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