Callum ThomasJan 16, 20182 minSomething Strange in a Strange Credit IndicatorAs I was going through and updating the various indicators that I monitor something in the credit space surprised me. The NACM CMI (think...
Callum ThomasJan 15, 20183 minSentiment 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...
Topdown ChartsJan 8, 20181 minVIDEO: Property Bubble in the SCANNZ economies?In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...
Callum ThomasJan 7, 20182 minSentiment Survey: Furious BullsThe latest weekly sentiment/positioning survey on Twitter revealed a continuation of some very interesting trends and a new record in...