Callum ThomasMar 21, 20171 minTuesday Macro Technicals Report - 21 Mar 2017The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
Callum ThomasMar 18, 20175 minThe 3 Biggest Mistakes for Active InvestorsAs I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...
Topdown ChartsMar 17, 20171 minWeekly Macro Themes - 17 Mar 2017Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Callum ThomasMar 15, 20172 minChartBrief 62 - Commodity warning signsEvery now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...