Callum ThomasMay 7, 20205 minThe Return of VolatilityUPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
Callum ThomasAug 1, 20195 minUS 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...
Topdown ChartsMay 24, 20191 minWeekly Macro Themes - 24 May 2019Here'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...