Callum ThomasFeb 13, 20182 minCyclicals vs Defensives - the next shoe to drop?The February stockmarket correction has investors scrambling to find the reason behind the rapid fall in the major indexes, with various...
Callum ThomasFeb 7, 20181 minChartBrief 186 - Bear Market IndicatorDon't let the title put you off, this bear market warning indicator is actually giving the all clear. This chart featured in the first...
Callum ThomasJan 29, 20182 minThe Age of ExpensivenessIf it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...
Callum ThomasJan 24, 20183 minChartBrief 182 - Bond Yield OutlookWith the latest round of flash manufacturing PMI data, and a couple of key levels already being breached (across markets) it's a good...