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Callum Thomas
Apr 8, 20193 min read
Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
551 views0 comments
Topdown Charts
Apr 2, 20191 min read
Positioning Update: Traders Shun Commodities, But Here's Why You Probably Shouldn't
Not many people talk about commodities in the aggregate sense, i.e. as an overall asset class. Typically it's gold this or oil that,...
197 views0 comments
Callum Thomas
Apr 1, 20194 min read
Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
528 views0 comments
Callum Thomas
Mar 31, 20197 min read
Weekly S&P 500 #ChartStorm - 31 March 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...
1,075 views0 comments
Callum Thomas
Mar 25, 20193 min read
Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
900 views0 comments
Callum Thomas
Mar 18, 20193 min read
Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
351 views0 comments
Topdown Charts
Mar 15, 20192 min read
Weekly Macro Themes - 15 Mar 2019
Here'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...
201 views0 comments
Topdown Charts
Mar 5, 20191 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....
44 views0 comments
Callum Thomas
Mar 4, 20193 min read
Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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...
172 views0 comments
Topdown Charts
Mar 1, 20191 min read
A New Bull Market In Gold?
This week we look at an important chart on the gold price outlook as a number of key themes and indicators are starting to shift for...
160 views0 comments
Callum Thomas
Feb 25, 20193 min read
Top 5 Charts of the Week: Global Macro Currents and Stockmarket Signs
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...
314 views0 comments
Callum Thomas
Feb 17, 20193 min read
Top 5 Charts of the Week: USA & China Macroeconomic Trends
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...
510 views0 comments
Topdown Charts
Feb 1, 20192 min read
Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
207 views0 comments
Callum Thomas
Jan 31, 20192 min read
Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
268 views0 comments
Callum Thomas
Jan 27, 20192 min read
Commodities: Cheap and Out of Favor
This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...
349 views0 comments
Topdown Charts
Jan 25, 20192 min read
Weekly Macro Themes - 25 Jan 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
206 views0 comments
Topdown Charts
Jan 18, 20192 min read
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
303 views0 comments
Callum Thomas
Jan 9, 20193 min read
My Favorite Charts of 2018
Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
571 views0 comments
Callum Thomas
Dec 10, 20181 min read
Chart Of The Week: EM Equity Sentiment Tumbles (Contrarian Bulls Take Note)
Emerging market equities have taken a solid beating this year, down more than 20% from the top (depending on which index you look at)....
310 views0 comments
Topdown Charts
Dec 5, 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....
70 views0 comments
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