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Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
Callum Thomas
May 28, 20183 min read


Weekly S&P 500 #ChartStorm - 27 May 2018
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...
Callum Thomas
May 27, 20186 min read


Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
Callum Thomas
May 21, 20183 min read


Weekly S&P 500 #ChartStorm - 20 May 2018
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...
Callum Thomas
May 20, 20186 min read


Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
Callum Thomas
May 15, 20182 min read


Weekly S&P 500 #ChartStorm - 13 May 2018
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...
Callum Thomas
May 13, 20185 min read


Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
Callum Thomas
May 7, 20183 min read


Weekly S&P 500 #ChartStorm - 6 May 2018
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...
Callum Thomas
May 6, 20186 min read


5 Curious Charts on Corporate America and the Decline of the IPO
Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
Callum Thomas
May 5, 20184 min read


What the EPS? S&P500 Earnings Outlook
Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 4, 20182 min read


Chart Of The Week: REITs, GICS Changes, and Tech
This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
Callum Thomas
May 1, 20182 min read


Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
Callum Thomas
Apr 30, 20183 min read


Weekly S&P500 #ChartStorm - 29 April 2018
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...
Callum Thomas
Apr 29, 20185 min read


ChartBrief 208 - Stockmarket Leverage
When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
Callum Thomas
Apr 28, 20183 min read


Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
Callum Thomas
Apr 23, 20183 min read


Weekly S&P 500 #ChartStorm - 22 April 2018
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...
Callum Thomas
Apr 22, 20186 min read


Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
Callum Thomas
Apr 16, 20183 min read


Weekly S&P 500 #ChartStorm - 15 Apr 2018
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...
Callum Thomas
Apr 15, 20185 min read


Weekly S&P 500 #ChartStorm - 8 Apr 2018
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...
Callum Thomas
Apr 7, 20185 min read


ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
Callum Thomas
Apr 5, 20183 min read
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