Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...

I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...

Last week we published the 2017 End of Year Special Edition of the Weekly Macro Themes report, a summary of some of the best, worst, and...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

I often look at sector composition trends for the S&P500, and one of the areas that is really standing out for me is the Information...

If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

In this video we look at a section of the report, curiously titled "Boring Bears". Specifically, the video walks you through a couple of...

I was running some analysis on cyclical vs defensive sectors and decided to take a look at the price to book ratios. While we can argue...

The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...

The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...

Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...

As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...

In this video we discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P500 index. The...

Today's edition of ChartCritic takes a look at a chart shared by EconomPic on Twitter (which has also made the rounds of all the usual...

The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...

A number of analysts and commentators have been discussing the increasingly high levels of the "Shiller PE", also known as CAPE or PE10,...

The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...