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January 12, 2020

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and calls.  But this article provides a look at the most important part of that report... 

As...

January 9, 2020

In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of our best, worst, and most notable charts of 2019, and the ones to watch in 2020).

This post...

January 7, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog I've covered the "Charts That Worked" and...

January 5, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog I've covered the "Charts That Worked" and...

January 1, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog we've covered the "Charts That Worked" an...

December 28, 2019

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

This article is a follow up to the "Charts That Worked" ...wi...

December 24, 2019

Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

This article brings you a look at what I think is one of the...

December 10, 2019

The end of 2019 is fast approaching! (what a year it's been...)  Following on from the original "10 Charts to Watch in 2019", the Q1 update, and the half-time update, here's the final update to the 10 charts to watch in 2019.  The key purpose of this article is to...

November 27, 2019

I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is such a useful macro indicator. 


That article was about week off the absolute low point (at least for now), but I’m not here to p...

November 21, 2019

What 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 and capital preservation could actually be the biggest source of risk in portfolios right now?

OK, if I haven't lost you already, ye...

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