May 3, 2020

Those who 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 S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts t...

April 26, 2020

Those who 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 S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts t...

April 23, 2020

UPDATED (23-April-2020): What a difference 8 months can make.  Back in August last year I correctly highlighted how and why fortunes could turn for the copper/gold ratio (and its macro-companion market, the US 10-year treasury yield).  You can check that piece out belo...

April 14, 2020

Aussie Yen (i.e. AUDJPY) is one of those unique FX pairs that is particularly worth keeping track of because it acts as a sort of barometer market.  I keep track of a lot of barometer-type markets: i.e. markets that have a particular fundamental/sentiment/flow drivers...

April 8, 2020

In my discussions there has been a lot of debate and interest around valuations, particularly Price vs Earnings type valuations (given the uncertainty around the Earnings side of the equation).

Indeed, with the corona-crash, in a number of situations valuations have eit...

April 4, 2020

We just launched the new Quarterly Strategy Pack, which is part of our institutional service.

The Quarterly Strategy Pack:

-Presents our major themes and outlook

-Includes concrete views on asset class positioning

-Serves as a basis for discussion (I would have brought som...

March 25, 2020

The end of Q1 is rapidly approaching, and what a year this quarter has been!  Obviously a lot has changed since the start of the year, and the situation is fluid to say the least.  So I thought it would be helpful to take a quick progress check on the "10 Cha...

March 19, 2020

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities.

To do this I will lay out a set of useful charts and indicators; explain the conceptual framework and how th...

February 27, 2020

In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core institutional service.

Covered in the video is the China Macro outlook, specifically:

-What should we be focused on in terms of existing tr...

February 19, 2020

The US dollar index (or DXY) is on the move, but what's next and why should you care?

It's important to understand the technical forces at play that set this move up in the first place (outlined in the first chart below), because they help frame how we got here, and wha...

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