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December 6, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global PMI Pulse:  The global...

November 30, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. China PMI: The official PMIs...

November 22, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Ex-US:  US equities lo...

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...

November 16, 2019

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities I tend to get significant push-back. 

For example, many will say that it's not worth going outsid...

November 1, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Equity Sentiment:  The...

October 29, 2019

Something very interesting is happening right now in global equities, and most people have probably missed it.  

A set of unique indicators have put in some rare signals that are usually only seen at the start of a bull market.

 
That's right, you heard me: it looks like...

October 26, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Flash PMI:  The global...

September 6, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Gold @ Risk:  Gold is facing...

August 28, 2019

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term f...

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