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Callum Thomas
Oct 15, 20166 min read
Weekly S&P 500 ChartStorm - 16 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
518 views
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Callum Thomas
Oct 15, 20162 min read
ChartBrief #24 Labor and the Stockmarket
Here's a couple of interesting charts on labor market dynamics and the stock market. Specifically labor's share of profits, and wage...
75 views
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Callum Thomas
Oct 14, 20162 min read
ChartBrief #23 China PPI Inflation
That's right, you didn't misread the title, China is now experiencing (Producer Price Index) PPI *inflation* after going through over 4...
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Callum Thomas
Oct 12, 20162 min read
ChartBrief #22 Oktaperfest
So far the economic data out of Europe carries a message along the lines of "crisis averted" with the ZEW and Sentix economic confidence...
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Callum Thomas
Oct 11, 20162 min read
ChartBrief #21 Investor Confidence Index
The "State Street Investor Confidence Index" is a quantitative measure of investor confidence (as opposed to surveys) run by State Street...
118 views
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Callum Thomas
Oct 10, 20162 min read
Tuesday Technicals - 11 October 2016
Here's the regular quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well...
119 views
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Callum Thomas
Oct 10, 20162 min read
Weekly equity sentiment poll (10 Oct 16)
The results for the weekly equity sentiment poll have just been finalized, and this report outlines some of the key charts, trends, and...
67 views
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Callum Thomas
Oct 9, 20166 min read
Weekly S&P 500 ChartStorm - 9 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
409 views
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Callum Thomas
Oct 5, 20161 min read
ChartBrief #20 S&P500 Sector Composition
Today we take a look at the sectors that make up the S&P500. It's worth reflecting on sectoral composition of stock market indexes as...
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Callum Thomas
Oct 5, 20161 min read
ChartBrief #19 Gold ETF Flows
One type of analysis you will often see on Topdown Charts is ETF flows - they can tell you a great deal about investor sentiment by...
103 views
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Callum Thomas
Oct 5, 20163 min read
Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
334 views
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Callum Thomas
Oct 4, 20161 min read
ChartBrief #18 Japanese Business Failures
Today's chart is another one for the obscure indicators; the number of business failures in Japan. Almost a chart you want to look at...
127 views
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Callum Thomas
Oct 3, 20163 min read
Tuesday Technicals - 4 October 2016
Here's the regular quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well...
111 views
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Callum Thomas
Oct 3, 20161 min read
ChartBrief #17 PMI Trade Orders
This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...
51 views
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Callum Thomas
Oct 3, 20162 min read
ChartBrief #16 Breadth in Bonds
What happens if you take a fairly well understood, well-functioning and widely used technical analytical method from the stock market and...
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Callum Thomas
Oct 2, 20162 min read
Weekly equity sentiment poll (3 Oct 16)
The results for the weekly equity sentiment poll are in and there are a couple of interesting trends worth pointing out. As a reminder...
51 views
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Callum Thomas
Oct 1, 20166 min read
Weekly S&P 500 ChartStorm - 2 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
317 views
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Callum Thomas
Oct 1, 20161 min read
ChartBrief #15 US Earnings Outlook
Here's a chart I find particularly interesting. As Q3 earnings season kicks off this month a question on many investors' minds is...
105 views
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Callum Thomas
Oct 1, 20161 min read
ChartBrief #14 China Official PMI
China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...
34 views
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Callum Thomas
Sep 30, 20161 min read
ChartBrief #13 European Misery Index
The latest Eurozone unemployment and inflation data were just released with the unemployment rate still stuck at 10.1% and headline...
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