Cash | topdowncharts

Dec 10, 20198 min read

10 Charts to Watch in 2019 [Year-End Update]

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...

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10 Charts to Watch in 2019 [Half-Time Update]

Callum Thomas

Jul 4, 20197 min read

10 Charts to Watch in 2019 [Half-Time Update]

Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...

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Callum Thomas

Apr 11, 20196 min read

10 Charts to Watch in 2019 [Q1 Update]

The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...

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Callum Thomas

Jan 24, 20192 min read

Cash Allocations: King or Trash?

This is the sixth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...

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Callum Thomas

Jan 18, 20194 min read

10 Charts to Watch in 2019

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...

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Callum Thomas

Jan 9, 20193 min read

My Favorite Charts of 2018

Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...

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Topdown Charts

Dec 8, 20182 min read

Weekly Macro Themes - 7 Dec 2018

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...

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Topdown Charts

Oct 4, 20181 min read

VIDEO: Top 5 Charts of the Week

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

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Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"

Callum Thomas

Sep 28, 20182 min read

Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"

When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market...

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Callum Thomas

Jun 7, 20181 min read

Chart: Investor Cash Allocations

When I look at charts like this, sayings such as "cash is trash" or "there is no alternative" come to mind. The chart uses data from the...

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Callum Thomas

Apr 23, 20182 min read

ChartBrief 206 - Bond Yield Seasonality

I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...

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ChartBrief 205 - Asset Allocation Trends

Callum Thomas

Apr 18, 20184 min read

ChartBrief 205 - Asset Allocation Trends

This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...

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ChartBrief 204 - HY Investors on the Run

Callum Thomas

Apr 6, 20183 min read

ChartBrief 204 - HY Investors on the Run

There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...

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Callum Thomas

Dec 25, 20173 min read

My Favorite Charts of 2017

Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...

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Callum Thomas

Dec 13, 20172 min read

ChartBrief 173 - Fed Hikes, What's Next

Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...

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