UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

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...

Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...

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...