Weekly Macro Themes - 2019 End of Year Special Edition [Free Download]
As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...
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Callum Thomas
Nov 16, 20195 min read
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
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![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
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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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Topdown Charts
Mar 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
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Topdown Charts
Mar 1, 20181 min read
VIDEO: Monetary Policy and Asset Allocation
In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...
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Topdown Charts
Jan 23, 20181 min read
VIDEO: Active Asset Allocation in 2018
In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part of...
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Callum Thomas
Jan 22, 20183 min read
ChartBrief 181 - Country Valuations Follow-up (PE10 part 3)
Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit...
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Topdown Charts
Jan 19, 20182 min read
Weekly Macro Themes - 19 Jan 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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Callum Thomas
Jan 16, 20182 min read
ChartBrief 179 - The Top 10 PE10 Part 2
Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...
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Topdown Charts
Jan 12, 20182 min read
Weekly Macro Themes - 12 Jan 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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Callum Thomas
Jan 1, 20183 min read
The Charts to Watch in 2018
I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...
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Callum Thomas
Dec 28, 20172 min read
The Charts of 2017 - Honorable Mentions
As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...
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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 21, 20172 min read
2017 End of Year Special Edition
SPECIAL ANNOUNCEMENT: as a one-off holiday treat we are making the 2017 End of Year Special Edition of the Weekly Macro Themes report...
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Topdown Charts
Dec 15, 20172 min read
Weekly Macro Themes - 15 Dec 2017
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
Dec 12, 20171 min read
VIDEO: US Cyclicals vs Defensives and the new Bull Market
In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much...
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Callum Thomas
Dec 12, 20172 min read
ChartBrief 172 - When does "so good" become "too good"?
As the global economic cycle heats up, it's worth posing the question: when does "so good" become "too good"? It's a reference to one of...
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Callum Thomas
Dec 11, 20172 min read
ChartBrief 171 - Not Dot Com
I often look at sector composition trends for the S&P500, and one of the areas that is really standing out for me is the Information...
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Topdown Charts
Dec 10, 20172 min read
Weekly Macro Themes - 8 Dec 2017
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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