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...
top of page
Search
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...
1,264 views0 comments
![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...
617 views0 comments
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,...
481 views0 comments
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...
67 views0 comments
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...
81 views0 comments
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...
106 views0 comments
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...
456 views0 comments
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...
123 views0 comments
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...
571 views0 comments
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...
147 views0 comments
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...
953 views0 comments
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,...
227 views0 comments
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...
605 views0 comments
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...
82 views0 comments
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...
158 views0 comments
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...
105 views0 comments
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...
303 views0 comments
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...
255 views0 comments
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...
85 views0 comments
bottom of page