My Favorite Charts of 2019
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...
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Callum Thomas
Nov 27, 20194 min read
Copper/Gold: Macro Inflection Reflections
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...
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Topdown Charts
Nov 1, 20192 min read
Weekly Macro Themes - 1 November 2019
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...
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Topdown Charts
Aug 30, 20192 min read
Weekly Macro Themes - 30 August 2019
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...
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Callum Thomas
Aug 1, 20195 min read
US Margin Debt Trends: The Good, the bad, and the ugly...
Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
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Callum Thomas
Jul 23, 20191 min read
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
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Callum Thomas
Jun 4, 20193 min read
Gold set on a path to a new bull market?
In case you missed it, gold has finally managed to stage a decent rally. Through the turmoil and tumult of the trade war escalation,...
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Callum Thomas
Apr 28, 20196 min read
Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
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Callum Thomas
Apr 14, 20197 min read
Weekly S&P 500 #ChartStorm - 14 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
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Callum Thomas
Apr 8, 20193 min read
Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
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Topdown Charts
Apr 2, 20191 min read
Positioning Update: Traders Shun Commodities, But Here's Why You Probably Shouldn't
Not many people talk about commodities in the aggregate sense, i.e. as an overall asset class. Typically it's gold this or oil that,...
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Callum Thomas
Mar 31, 20197 min read
Weekly S&P 500 #ChartStorm - 31 March 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
1,075 views0 comments
Callum Thomas
Dec 28, 20182 min read
2018 People's Choice Charts
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Topdown Charts
Dec 5, 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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Callum Thomas
Dec 5, 20182 min read
Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Oct 31, 20182 min read
Global Institutional Investors Sell Stocks
The October reading of the investor confidence index from State Street dropped -3.4pts to 84.4 - the lowest reading since late 2012. ...
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