Chart: Economic Noise Index (update)
Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...
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Callum Thomas
Aug 5, 20185 min read
Weekly S&P 500 #ChartStorm - 5 Aug 2018
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
Jul 4, 20181 min read
Chart: S&P500 Capital Expenditure Growth
This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...
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Callum Thomas
Jun 30, 20187 min read
Weekly S&P500 #ChartStorm - 1 July 2018
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...
407 views0 comments
Topdown Charts
Jun 29, 20182 min read
Weekly Macro Themes - 29 June 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
Jun 25, 20181 min read
Chart: US Stock Market Leverage
With the latest monthly margin debt stats from FINRA just out it's worth taking a look the chart of aggregated stock market leverage. ...
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Callum Thomas
Jun 24, 20181 min read
Chart: Small Caps vs Large Caps PE10 Valuations
Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing...
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Callum Thomas
Jun 23, 20187 min read
Weekly S&P 500 #ChartStorm - 24 June 2018
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...
342 views0 comments
Callum Thomas
Jun 23, 20181 min read
Chart: S&P500 Sector Market Cap Weights
I was doing a bit of work on the US stockmarket in the latest weekly report (specifically on cyclicals vs defensives and small caps), and...
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Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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
Jun 21, 20181 min read
Chart: US Economic Noise Index
Here's a quick update of an obscure and unusual indicator which I call the Economic Noise Index for the USA, shown here against the...
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Callum Thomas
Jun 20, 20181 min read
Chart: Most Shorted Stocks vs the S&P500
This chart draws inspiration from some of the charts and themes I shared in last week's S&P500 #ChartStorm, it shows the Thomson Reuters...
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Callum Thomas
Jun 16, 20186 min read
Weekly S&P 500 #ChartStorm - 17 June 2018
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
Jun 14, 20181 min read
Chart: The Euphoriameter and the S&P500
Here's the June flash reading of the Euphoriameter - which is a composite measure of investor sentiment on the S&P500. The key takeaway...
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Callum Thomas
Jun 9, 20186 min read
Weekly S&P 500 #ChartStorm - 10 June 2018
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...
349 views0 comments
Callum Thomas
Jun 9, 20181 min read
Chart: S&P500 Capex Growth
Here's a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...
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Callum Thomas
Jun 4, 20183 min read
Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
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Callum Thomas
Jun 2, 20186 min read
Weekly S&P 500 #ChartStorm - 3 Jun 2018
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...
259 views0 comments
Callum Thomas
Jun 2, 20183 min read
5 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
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Callum Thomas
May 28, 20182 min read
Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
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