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Callum Thomas
Aug 11, 20181 min read
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...
137 views0 comments
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...
294 views0 comments
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...
425 views0 comments
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...
410 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...
115 views0 comments
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. ...
2,217 views0 comments
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...
670 views0 comments
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...
353 views0 comments
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...
167 views0 comments
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...
227 views0 comments
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...
306 views0 comments
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...
448 views0 comments
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...
276 views0 comments
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...
712 views0 comments
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...
285 views0 comments
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...
1,000 views0 comments
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...
376 views0 comments
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