Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
top of page
Search
Callum Thomas
May 26, 20186 min read
Weekly S&P 500 #ChartStorm - 27 May 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...
250 views0 comments
Callum Thomas
May 20, 20183 min read
Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
545 views0 comments
Callum Thomas
May 19, 20186 min read
Weekly S&P 500 #ChartStorm - 20 May 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...
417 views0 comments
Callum Thomas
May 14, 20182 min read
Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
317 views0 comments
Callum Thomas
May 12, 20185 min read
Weekly S&P 500 #ChartStorm - 13 May 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...
479 views0 comments
Callum Thomas
May 6, 20183 min read
Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
429 views0 comments
Callum Thomas
May 5, 20186 min read
Weekly S&P 500 #ChartStorm - 6 May 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...
816 views0 comments
Callum Thomas
May 5, 20184 min read
5 Curious Charts on Corporate America and the Decline of the IPO
Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
1,084 views0 comments
Callum Thomas
May 3, 20182 min read
What the EPS? S&P500 Earnings Outlook
Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
590 views0 comments
Callum Thomas
Apr 30, 20182 min read
Chart Of The Week: REITs, GICS Changes, and Tech
This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
191 views0 comments
Callum Thomas
Apr 29, 20183 min read
Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
586 views0 comments
Callum Thomas
Apr 28, 20185 min read
Weekly S&P500 #ChartStorm - 29 April 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...
296 views0 comments
Callum Thomas
Apr 28, 20183 min read
ChartBrief 208 - Stockmarket Leverage
When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
445 views0 comments
Callum Thomas
Apr 22, 20183 min read
Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
212 views0 comments
Callum Thomas
Apr 21, 20186 min read
Weekly S&P 500 #ChartStorm - 22 April 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...
445 views0 comments
Callum Thomas
Apr 15, 20183 min read
Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
509 views0 comments
Callum Thomas
Apr 14, 20185 min read
Weekly S&P 500 #ChartStorm - 15 Apr 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...
452 views0 comments
Callum Thomas
Apr 7, 20185 min read
Weekly S&P 500 #ChartStorm - 8 Apr 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...
506 views0 comments
Callum Thomas
Apr 4, 20183 min read
ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
551 views0 comments
bottom of page