Global Equity Valuations: Cheap Again
This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Topdown Charts
Jan 25, 20192 min read
Weekly Macro Themes - 25 Jan 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
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Callum Thomas
Jan 18, 20194 min read
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
2,765 views0 comments
Topdown Charts
Jan 18, 20192 min read
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
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Topdown Charts
Nov 9, 20181 min read
Weekly Macro Themes - 9 Nov 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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Topdown Charts
Nov 3, 20182 min read
Weekly Macro Themes - 2 Nov 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
Oct 30, 20183 min read
The Top 10 PE10 - UPDATED (Global Equity Valuations)
With the global equity market correction spreading from Emerging Markets and Europe finally over to America too, it's tempting to ask...
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Topdown Charts
Oct 26, 20182 min read
Weekly Macro Themes - 27 Oct 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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Topdown Charts
Oct 19, 20181 min read
Weekly Macro Themes - 19 Oct 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...
385 views0 comments
Topdown Charts
Sep 28, 20182 min read
Weekly Macro Themes - 28 Sep 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...
209 views0 comments
Topdown Charts
Sep 21, 20181 min read
Weekly Macro Themes - 21 Sep 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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Topdown Charts
Sep 19, 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
Sep 17, 20181 min read
Chart Of The Week: EM Equities Getting Cheaper
If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...
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Topdown Charts
Sep 14, 20182 min read
Weekly Macro Themes - 14 Sep 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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Topdown Charts
Sep 6, 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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Topdown Charts
Aug 28, 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
Aug 27, 20181 min read
Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
210 views0 comments
Topdown Charts
Aug 22, 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
Aug 19, 20185 min read
Weekly S&P 500 #ChartStorm - 19 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
Aug 14, 20181 min read
Chart: Global Equity PE10 Valuations
As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...
450 views0 comments
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