top of page
Search
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
Topdown Charts
May 25, 20182 min read
Weekly Macro Themes - 25 May 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...
169 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
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
617 views0 comments
Callum Thomas
May 15, 20182 min read
Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
404 views0 comments
Topdown Charts
May 4, 20182 min read
Weekly Macro Themes - 4 May 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...
103 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.......
592 views0 comments
Callum Thomas
Apr 26, 20182 min read
What the EPS? France and Germany
First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...
165 views0 comments
Callum Thomas
Apr 25, 20182 min read
ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
105 views0 comments
Topdown Charts
Apr 24, 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....
41 views0 comments
Callum Thomas
Apr 23, 20182 min read
Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
246 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 18, 20184 min read
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
481 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
Topdown Charts
Apr 13, 20182 min read
Weekly Macro Themes - 13 Apr 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...
122 views0 comments
Callum Thomas
Apr 8, 20182 min read
Chart Of The Week: Mexico ETF Allocations
This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...
209 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
Topdown Charts
Apr 6, 20182 min read
Weekly Macro Themes - 6 Apr 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...
179 views0 comments
Callum Thomas
Mar 31, 20186 min read
Weekly S&P 500 #ChartStorm - 1 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...
502 views0 comments
Topdown Charts
Mar 29, 20182 min read
Weekly Macro Themes - 30 Mar 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...
221 views0 comments
bottom of page