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Callum Thomas
Jan 16, 20182 min read
ChartBrief 179 - The Top 10 PE10 Part 2
Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...
571 views0 comments
Topdown Charts
Jan 12, 20182 min read
Weekly Macro Themes - 12 Jan 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...
147 views0 comments
Topdown Charts
Jan 8, 20181 min read
VIDEO: Property Bubble in the SCANNZ economies?
In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...
174 views0 comments
Callum Thomas
Jan 1, 20183 min read
The Charts to Watch in 2018
I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...
954 views0 comments
Callum Thomas
Dec 27, 20172 min read
2017 People's Choice Charts
Last week we published the 2017 End of Year Special Edition of the Weekly Macro Themes report, a summary of some of the best, worst, and...
232 views0 comments
Topdown Charts
Dec 15, 20172 min read
Weekly Macro Themes - 15 Dec 2017
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...
158 views0 comments
Callum Thomas
Dec 11, 20172 min read
ChartBrief 171 - Not Dot Com
I often look at sector composition trends for the S&P500, and one of the areas that is really standing out for me is the Information...
255 views0 comments
Callum Thomas
Nov 8, 20172 min read
ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
441 views0 comments
Topdown Charts
Nov 3, 20172 min read
Weekly Macro Themes - 3 Nov 2017
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
Topdown Charts
Oct 4, 20171 min read
VIDEO: Boring Bears
In this video we look at a section of the report, curiously titled "Boring Bears". Specifically, the video walks you through a couple of...
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Callum Thomas
Sep 25, 20172 min read
Cyclicals vs Defensives PB Ratio at a Cyclical High?
I was running some analysis on cyclical vs defensive sectors and decided to take a look at the price to book ratios. While we can argue...
411 views0 comments
Callum Thomas
Sep 6, 20172 min read
ChartBrief 143 - Canada hikes again - what does it mean for the "CANZ economies"?
The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...
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Callum Thomas
Aug 30, 20172 min read
ChartBrief 138 - Euphoria Peak
The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...
111 views0 comments
Callum Thomas
Aug 21, 20172 min read
ChartBrief 135 - The top 10 PE10
Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...
518 views0 comments
Callum Thomas
Aug 7, 20172 min read
ChartCritic 4 - Investor Confidence Index
As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...
362 views0 comments
Topdown Charts
Jul 19, 20171 min read
VIDEO: S&P500 sector weights and dot com mania
In this video we discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P500 index. The...
102 views0 comments
Callum Thomas
Jul 14, 20172 min read
ChartCritic 3 - Is this the most irrelevant chart you've ever seen?
Today's edition of ChartCritic takes a look at a chart shared by EconomPic on Twitter (which has also made the rounds of all the usual...
204 views1 comment
Callum Thomas
Jul 4, 20172 min read
ChartCritic 1 - Property Bubbles on Bloomberg
The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...
150 views0 comments
Callum Thomas
Jun 26, 20172 min read
The big PE10 at the small end of town
A number of analysts and commentators have been discussing the increasingly high levels of the "Shiller PE", also known as CAPE or PE10,...
82 views0 comments
Callum Thomas
May 22, 20172 min read
Asian Equities: Barrier or Breakout?
The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...
185 views0 comments
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