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12 Charts to Watch in 2022 [Q2 Update]
An update to the blog post from the start of the year
Callum Thomas
Apr 13
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12 Charts to Watch in 2022 [Q2 Update]
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Topdown Charts 2021 End of Year Special Report
(50 of our best/worst/favorite charts of 2021 and ones to watch in 2022)
Callum Thomas
Dec 20, 2021
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Topdown Charts 2021 End of Year Special Report
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Everything you ever wanted to know about the Topdown Charts Substack service...
Answers to common questions; free access to some recent reports, reasons why people subscribe/unsubscribe, different services, track record…
Callum Thomas
May 16
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Everything you ever wanted to know about the Topdown Charts Substack service...
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Topdown Charts Subscriber Report Card: expectations vs reality
We surveyed our paying subscribers, and here's what they had to say...
Callum Thomas
Mar 16
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Topdown Charts Subscriber Report Card: expectations vs reality
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Reasons to Unsubscribe
A data-driven look at why people unsubscribe from our paid service
Callum Thomas
Feb 17
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Reasons to Unsubscribe
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Track Record
I had some questions, so here's some answers...
Callum Thomas
May 20, 2021
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Track Record
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Monthly Asset Allocation Review - July 2021
Key insights from the monthly report: macro outlook, asset class views
Callum Thomas
Aug 5, 2021
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Monthly Asset Allocation Review - July 2021
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Weekly Insights - Edition 45
This week: Global Equity Technicals, Valuations & Monetary Policy, EMFX, EM Fixed Income, LatAm Equities, China H-Shares, Bank CDS, bearish sentiment…
Callum Thomas
Mar 15
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Weekly Insights - Edition 45
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Weekly Insights - Edition 50
This week: equity positioning, gold and real yields, consumer confidence crunch, agri prices, gold vs commodities, gold miners vs energy producers…
Callum Thomas
Apr 19
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Weekly Insights - Edition 50
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Weekly Insights - Edition 27
This week: value vs growth, covid case trends, global PMI pulse, inflation vs deflation, stocks vs bonds, fund flows and IPOs
Callum Thomas
Nov 9, 2021
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Weekly Insights - Edition 27
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Weekly Insights - Edition 23
This week: bond market breakdown, global policy pivot, global equities ex-US, sector significance, dividend futures, frontier markets
Callum Thomas
Oct 12, 2021
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Weekly Insights - Edition 23
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Monthly Asset Allocation Review - January 2022
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
Feb 3
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Monthly Asset Allocation Review - January 2022
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