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Chart of the Week - Where's the Value?
“the past does not equal the future“
Mar 25
•
Callum Thomas
8
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Chart of the Week - Where's the Value?
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Weekly Insights - Edition 151
This week: emerging market technicals, global policy pulse, US dollar outlook, GSV vs ULG, defensive equities, renewable energy stocks and carbon…
Mar 24
•
Callum Thomas
2
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Weekly Insights - Edition 151
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12 Charts to Watch in 2024 [Q1 Update]
Key charts and issues to keep track of in the year ahead and beyond...
Mar 20
•
Callum Thomas
15
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12 Charts to Watch in 2024 [Q1 Update]
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Chart of the Week - Bullish Commodities
Extremely bullish technical chart -- rare that you see this type of setup...
Mar 18
•
Callum Thomas
15
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Chart of the Week - Bullish Commodities
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Weekly Insights - Edition 150
This week: global markets update, commodities cyclical outlook, macro radar
Mar 17
•
Callum Thomas
1
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Weekly Insights - Edition 150
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Chart of the Week - Gold ETF Assets
Investors are not buying it...
Mar 11
•
Callum Thomas
12
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Chart of the Week - Gold ETF Assets
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Weekly Insights - Edition 149
This week: reacceleration risk, inflation resurgence risk, commodities, Japan, gold...
Mar 7
•
Callum Thomas
3
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Weekly Insights - Edition 149
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5
16 Different Stockmarket Valuation Indicators
Comparison and collation of the various valuation indicators for the stock market
Mar 5
•
Callum Thomas
27
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16 Different Stockmarket Valuation Indicators
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Chart of the Week - Emerging Tranquility
Are we entering a new great moderation for EM? Or is it just a contrarian signal...
Mar 4
•
Callum Thomas
12
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Chart of the Week - Emerging Tranquility
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Weekly Insights - Edition 148
This week: global markets check, risk pricing update, macro radar, commodities tactical outlook...
Mar 3
•
Callum Thomas
1
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Weekly Insights - Edition 148
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Monthly Asset Allocation Review - February 2024
Review of markets and succinct guide to risk vs return outlook across asset classes
Mar 1
•
Callum Thomas
1
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Monthly Asset Allocation Review - February 2024
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February 2024
Chart of the Week - CRE Prices in Perspective
Probing price history, cycles, and risk in this important asset class...
Feb 27
•
Callum Thomas
8
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Chart of the Week - CRE Prices in Perspective
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