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Topdown Charts 2021 End of Year Special Report

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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

topdowncharts.substack.com

2021 End of Year Special Edition [Free Download]

This report includes 50 of our best, worst, and favorite charts of 2021 and the must-see macro/market charts to have on your radar in 2022…

Topdown Charts End Of Year Special Edition 2021 Final
3.57MB ∙ PDF File
Download
Download

(n.b. please see the alternate download link if the above attachment does not work)

Or subscribe below (free) and you’ll receive the report straight to your inbox ↓

This report takes a different format than the usual weekly slide deck: reviewing the key charts of 2021, before going through the ones to watch for 2022. As a holiday treat I have decided to provide the full report free to our followers and supporters.

Specifically, the contents:

  • Charts That Worked

  • Charts That Didn't Work

  • My Favorite Charts

  • Charts to Watch in 2022

  • Honorable Mentions

  • People's Choice Charts

  • New Asset Class Coverage

I hope you enjoy this selection of charts which I have meticulously handpicked from reviewing all of the Weekly Macro Themes reports of the past year.  As an exercise in reflection, this has been extremely useful as I continue to hone my craft and refine the reports (…not to mention giving me a number of ideas to work on in the year ahead!).

Subscribe (free) - you’ll receive a copy of the report + our regular “Chart of the Week“ emails


Chart of the Week?

Yep, for our Free Subscribers each week we send out a chart along with some commentary/context and a key takeaway — so you’re never left guessing on why the chart matters ...and the charts matter!

The focus is on illuminating the ever-changing macro/market outlook to help identify incoming risks and opportunities.

Checkout the last few editions of the Chart of the Week:

  • Global vs US Corporate Earnings Cycles

  • Fed Policy Path disconnect vs Inflation Expectations

  • OECD Leading Indicator MashUp (and a possible 2022 growth scare)

  • US Dollar Technicals

  • Stock & Bond Market Valuations

Subscribe to the Chart of the Week ↓


What about the Paid Service?

We kept getting requests from people who either lacked the budget for our full service, or simply lacked the bandwidth to consume the full service…

So we created something that condenses down what we do with the full service, to provide a highly useful entry-level service for:

  • People who are time poor: they just want the key points

  • (or they don’t need all of the fine details)

  • but they don’t want to miss emerging themes and ideas

  • and/or don’t have the institutional budget

  • and who want hand-picked charts that capture critical issues, but also want the context - the “so what?“

Specifically, what you get in the Entry-Level Service:

  • Weekly Insights Report (Tuesday NZ time)

  • Monthly Asset Allocation Review (start of the month)

  • Full Access to the report archives and Q&A

Key Benefits to Subscribers:

  • Get onto emerging risks + interesting opportunities

  • Stay informed on meaningful macro themes/trends

  • Access to exclusive charts with a clear “so what?“

It’s like having an investment strategist in your corner, helping you keep on top of macro and markets; pointing out critical risks and opportunities.

Subscribe to our Entry-Level service now (or sign up for the free version first and then you can decide to upgrade to paid later) ↓

If you still have any questions, check out the resource list below or get in touch

Further Resources on Topdown Charts Substack

If you are still thinking about subscribing, the following resources may be helpful [but do reach out if you have any specific questions].

What is the Weekly Insights report?

An outline of what’s included in the service, the key features/benefits, and who the service was designed for.

How Does the Substack service differ from the Institutional Service?

Comparing and contrasting the entry-level vs the full-service.

Track Record

Some thoughts and figures on track record (i.e. “why should I trust you?“)

Research Process and Philosophy

How I approach the world of macro and markets, framework and thinking, key beliefs, objectives and scope of the research.

Quarterly Strategy Pack

Details on the Quarterly pack, what it is, a free sample, and why it is useful.


Follow Us on Social Media!

If you’d rather not sign up at the moment simply follow us on social media for occasional charts, links, and updates on what we’re up to with the business.

  • Topdown Charts on Twitter

  • LinkedIn Company Page

  • YouTube Channel

  • Blog/Website

…and definitely reach out: comments/replies/shares are always welcome!


Thanks for your interest.

Sincerely,
Callum Thomas
Head of Research and Founder at Topdown Charts

Follow me on Twitter
Connect on LinkedIn

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Topdown Charts 2021 End of Year Special Report

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