Callum Thomas @Callum_Thomas
Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers. chartstorm.info Queenstown, New Zealand Joined May 2009-
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ICYMI: Weekly ChartStorm blog post chartstorm.info/p/weekly-s-and… Thanks + follow reco to chart sources @topdowncharts @StockCharts @NorbertKeimling @CameronDawson @ISABELNET_SA @dailychartbook @SarnaCapital @laidler_ben
The Chinese property market is in a deep, broad, and drawn-out downturn... Here's why this matters: entrylevel.topdowncharts.com/p/chart-of-the…
Stocks are Expensive. Commodities and Bonds are Cheap. I know where I'd rather be @topdowncharts
As long as there is innovation, ingenuity, and just general human spirit (as there always has been -- since the dawn of mankind)... there is no limit on the number of humans that can exist, none. Only lack of imagination, and smallness of mind.
IMPORTANT PSA -- don't click on any other piece of "Sell in May" content until you review this Should you really "SIM" ? chartstorm.info/p/off-topic-ch…
working on an interesting "off-topic ChartStorm" post at the moment... timely issue, challenges conventional wisdoms/sayings, somewhat surprising stats so far but still number crunching and chart-crafting.. 🤓 (you know what to do)
CRE & REIT valuations have reset materially (albeit not really cheap as such just yet) Housing market meanwhile, still floating away in another world, hasn't taken the medicine yet... @topdowncharts
people tend to think the change in course is the risk, but often times the bigger risk is the unchanged course
In the multi-asset context, a skilled analyst will find more than just a surface-level insight from valuation signals... Here's how to use valuation signals to get ahead, detect risks, and optimize portfolio allocations through the cycle: entrylevel.topdowncharts.com/p/valuations-f…
Speculators in US stock index futures have stepped up their Bullish bets in recent weeks Smart money? (...or late to the party?)
Weekly Insights - Edition 156 entrylevel.topdowncharts.com/p/weekly-insig… This week: market update, bond yield outlook, GSV vs ULG, global vs US equities, small caps vs large caps, value vs growth, NZ equities...
brainwash yourself with positive mental attitude propaganda your brain with optimism gaslight yourself into hope
Classic breakout from a multi-year triangle pattern #technicalanalysisofmacrodata
Classic breakout from a multi-year triangle pattern #technicalanalysisofmacrodata https://t.co/6aDE3sXIdM
hotel -2 minute walk from workshop event -reasonably priced -80% of reviews are 4-5 stars -20% of reviews are 1 star --they are recent reviews --stating similar issues do you stay there? (based on the reviews, you have a known at least ~1/5 chance of a sh*t stay)
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IMPORTANT UPDATE -- you are about to be deluged with "Sell-in-May" clickbait, this article looks at data and looks at it in a level of detail and nuance that no one else seems willing to do. Mind your sources, protect your portfolio...
IMPORTANT PSA -- don't click on any other piece of "Sell in May" content until you review this Should you really "SIM" ? chartstorm.info/p/off-topic-ch…
@Callum_Thomas Commodity super cycle...and the Street isn't involved (relative)
@Callum_Thomas @LynAldenContact Don’t forget that China needs to stimulate out of a real estate bubble burst. And they are letting yuan weaken. Can reasonably speculate they’re going to try and export out of their problems (like 2008). Bullish for old economy businesses too.
@Callum_Thomas @LynAldenContact Yeah, but the problem with cyclicals is that they are cyclical. No network growth effect that can last for a long time while the asset grows in value.
@Callum_Thomas @LynAldenContact This has been called for for the past 10-20 years and it never came to fruition. Why is it going to work this time?
read more on this issue (+ subscribe to the free Chart Of The Week): entrylevel.topdowncharts.com/p/chart-of-the…
Thanks @Callum_Thomas and @topdowncharts for including a chart from this week’s Weekly Edge! Here is the link to @jpetersct piece on earnings! newedgewealth.com/running-agains…
ICYMI: Weekly ChartStorm blog post chartstorm.info/p/weekly-s-and… Thanks + follow reco to chart sources @topdowncharts @StockCharts @NorbertKeimling @CameronDawson @ISABELNET_SA @dailychartbook @SarnaCapital @laidler_ben
Global stocks have almost *twice* the weighting to "Old Cyclical" sectors that US has, and this is a big deal because a transition is underway... Thanks to the rebound in global trade and manufacturing, a multi-faceted capex surge, and bullish outlook for commodities -- the…
Chart of the Week - Old Cyclicals and the Great Global vs US Stocks debate: entrylevel.topdowncharts.com/p/chart-of-the…
ICYMI: Weekly ChartStorm blog post chartstorm.info/p/weekly-s-and… Thanks + follow reco to chart sources @topdowncharts @StockCharts @NorbertKeimling @CameronDawson @ISABELNET_SA @dailychartbook @SarnaCapital @laidler_ben
@jaykaeppel @Callum_Thomas Yes, I am also watching it!