Topdown Charts @topdowncharts
Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions. topdowncharts.com Queenstown, New Zealand Joined September 2016-
Tweets15K
-
Followers51K
-
Following91
-
Likes12K
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…
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...
A Higher-For-Longer long-term rate of inflation means the new normal for bond yields is likely 4-5%+ for the time being. Here's what's happening: entrylevel.topdowncharts.com/p/chart-of-the…
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…
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 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...
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
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…
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
Chart of the Week - Old Cyclicals and the Great Global vs US Stocks debate: entrylevel.topdowncharts.com/p/chart-of-the…
Stocks are Expensive. Commodities and Bonds are Cheap. I know where I'd rather be @topdowncharts
This chart is valuable because it tells us 2 things: -emerging risks and opportunities for these assets themselves -hidden risks and confirming info for *other* assets Let me explain: entrylevel.topdowncharts.com/p/valuations-f…
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?)
Learnings and conclusions from this week’s charts: 1. Sentiment has undergone a partial reset. 2. Technicals remain tenuous (index remains below short-term resistance, macro/intermarket indicators not confirming bounce). 3. ex-Mag 7 Earnings are set to outpace Mag 7 later this…
NOTE: Survey results (charts + historical data back to 2016) will be posted here: chartstorm.info/s/weekly-survey
There are at times significant differences in risk/opportunity in the Fixed Income space It's important for multi-asset investors to understand this and have visibility on valuation signals: entrylevel.topdowncharts.com/p/valuations-f…
This chart proves a key point from our perspective... Having visibility on valuations can help expose and detect critical risks in assets outside of your usual purview (e.g. CRE and housing valuations in the mid/late-2000's) Read more on this issue: entrylevel.topdowncharts.com/p/valuations-f…
Click through to vote in the Weekly Surveys (charts + data will be posted after the final results!) 🤓✍️🗒️
Click through to vote in the Weekly Surveys (charts + data will be posted after the final results!) 🤓✍️🗒️
Weekly S&P500 #ChartStorm by Head of Research @Callum_Thomas ---> chartstorm.info/p/weekly-s-and… This week: sentiment and flows, market health check, earnings tricks and tales, big cycles in small caps, inheritances, hyper-trading, margin debt demise... $SPX $SPY $ES_F $VIX $STUDY
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Michael A. Arouet @MichaelAArouet
75K Followers 767 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
jeroen blokland @jsblokland
113K Followers 692 Following Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research.
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Mike Zaccardi, CFA, C.. @MikeZaccardi
31K Followers 81 Following Investments, markets, personal finance writer. Charts, charts, and a bit of weather. Open to freelance work and/or the right full-time job.
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Ian McMillan, CMT @the_chart_life
113K Followers 672 Following Technical Analysis | Buy side @adaptiv | ETF: $ADPV @ADPV_ETF | Author: https://t.co/tuGfdGOurW | Alum @UofSC & @Citadel1842 | Tweets are not advice
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Nikolai Yakovenko @ivan_bezdomny
8K Followers 6K Following DeepNewz -- realtime news powered by AI. Check out our website and GPT Store app. iOS app coming soon! @deepnewsbot AI News @deepnftvaluebot NFT pricing
大橋ひろこ @hirokoFR
80K Followers 2K Following アナウンサー/投資家 ラジオNIKKEI「マーケット・トレンドDX」TBSラジオ「トレードアイランド学園」WEB動画「なるほど投資ゼミナール」「村上尚己のマーケットニュース」「探究！エミンチャンネル」「マーケット・スクランブル」ブログ「ひろこのボラタイルな日々」
mittdolcino.com @mittdolcino
5K Followers 759 Following Keep It Simple-Reality Explained Science&Economics Blog Telegram: https://t.co/lE7CEkm6fm https://t.co/hUN7tNASiN RTs are not endorsements
Aaron @ty33my
110 Followers 135 Following
Moneyy @moneyy55555
18 Followers 57 Following
Neo 🦈🏴 @NeodaraBb7
3K Followers 340 Following Aux vrais sommets, nul raccourci │ Trader passionné │Partisan de l'influence responsable │No financial advice│ @BlackFlag_cl │@Primony_
Mr Trader @__Mr__Trader__
202 Followers 2K Following Trader - DYODD - Not Financial Advice - Posts/Reposts/Replies/Likes/Bookmarks are not endorsements - 𝕏 the apparent home of free speech
WillE @WillE69759679
92 Followers 346 Following
Mikelandjelo_ @MilosZi97103111
52 Followers 185 Following
Felipe Morales @Fmoralp
75 Followers 504 Following
Next 610 @610Next016
0 Followers 123 Following
Cesar Crivelli @cesar_crivelli
13 Followers 33 Following Fundador da Praxis Investimentos. Analista de Investimentos CNPI. Ajudando você a investir no exterior com análises de qualidade.
mark @minasha00
195 Followers 422 Following Artist, Trader, Restaurant Leadership, Retail (Business Specialty), Forgiveness
Pablo Mercuri @pmercuri
101 Followers 2K Following
Christopher Wong @goldenhillwong
188 Followers 1K Following
wwwmanitobawww @ChunchengQ
191 Followers 1K Following
vikash kumar tulsyan @vikashtulsyan
56 Followers 232 Following
Rule of 72 @CompoundRule72
10 Followers 44 Following
Liron Bukai @liron853
24 Followers 85 Following
Adam Batt @adamjbatt
59 Followers 82 Following
pepema @pepema15
1 Followers 119 Following
Brave Neo @NeoBrave50705
27 Followers 189 Following
Mads Munkholm @MadsMunkholm
55 Followers 148 Following
AM @mercer84979810
174 Followers 1K Following
Gunnar Isaksson @gunnar_isaksson
60 Followers 121 Following
Andrew Wilson @ajgwilson
37 Followers 201 Following
Matt Bugden @m_bugden
177 Followers 824 Following
Ibrahim Ims @Ibby2112
16 Followers 633 Following
Carsten Lohmann @Carsten_Lohmann
1 Followers 77 Following
signal2noise (S2N) @s2nnews
162 Followers 111 Following We provide high probability global macro signals in a daily newsletter with access to our research portal. #trading #investing #globalmacro #charts #quants
Stefan Zagre @Stefanzaz
178 Followers 383 Following Visionary 💡 Digital Entrepreneur 🪄 Trader NDQ + Small Cap US 🎯 Digital Nomad 🧳 Macro Insights 🌍 Lived 🇨🇵🇱🇹🇺🇲🇷🇺🇺🇦🇪🇸
simpletrading @simpletrad17722
403 Followers 7K Following
cllllccc12345678 @cllllccc1247821
4 Followers 45 Following
DayTradingNomad @DayTraderNomad1
336 Followers 2K Following Day trader. I like luxury travel, champagne, scotch and steak
Jorge Orvananos - GFR @GFR_Jorge
92 Followers 295 Following Quant Research Think Tank established in 2010. Stock Model uses 4 parameters to analyze the trend of a stock: RISK, LIQUIDITY, POSITIONING, and TECHNICALS.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Mike Zaccardi, CFA, C.. @MikeZaccardi
31K Followers 81 Following Investments, markets, personal finance writer. Charts, charts, and a bit of weather. Open to freelance work and/or the right full-time job.
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
St. Louis Fed @stlouisfed
216K Followers 38 Following Official Federal Reserve Bank of St. Louis account. Central to America's Economy. Affiliated accounts: @FedFRASER & @FedHistory
Helpful Community Not.. @HelpfulNotes
110K Followers 0 Following Keep up-to-date with the @CommunityNotes people are finding helpful.
Publer @publer
46K Followers 158 Following Your ultimate social media management platform 💚 Plan, Schedule, Collaborate, Analyse & Report Explore Publer for free: https://t.co/0HhKEaZa4Q
Lyn Alden @LynAldenContact
679K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Product Hunt 😸 @ProductHunt
538K Followers 347 Following The place to find your new favorite product 🚀 | Get top products in your inbox: https://t.co/7QubFcCHjV
MarketCharts.com @MarketCharts
5K Followers 314 Following Charts, backtesting, scanning and alerts, including breadth indicators for $SPX / $SPY, $MID / $MDY, $SML / $SLY, $NDX / $QQQ, $RUT / $IWM, ETFs and more.
Ardi Aaziznia @Ardi_Aaziznia
26K Followers 684 Following Option trader | Author of Stock Market Explained | Disclaimer: The opinions below are mine and mine only unless otherwise stated.
Market Sentiment @mkt_sentiment
30K Followers 365 Following Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.
International Intrigu.. @intintrigue
25K Followers 229 Following 🌎 Expert but irreverent analysis from the intersection of geopolitics, business and tech Brought to you by former diplomats (@johnsnonsense & @Dicker_JJ)
zerohedge @zerohedge
1.8M Followers 901 Following
Stream by AlphaSense @StreamRG
3K Followers 4K Following The market’s broadest and highest-quality expert interview transcript library. Over 30,000 one-on-one interview transcripts on-demand.
Daily Chartbook @dailychartbook
14K Followers 299 Following The day's best charts & insights, curated: https://t.co/Eq1KKRKE1u
The Daily Upside @TheDailyUpside
28K Followers 52 Following Sharp news and analysis on finance, economics, and investing.
The Market Ear @themarketear
53K Followers 180 Following Live news, market analysis and unbiased commentary on https://t.co/1rQH9XSLsS
Pepperstone @PepperstoneFX
35K Followers 159 Following Access global CFD markets, market updates and expert analysis. All trading involves risk. General advice only. AFSL 414530.
Wall Street Horizon @WallStHorizon
3K Followers 355 Following Providing institutional traders with accurate forward-looking corporate event data. Earnings | Dividends | Investor Conferences. Now part of TMX Group.
Curt Jaimungal @TOEwithCurt
34K Followers 0 Following Exploring theories of everything, consciousness, Ai, and God. For business inquiries, contact toe at indiefilmto dot com
Kailash Concepts @KailashConcepts
16K Followers 3K Following Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits Built by a Team with 70+ years of Experience Disclaimer: https://t.co/uKOhDw5JGy
chartr 📊 @chartrdaily
27K Followers 326 Following 💡The #1 newsletter for visual thinkers. 📊 Culture. Money. Entertainment. Society. Chartr, Ltd. is part of the Sherwood Media group.
VettaFi | Advisor Per.. @AdvPerspectives
17K Followers 3K Following VettaFi | Advisor Perspectives has moved! Follow @Vetta_Fi for investment research, interactive data-driven tools and insights! #VettaFi
Snippet Finance @SnippetFinance
2K Followers 254 Following Daily easy to digest Snippets on: stocks | investing | finance; Find them all here ➜ https://t.co/ZgEtl1mCWX
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
Rocket Lab @RocketLab
516K Followers 198 Following Official account for Rocket Lab. We build rockets and spacecraft that open access to space to improve life on Earth.
Tadas Viskanta @abnormalreturns
126K Followers 725 Following Director of Investor Education at Ritholtz Wealth Management LLC and Editor of Abnormal Returns.
Harkster @HarksterHQ
4K Followers 1K Following Streaming financial research & commentary to bring you the macro themes at play in markets today. Setup your Harkster research inbox → https://t.co/2V1nfQwQPx
The Chart Report @TheChartReport
28K Followers 992 Following The newsletter with no news, just charts.
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Independent Research .. @IndependentRe11
148 Followers 145 Following The Gateway To Independent Research
Substack @SubstackInc
133K Followers 3K Following The home for great writing. Get the app: https://t.co/acZVN0MYVm
Geoff Castle @geoff_castle
1K Followers 377 Following Value oriented PM at Pender. Focused on opportunities in fixed income securities. Disclaimer: https://t.co/EjrwufQMNN
Eurekahedge @Eurekahedge
5K Followers 2K Following World’s largest independent data provider and alternative research firm in the hedge fund industry. Email [email protected] for data/press requests
PenderFund Capital Ma.. @Penderfund
2K Followers 360 Following Pender is an independent, employee-owned, value-based investment firm. Our goal is to create value while protecting capital. https://t.co/jmm7USDWhh
Jessup Wealth Managem.. @JessupWealth
254 Followers 520 Following Jessup Wealth Management is an enterprise practice proudly serving clients all over the U.S. Check out our weekly podcast and get to know us!
The Property Chronicl.. @PrprtyChronicle
815 Followers 297 Following A considered view of Real Estate, alternative real assets & other diversions. Published by @MediaShed.
StockCharts.com @StockCharts
43K Followers 93 Following Simply the web's best financial charts, helping you see the markets more clearly and make smarter investing decisions.
Refinitiv, an LSEG bu.. @Refinitiv
27K Followers 301 Following Refinitiv is now @LSEGplc and this page is now inactive, please follow @LSEGplc for further updates. #LSEG
Lipper Alpha Insight .. @Lipper_Alpha
12K Followers 608 Following @Refinitiv is an @LSEGplc business. #Lipper Alpha Insight provides fund insight and market outlooks #SearchForAlpha #TrustedData
Elon Musk @elonmusk
181.6M Followers 585 Following
Bloomberg Markets @markets
1.7M Followers 230 Following Breaking news and analysis on global financial markets Sign up for newsletters: https://t.co/3zp754sbuD Catch up on Markets Wrap: https://t.co/PF0mrEttGc
BrightTALK @BrightTALK
17K Followers 8K Following BrightTALK brings #professionals and businesses together to learn and grow with over 100,000 free #webinars and talks from industry #experts. Join us!
Portfolio Constructio.. @PortfolioForum
1K Followers 160 Following Australia and NZ's leading specialist, independent, provider of investment continuing education and certification for portfolio construction practitioners
The Chainsaw @chainsawdotcom
48K Followers 192 Following Your friendly local neighbourhood newspaper on things Web3 and future tech. 🚀 https://t.co/khCOEQ7fiw
Robert J Shiller @RobertJShiller
191K Followers 57 Following Economist at Yale University. Irrationally Exuberant.
OECD Statistics @OECD_Stat
120K Followers 228 Following OECD produces internationally comparable statistics, on a wide range of topics, to aid in government policy-making.
IMF @IMFNews
2.3M Followers 356 Following Bringing together 190 member countries to improve lives through global growth and economic stability.Market volatility always reveals whether people have a process or are just gambling and scrambling.
@RyanDetrick Sell in May works mainly in bear markets. Source = @topdowncharts @Callum_Thomas
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…
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…
read more on this issue (+ subscribe to the free Chart Of The Week): 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
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
Stocks are Expensive. Commodities and Bonds are Cheap. I know where I'd rather be @topdowncharts
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...
@topdowncharts These z-scores are the cat's meow. 👍
Invest in indexes? Pay close attention to this chart (Click through for explanation and implications)
The Worst become the Best? If you look under the hood of Global Equities there are some astounding relative Value Opportunities developing -- last seen this type of setup 20-years ago...
Industrial metals are breaking out! This is perhaps one of the most important macro/market developments this year -- here's why (Click to read) [Free]
This is one of the most bullish technical setup we've seen in a while... Here's the thing though, if you're Bullish on #Commodities, that's saying something big (read more - click):
Inflation is getting Sticky. "Higher For Longer" risk is here... What that means for bond yields:
Speculators in US stock index futures have stepped up their Bullish bets in recent weeks Smart money? (...or late to the party?)
Link to charts (click): chartstorm.info/p/weekly-s-and…
Trends for United States
You might like
