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2024 End of Year Special Report
(our best/worst/favorite charts of 2024 and ones to watch in 2025)
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Callum Thomas
Chart of the Week - Equity vs Credit
Equity + Credit investors can agree on one thing...
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Callum Thomas
1
Weekly Insights - Edition 189
This week: market update, defensive equities, stocks vs bonds, credit spreads, tech stocks, global vs US equities, US dollar, the US asset premium...
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Callum Thomas
Chart of the Week - The Prospective ERP
Calculating and tracking a prospective/forward-looking equity risk premium...
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Callum Thomas
Weekly Insights - Edition 188
This week: global market update, commodities outlook, crude oil technicals, monthly asset allocation review...
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Callum Thomas
Chart of the Week - Relative Value Trinity
The increasingly extreme relative value trinity in global equities
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Callum Thomas
3
Monthly Asset Allocation Review - November 2024
Review of markets and succinct guide to risk vs return outlook across asset classes
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Callum Thomas
Weekly Insights - Edition 187
This week: global market update, bond yield technicals, global equity relative value extremes, EM Equities, EM debt, frontier markets, gold price…
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Callum Thomas

November 2024

Weekly Insights - Edition 186
This week: market update, global equity technical risk flags, the Gold 60/40, US housing market, US small caps, UK equities, European equities...
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Callum Thomas
Chart of the Week - Commodities Cheap
from Supercycle to Cyclical Bear Market, now what?
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Callum Thomas
3
Weekly Insights - Edition 185
This week: market update, EMFX technicals, US dollar outlook, China property and stocks, commodity prices, oil and energy stocks...
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Callum Thomas
Chart of the Week - If it's Obvious...
Why this "obvious loser" of the election may actually be a big winner...
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Callum Thomas
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