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Chart of the Week - MEEGA Update
Make European Equities Great Again... [here comes the breakout]
21 hrs ago
•
Callum Thomas
21
Weekly Insights - Edition 230
This week: global markets update, European equity technicals, macro radar, monthly pack link, ideas inventory...
Oct 6
•
Callum Thomas
3
Monthly Asset Allocation Review - September 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Oct 3
•
Callum Thomas
1
Chart of the Week - Drift Risk Rising
Passive index investors have been drifted into an increasingly aggressive (and risky) portfolio, here's how we got here and what to do about it...
Oct 1
•
Callum Thomas
33
2
September 2025
Weekly Insights - Edition 230
This week: global markets review, technical risk-watch, emerging market equities update, macro radar, quarterly pack...
Sep 29
•
Callum Thomas
3
10 Charts to Watch in 2025 [Q3 Update]
Key charts and issues to keep track of in Q4 and beyond...
Sep 24
•
Callum Thomas
62
Weekly Insights - Edition 229
This week: global markets update, US dollar technicals, macro radar, ideas inventory...
Sep 22
•
Callum Thomas
3
Chart of the Week - Stocks vs Bonds
Taking stock of the Stock/Bond Ratio (reviewing technicals, sentiment, valuations, macro, and strategic asset allocation perspectives)
Sep 18
•
Callum Thomas
37
Weekly Insights - Edition 228
This week: global markets update, stocks vs bonds, treasuries bull case, global vs US equities, crude oil and energy stocks, commodity equities...
Sep 13
•
Callum Thomas
4
Chart of the Week - US Small Caps
This chart provides a unique angle on *both* the Biggest Risk & Opportunity in US markets right now...
Sep 9
•
Callum Thomas
47
2
Weekly Insights - Edition 227
This week: global markets update, US treasuries outlook, macro radar, monthly pack link, ideas tracker...
Sep 8
•
Callum Thomas
2
Chart of the Week - Changing Seasons
The seasons are changing, but in ways you might not expect, and this is a good opportunity to think deeper on seasonality AND strategy...
Sep 5
•
Callum Thomas
59
2
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