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Weekly Insights - Edition 227
This week: global markets update, US treasuries outlook, macro radar, monthly pack link, ideas tracker...
8 hrs ago
•
Callum Thomas
1
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
56
2
Monthly Asset Allocation Review - August 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Sep 4
•
Callum Thomas
1
Weekly Insights - Edition 226
This week: global markets update, defensives tactical outlook, property risk check, REITS in review, Japanese equities, US Small Caps, global banking…
Sep 1
•
Callum Thomas
3
August 2025
Chart of the Week - Global Equities
We've got a technical breakout, monetary tailwinds, and cheap valuations -- what more do you want?
Aug 27
•
Callum Thomas
37
Weekly Insights - Edition 225
This week: global markets update, 10-year treasury yield outlook, global growth/inflation pulse, Commodities, China macro, Chinese stocks, emerging…
Aug 25
•
Callum Thomas
7
Chart of the Week - The Best vs Worst
The Best stocks Now Look the Worst, and the worst look the best -- here's a look at why and what to watch for on the Bullish vs Bearish pathways from…
Aug 21
•
Callum Thomas
50
2
Weekly Insights - Edition 224
This week: global markets update, EM equity technicals, US dollar outlook, "GSV vs ULG", EM fixed income, LatAm equities, Frontier Markets...
Aug 18
•
Callum Thomas
4
2
Chart of the Week - Bitcoin Tipping Point or Tripping Point?
Allocations reach a new high as sentiment boils over, what's coming next...
Aug 13
•
Callum Thomas
35
3
Weekly Insights - Edition 223
This week: global markets update, commodity technicals, global equities bull market and global vs US rotation update, macro radar, ideas inventory...
Aug 11
•
Callum Thomas
5
Weekly Insights - Edition 222
This week: global markets update, defensive equities tactical outlook, macro risk radar, monthly asset allocation review link, ideas inventory...
Aug 3
•
Callum Thomas
2
Monthly Asset Allocation Review - July 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Aug 2
•
Callum Thomas
4
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