Archive - Topdown Charts

Chart of the Week - Stocks vs Bonds

Taking stock of the Stock/Bond Ratio (reviewing technicals, sentiment, valuations, macro, and strategic asset allocation perspectives)

13 hrs ago •

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 •

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 •

Weekly Insights - Edition 227

This week: global markets update, US treasuries outlook, macro radar, monthly pack link, ideas tracker...

Sep 8 •

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 •

Monthly Asset Allocation Review - August 2025

Review of markets and succinct guide to risk vs return outlook across asset classes

Sep 4 •

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 •

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 •

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 •

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 •

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 •

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 •

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