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Chart of the Week - The Worst Chart
This may be the worst chart ever for investors in US assets...
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Callum Thomas
2
Weekly Insights - Edition 206
This week: global markets update, commodities, weighing recession risk, stocks vs bonds, credit spreads, US dollar, global vs US equities...
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Callum Thomas
Chart of the Week - What's the Upside?
Taking stock of upside risks, short-term and further out...
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Callum Thomas
2
Weekly Insights - Edition 205
This week: global markets update, stockmarket outlook, upside vs downside risks inventory, macro radar, monthly asset allocation pack link
 • 
Callum Thomas
Monthly Asset Allocation Review - March 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
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Callum Thomas
2

March 2025

Chart of the Week - Boomtown or Bust
Zooming out, it's basically a textbook study of market cycles...
 • 
Callum Thomas
2
Weekly Insights - Edition 204
This week: markets update ahead of tariff week, US dollar outlook, macro radar, quarterly strategy pack...
 • 
Callum Thomas
10 Charts to Watch in 2025 [Q1 Update]
Key charts and issues to keep track of in the year ahead and beyond...
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Callum Thomas
2
Weekly Insights - Edition 203
This week: crude oil technicals, Chinese stocks, emerging markets, value vs growth, defensive stocks strategy, Japanese equities...
 • 
Callum Thomas
Chart of the Week - Stock/Bond Ratio
The tides are turning, important information and critical decisions for asset allocators...
 • 
Callum Thomas
6
Weekly Insights - Edition 202
This week: global markets update, US stock/bond ratio outlook, macro risk radar...
 • 
Callum Thomas
Chart of the Week - Tech Stock Check
Important update on the outlook for US Tech Stocks as the bull market ends...
 • 
Callum Thomas
4
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