Topdown Charts 2021 End of Year Special Report
Topdown Charts 2021 End of Year Special Report
(50 of our best/worst/favorite charts of 2021 and ones to watch in 2022)
2021 End of Year Special Edition [Free Download]
This report includes 50 of our best, worst, and favorite charts of 2021 and the must-see macro/market charts to have on your radar in 2022…
(n.b. please see the alternate download link if the above attachment does not work)
This report takes a different format than the usual weekly slide deck: reviewing the key charts of 2021, before going through the ones to watch for 2022. As a holiday treat I have decided to provide the full report free to our followers and supporters.
Specifically, the contents:
Charts That Worked
Charts That Didn't Work
My Favorite Charts
Charts to Watch in 2022
Honorable Mentions
People's Choice Charts
New Asset Class Coverage
I hope you enjoy this selection of charts which I have meticulously handpicked from reviewing all of the Weekly Macro Themes reports of the past year. As an exercise in reflection, this has been extremely useful as I continue to hone my craft and refine the reports (…not to mention giving me a number of ideas to work on in the year ahead!).
Chart of the Week?
Yep, for our Free Subscribers each week we send out a chart along with some commentary/context and a key takeaway — so you’re never left guessing on why the chart matters ...and the charts matter!
The focus is on illuminating the ever-changing macro/market outlook to help identify incoming risks and opportunities.
Checkout the last few editions of the Chart of the Week:
OECD Leading Indicator MashUp (and a possible 2022 growth scare)
What about the Paid Service?
We kept getting requests from people who either lacked the budget for our full service, or simply lacked the bandwidth to consume the full service…
So we created something that condenses down what we do with the full service, to provide a highly useful entry-level service for:
People who are time poor: they just want the key points
(or they don’t need all of the fine details)
but they don’t want to miss emerging themes and ideas
and/or don’t have the institutional budget
and who want hand-picked charts that capture critical issues, but also want the context - the “so what?“
Specifically, what you get in the Entry-Level Service:
Weekly Insights Report (Tuesday NZ time)
Monthly Asset Allocation Review (start of the month)
Full Access to the report archives and Q&A
Key Benefits to Subscribers:
Get onto emerging risks + interesting opportunities
Stay informed on meaningful macro themes/trends
Access to exclusive charts with a clear “so what?“
It’s like having an investment strategist in your corner, helping you keep on top of macro and markets; pointing out critical risks and opportunities.
If you still have any questions, check out the resource list below or get in touch
Further Resources on Topdown Charts Substack
If you are still thinking about subscribing, the following resources may be helpful [but do reach out if you have any specific questions].
What is the Weekly Insights report?
An outline of what’s included in the service, the key features/benefits, and who the service was designed for.
How Does the Substack service differ from the Institutional Service?
Comparing and contrasting the entry-level vs the full-service.
Some thoughts and figures on track record (i.e. “why should I trust you?“)
Research Process and Philosophy
How I approach the world of macro and markets, framework and thinking, key beliefs, objectives and scope of the research.
Details on the Quarterly pack, what it is, a free sample, and why it is useful.
Follow Us on Social Media!
If you’d rather not sign up at the moment simply follow us on social media for occasional charts, links, and updates on what we’re up to with the business.
…and definitely reach out: comments/replies/shares are always welcome!
Thanks for your interest.
Sincerely,
Callum Thomas
Head of Research and Founder at Topdown Charts
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