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Callum Thomas

  • Analysis & Opinion

Callum Thomas's Opinion & Analysis
A complete archive of Callum Thomas's articles, including current analysis & opinion.

Well there goes the first half of the year. Don't know about you, and maybe I'm just getting old, but time seems to be slipping by faster and faster. Then again, maybe it's just the unusual and...
Welcome to the Weekly S&P500 #ChartStorm — a selection of 10 charts which I hand pick from around the web and post on Twitter. These charts focus on the S&P 500 (US equities); and the...
These charts focus on the S&P 500 (US equities); and the various forces and factors that influence the outlook—with the aim of bringing insight and perspective. 1. The Worst of Times: In...
Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in equity valuations between the USA and the rest of the world. A big part of the...
These charts focus on the S&P 500 (US equities); and the various forces and factors that influence the outlook—with the aim of bringing insight and perspective. Hope you enjoy! 1. Bear...
Rate Hikes on the Frontier of the Global Economy: This is one of my favorite charts, and one that helped get us onto the right side of the global policy pivot that has rippled across markets this...
1. Lines in the sand...The S&P 500 appears to be stalling at resistance after a short sharp rebound. Looking at the “correction risk drivers“ I’ve mentioned previously:EPOL...
Renewables vs Fossils: The relative performance of clean energy vs fossil fuel stocks has featured some wild boom/bust cycles over the past two decades. The current stage of the cycle is well and...
Welcome to the Weekly S&P500 #ChartStorm—a selection of 10 charts which I hand pick from around the web and post on Twitter. These charts focus on the S&P 500 (US equities); and the...
European Equities — Sentiment vs Stocks: After a very promising looking, indeed, almost textbook breakout last year, European equities have come all the way back down to support (former...