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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.

The pace of US IPO activity has shattered previous records. It is a clear sign of excess and market froth. The stampede into IPOs reflects (past) performance. Increasing issuance of...
Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought it would be helpful to take a quick progress check on...
Equity allocations have surged to a 2-year high. Cash allocations have dropped to the bottom end of the range. (Yet) cash *levels* have not changed much at all… One way to put it is that...
The purpose of this post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity Emerging" post.It also gives me a chance to...
Regular readers might recall back at the start of the year I published my 10 Charts to Watch for 2021. The number 2 chart showed the global backlogs indicator, I noted:"(the issue of backlogs) has 2...
The first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing one...Basically, I decided to combine all my big ideas into one...
Last week I shared some of the key charts I'm watching for 2021. So this week I wanted to share with you some of my favorite charts of 2020.This is an excerpt from my 2020 End of Year Special Report....
Late last year I sent out my 2020 End of Year Special report to clients. In that report I reflected on the year that was in terms of what charts worked well, what *didn't* work, my favorite charts,...
The end of 2020 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2020", the Q1 Update, the Half-Time Update, and Q3 Check-In, here's the final...
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of...