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User Profile: Callum Thomas @Callum_Thomas Head of Research @topdowncharts Likes: charts, data, macro, multi-asset investing, economics, geopolitics, contrarianism. (tweets = not advice) Southland, New Zealand chartstorm.substack.com Joined May 2009

Callum Thomas @Callum_Thomas 22 Sep 2018 More My business = chart-driven macro insights for investors: http://www.topdowncharts.com -global asset allocation and economics research service -aimed at multi-asset investors, PMs, asset allocators -my business on twitter @topdowncharts -my story so far: https://www.linkedin.com/pulse/out-blue-my-first-2-years-business-callum-thomas/ 33 replies 30 retweets 311 likes Reply 33 Retweet 30 Retweeted 30 Like 311 Liked 311

Topdown Charts @topdowncharts 10h10 hours ago More Chart of the Week - Fed behind the curve https://topdowncharts.substack.com/p/chart-of-the-week-and-weekly-report-ddc The Fed has resolutely positioned itself well behind the curve in terms of managing inflation expectations. Investors might need to get to grips with a whole new version of the old saying "don't fight the Fed"... pic.twitter.com/muQz6bnlLP 0 replies 6 retweets 28 likes Reply Retweet 6 Retweeted 6 Like 28 Liked 28

Callum Thomas @Callum_Thomas 4h4 hours ago More Callum Thomas Retweeted whats stopping you from becoming financially independent and living in a place like this https://twitter.com/SalonDesArtsOff/status/1467952481296596997 Callum Thomas added, @SalonDesArtsOff King Alfred's Tower, England pic.twitter.com/Nd4ikWXCnN 17 replies 0 retweets 18 likes Reply 17 Retweet Retweeted Like 18 Liked 18

Callum Thomas @Callum_Thomas 7h7 hours ago More Callum Thomas Retweeted Callum Thomas on the plus side i've crushed the daily 10,000 steps https://twitter.com/Callum_Thomas/status/1467962494207479809 Callum Thomas added, Callum Thomas @Callum_Thomas moving sucks 0 replies 0 retweets 7 likes Reply Retweet Retweeted Like 7 Liked 7

Topdown Charts @topdowncharts 15h15 hours ago More Investors increasingly all-in even as markets wobble... https://www.topdowncharts.com/post/extreme-pessimism-oversold-indicators pic.twitter.com/z9rh0tPsJ3 4 replies 17 retweets 39 likes Reply 4 Retweet 17 Retweeted 17 Like 39 Liked 39

Callum Thomas @Callum_Thomas 15h15 hours ago More moving sucks 6 replies 2 retweets 22 likes Reply 6 Retweet 2 Retweeted 2 Like 22 Liked 22

Callum Thomas @Callum_Thomas 15h15 hours ago More ICYMI: Weekly Chart Storm blog post https://chartstorm.substack.com/p/weekly-s-and-p500-chartstorm-5-december Thanks & #FF to chart sources: @topdowncharts @SofiaHCBBG @radar_market @dissectmarkets @MarketPictorial @KailashConcepts @JanGold_ 2 replies 5 retweets 16 likes Reply 2 Retweet 5 Retweeted 5 Like 16 Liked 16

Topdown Charts @topdowncharts Dec 3 More Weekly report highlights: https://www.topdowncharts.com/post/weekly-macro-themes-3-december-2021 This week a check in on sentiment and technicals, along with a parsing of the inflation/policy outlook, and taking stock of crude oil and commodity prices 0 replies 4 retweets 2 likes Reply Retweet 4 Retweeted 4 Like 2 Liked 2

Callum Thomas @Callum_Thomas Dec 5 More Callum Thomas Retweeted Topdown Charts Liquid assets https://twitter.com/topdowncharts/status/1467559166621347840 Callum Thomas added, Topdown Charts @topdowncharts Inflation or investment opportunity? As we head into the festive season, and what looks like a less-than-festive season in stocks, the Liv-ex Fine Wine Index may be a bit more relevant than usual! Read more: https://chartstorm.substack.com/p/weekly-s-and-p500-chartstorm-5-december pic.twitter.com/pDxk4vPWwC Show this thread 4 replies 2 retweets 17 likes Reply 4 Retweet 2 Retweeted 2 Like 17 Liked 17

Topdown Charts @topdowncharts Dec 5 More Charts from the weekly surveys by @Callum_Thomas -- both technicals + fundamentals sentiment moved net-bearish this week... clear change in mood $SPX $SPY pic.twitter.com/woUNjOGAjL 1 reply 2 retweets 18 likes Reply 1 Retweet 2 Retweeted 2 Like 18 Liked 18 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 5 More Also on the radar is Putin-Biden video call on Tuesday -- could be important given all that's going on in Europe at the moment... 0 replies 1 retweet 3 likes Reply Retweet 1 Retweeted 1 Like 3 Liked 3 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 5 More On the radar: -Cbanks: AUD, CAD, INR, BRL -China CPI/PPI -USA CPI, UoM consumer sent. Markets: WTI crude consolidating at support, DXY at resistance, gold bouncing off support, 10yr yields breaking down, stocks still looking tenuous, Bitcoin stabilizing after W/E flash crash... 1 reply 3 retweets 14 likes Reply 1 Retweet 3 Retweeted 3 Like 14 Liked 14 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 5 More More rate hikes: -Moldova +100bps to 6.50% -Kyrgyzstan +50bps to 8.0% Updated YTD rate-hike count: 103 interest rate hikes 39 central banks 1 reply 5 retweets 16 likes Reply 1 Retweet 5 Retweeted 5 Like 16 Liked 16 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 5 More Callum Thomas Retweeted Callum Thomas ICYMI: chart storm blog post (extra commentary and context) https://twitter.com/Callum_Thomas/status/1467222532235223041 Callum Thomas added, Callum Thomas @Callum_Thomas Weekly S&P500 ChartStorm WriteUp https://chartstorm.substack.com/p/weekly-s-and-p500-chartstorm-5-december 0 replies 0 retweets 3 likes Reply Retweet Retweeted Like 3 Liked 3

Callum Thomas @Callum_Thomas Dec 5 More Bond sentiment come all the way up to neutral pic.twitter.com/EIzM76270n 0 replies 0 retweets 2 likes Reply Retweet Retweeted Like 2 Liked 2 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 5 More Equity survey moved slightly net-bearish pic.twitter.com/fWUWpPNHFk 0 replies 1 retweet 8 likes Reply Retweet 1 Retweeted 1 Like 8 Liked 8 Show this thread Show this thread

Callum Thomas @Callum_Thomas Dec 4 More 10. So... global equities ex-US, commodities, and EM fixed income? Definitely not on most investors radars given how well long US equities and bonds have done the past decade https://www.linkedin.com/feed/update/urn:li:activity:6872345310681792512/ pic.twitter.com/PIL17useEu 2 replies 8 retweets 38 likes Reply 2 Retweet 8 Retweeted 8 Like 38 Liked 38

Callum Thomas @Callum_Thomas Dec 4 More 9. My preferred valuation metric (PE10 ratio) is definitely elevated, and especially so vs rest-of-world, but not quite exceeding dot-com levels yet... https://topdowncharts.substack.com/p/chart-of-the-week-and-weekly-report-925 $SPX $SPY pic.twitter.com/MhI9UgInyG 7 replies 24 retweets 64 likes Reply 7 Retweet 24 Retweeted 24 Like 64 Liked 64

Callum Thomas @Callum_Thomas Dec 4 More 8. Average "Market Cap to GDP Ratio" across developed markets is at a new all time high... h/t @JanGold_ pic.twitter.com/gawLloKejG 1 reply 11 retweets 46 likes Reply 1 Retweet 11 Retweeted 11 Like 46 Liked 46

Callum Thomas @Callum_Thomas Dec 4 More 7. Breadth of Valuation: more and more stocks entering new stratosphere of valuation (albeit profit margins are higher and interest rates are lower) h/t @KailashConcepts pic.twitter.com/SiRVgsv7ad 2 replies 22 retweets 65 likes Reply 2 Retweet 22 Retweeted 22 Like 65 Liked 65

Callum Thomas @Callum_Thomas Dec 4 More 6. Value is Cheap vs Growth (value stocks keep getting crushed by growth) h/t @MarketPictorial pic.twitter.com/kUtYLlEPlk 1 reply 18 retweets 69 likes Reply 1 Retweet 18 Retweeted 18 Like 69 Liked 69

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