Callum Thomas Profile picture
Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
5 subscribers
Apr 7 8 tweets 3 min read
The rally in Gold is *not* (yet) a retail thing

Retail implied allocations to gold (via ETFs) are still at the bottom of the range, barely moved [despite gold breaking out to new all-time highs, and beating stocks YTD, up more than 10%] Image "so who's buying then?"

chart @JanGold_ via @HumbleStudent Image
May 17, 2023 11 tweets 5 min read
The MONTHLY ChartStorm - May 2023

$SPX $SPY $ES_F $VIX $STUDY

(thread) Welcome to the inaugural MONTHLY ChartStorm — basically a digest of some of the most intriguing charts of the past month from the (now paywalled) Weekly S&P500 #ChartStorm
May 14, 2023 9 tweets 2 min read
Weekly S&P500 ChartStorm

Learnings and conclusions from this week’s charts: twitter.com/i/web/status/1… 1. There are bull markets, bear markets, and bored markets. 🥱
Apr 30, 2023 9 tweets 1 min read
Weekly S&P500 ChartStorm

Learnings and conclusions from this week’s charts: 1. April marks the 4th month in a row that the S&P500 closed above its 10-month moving average. Yet, the index remains below key overhead resistance levels.
Apr 29, 2023 4 tweets 1 min read
Your equities view/positioning is (primary reason in brackets): Your *bonds* view/positioning is (primary reason in brackets):
[Bearish = rising yields]
[Bullish = falling yields]
Feb 26, 2023 15 tweets 6 min read
Off-Topic ChartStorm on Bond Yields 👇🧵🚀

$MACRO $BONDS $FED $TNX $TLT $IEF (from the unpaywalled post here: chartstorm.substack.com/p/off-topic-ch… )
Jan 20, 2023 10 tweets 2 min read
#ChartStorm Changes !!! 😯🤫😱

After overthinking about it for a long time,
I have decided to make a couple of changes to the Weekly S&P500 ChartStorm

I will briefly explain what and why... Firstly, I want to thank you for following me and the ChartStorm. Your interest, comments, and occasional praise mean a lot to me.

As some of you may be aware, I’ve been going at it on the Weekly S&P500 ChartStorm *non-stop* every weekend for over 7 years now...
Dec 24, 2022 13 tweets 8 min read
Weekly S&P500 #ChartStorm time!!

$SPX $SPY $ES_F $VIX $STUDY Slightly different format than usual given quieter time-of-year: focusing on some of the more timeless charts of the ChartStorms of the past year or so... 🤓🧐🤔
Nov 29, 2022 12 tweets 2 min read
fintwit Chart Etiquette thread

(just my own personal rules, but I think they make sense so encourage others to use as they see fit) 1. Give credit to the source if you share a chart

try to source it to the original creator if possible
Nov 27, 2022 4 tweets 1 min read
Your equities view/positioning is (primary reason in brackets): Your *bonds* view/positioning is (primary reason in brackets):
[Bearish = rising yields]
[Bullish = falling yields]