Founder of Topdown Charts
Contributor's Links: Topdown Charts

Callum is the founder of Topdown Charts - a chart driven research house covering global asset allocation and economics. Callum has a background in multi-asset investment strategy on the buyside and has built up strong research and analytical expertise for generating global macro driven ... more

ALL CONTRIBUTIONS

Inflation Surprise! (...Or Lack Thereof)
Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation.
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The Policy Pivot: Global Equities
A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning observer will note that the Powell Pivot is actually part of a wider global monetary policy pivot.
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Make Shipping Stocks Cheap Again
The trade war has wreaked havoc on global markets and indeed the global economy.
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The Value Of Value Stocks
Value stocks have had a hard time in recent years, and this persistent underperformance is putting traditional and long-held ideas at risk of being thrown out and discarded.
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10 Charts To Watch In 2019 (Half-Time Update)
Well, it's already H2 now, and what a year it's been so far.
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EM Central Banks Turning The Corner
The Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy pivot is already underway.
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STOCKS I FOLLOW

ACWI iShares MSCI ACWI Index Fund
AMLP ALPS ALERIAN MLP ETF
ASHR Deutsche X-trackers Harvest CSI 300 China A-Shares ETF
BITCOMP Bitcoin
CEW WISDOMTREE TR DRYFS EMRG
COMP Nasdaq Composite (Index)
DAX Recon Capital DAX Germany ETF
DBA PowerShares DB Agriculture Fund
DBC PowerShares DB Commodity Index Tracking Fund
DJP iPath Dow Jones-UBS Commodity Index Total Return ETN
DXJ WisdomTree Japan Total Dividend Fund
EEM iShares MSCI Emerging Markets Index
EMB iShares JPMorgan USD Emerging Markets Bond Fund
ENZL iShares Trust
EPHE iShares MSCI Philippines
EWZ iShares MSCI Brazil Index Fund
FM iShares MSCI Frontier 100 Index ETF
FRN Guggenheim Frontier Markets ETF
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GREK Global X MSCI Greece
GSG iShares S&P GSCI Commodity-Indexed Trust
GXG Global X/InterBolsa FTSE Colombia 20 ETF
IEF iShares Lehman 7-10 Year Treasury Bond Fund
IOO iShares S&P Global 100 Index Fund
IWM iShares Russell 2000 Index Fund
JJGTF iPath Bloomberg Grains SubTR ETN
JJOFF iPath Bloomberg Coffee SubTR ETN
NDX Nasdaq 100 Index
OILB iPath B S&P GSCI Crude Oil TR ETN
OVX CBOE Crude Oil Volatility Index
ROBO Robo-Stox Global Robotics And Automation Index ETF
RSX MARKET VECTORS RUS ETF
SPX S&P 500 Index
SPY SPDR S&P 500
TLT iShares Lehman 20+ Year Treasury Bond Fund
TVIX VELOCITYSHARES DAILY 2X VIX
TWTR Twitter Inc
USO United States Oil Fund, LP
UVXY PowerShares Exchange-Traded Fund Trust II
VEU Vanguard FTSE All-World ex-US ETF
VIX Volatility Index CBOE
VXD DJIA VOLATILITY
VXX iPath S&P 500 VIX Short-Term FuturesTM ETN
XLE Energy Select Sector SPDR
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