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

What The EPS? India Earnings Outlook
This week we look at how India stacks up on its earnings growth outlook relative to emerging markets as a whole and developed market equities.
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Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation", but as time has passed, structural challenges seem more like cyclical trivia.
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Chart Of The Week: EM Sovereign CDS
There has been a swift reassessment of risk in Emerging Markets.
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Sentiment Snapshot: Bullish At The Margin
Equity investors are very bullish on the "fundamentals" outlook.
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Charts To Watch In 2018
Key charts and indicators that need watching in 2018.
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Global Equity Valuations: Big Changes, But Some Things Stay The Same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and investor sentiment), fund flows, positioning, volatility, and of particular interest - valuations.
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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 OTC Indices USA
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
JJG iPath Bloomberg Grains SubTR ETN
JO iPath Bloomberg Coffee SubTR ETN
NDX Nasdaq 100 Index
OIL iPath S&P GSCI Crude Oil Total Return Index 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 S&P 500
VXD DJIA VOLATILITY
VXX iPath S&P 500 VIX Short-Term FuturesTM ETN
XLE Energy Select Sector SPDR
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