China A-Shares: Cheap”?

This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details of [...]

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Commodities: Cheap And Out Of Favor

This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details [...]

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Global Equity Valuations: Cheap Again

This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019.  The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details [...]

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Fed Rate Hikes vs HY Credit Spreads

This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019.  The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details [...]

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Cash Allocations: King Or Trash?

This is the sixth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details [...]

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EM vs DM: A Major Market Turning Point

This is the third of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details [...]

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10 Charts To Watch In 2019

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But this article provides a look at the most important part of that report... Q3 hedge fund letters, [...]

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The Charts Of 2018: Honorable Mentions

By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which looks at a selection of "honorable mentions". Q3 hedge fund letters, conference, scoops etc Basically it's the charts I think that are worthy of mention but not quite [...]

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The Best Charts 2018

Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2018 (and the ones to watch in 2019). Q3 hedge fund letters, conference, scoops etc This article brings you a [...]

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Top Marco Charts Of 2018

Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2018 (and the ones to watch in 2019). This article brings you a look at an interesting section [...]

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8 Charts On Quantitative Tightening

As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts on Quantitative Tightening" article. Q3 hedge fund letters, conference, scoops etc The commencement of quantitative tightening (or, officially, balance sheet normalization), marked an important milestone [...]

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