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Weekly S&P500 ChartStorm - 22 February 2026
This week: tech check, the great concentration, AI overflows, newspaper stocks case study, average tenure, baselines, return dispersion, global…
Feb 22
•
Callum Thomas
27
6
5
Weekly S&P500 ChartStorm - 15 February 2026
This week: tech wreck check, software stocks, capex vs buybacks, private equity stocks, defensives strategy, energy sector setup...
Feb 14
•
Callum Thomas
31
2
6
Off-Topic ChartStorm - Tech Stocks
Tech has topped, what's next?
Feb 11
•
Callum Thomas
51
9
12
Weekly S&P500 ChartStorm - 8 February 2026
This week: bullish rotation, cash allocations, investor positioning, global equities, disclosure, EM fund flows...
Feb 8
•
Callum Thomas
30
10
4
Weekly S&P500 ChartStorm - 1 February 2026
This week: monthly charts, positive January implications, bitcoin rotation, growth/tech risks, value vs growth, drawdown stats, bullish rotations in…
Feb 1
•
Callum Thomas
18
7
6
January 2026
Weekly S&P500 ChartStorm - 25 January 2026
This week: seasonality subtleties, global equities, correlations, flows, valuations, expectations, capex, and the energy sector in focus...
Jan 24
•
Callum Thomas
33
7
4
Off-Topic ChartStorm - Fixed Income in Focus
This session: bond volatility, credit spreads, FX volatility, Japanese government bonds, treasuries, higher for longer risk, bonds return outlook, asset…
Jan 21
•
Callum Thomas
33
4
4
Weekly S&P500 ChartStorm - 18 January 2026
This week: sentiment snippets, VIX and credit spreads, transports, shipping stocks, emerging markets, valuations, relative value, strategy note on…
Jan 17
•
Callum Thomas
30
13
5
Off-Topic ChartStorm - Emerging Markets
Weighing the prospect of a "large-scale multi-year run" for Emerging Markets...
Jan 14
•
Callum Thomas
67
6
10
Weekly S&P500 ChartStorm - 11 January 2026
This week: breakouts, good starts, fun with fund flows, animal spirits, shorts, long-term trends, generational changes, market cap movements, and energy…
Jan 10
•
Callum Thomas
49
8
8
Weekly S&P500 ChartStorm - 4 January 2026
This week: state of the markets -- an update on where things sit closing-out 2025 and heading into 2026...
Jan 4
•
Callum Thomas
55
5
10
December 2025
Off-Topic ChartStorm - Commodities
Taking stock of Commodities: an insight into trends across supply, demand, valuations, sentiment and positioning, technicals, and super-cycles...
Dec 30, 2025
•
Callum Thomas
66
23
20
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