@callum_thomas - Twitter Profile Analysis

Analysis of 200 tweets by Callum Thomas, from 03 Jan 2022 to 18 Jan 2022.

@callum_thomas twitter profile photo

Callum Thomas

@Callum_Thomas

Head of Research @topdowncharts Likes: charts, data, macro, multi-asset investing, economics, geopolitics, contrarianism. (tweets = not advice)

36,407 tweets
73,758 followers
39,221 favourites
14 tweets per day
2009 since
2,831 following
2,296 listed
Southland, New Zealand location

Top Tweets by @callum_thomas

Callum Thomas
@Callum_Thomas
(just don't mention geopolitical risk)
18 Jan, 2022 - 06:00 AM UTC
Callum Thomas
@Callum_Thomas
👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀👀
18 Jan, 2022 - 05:52 AM UTC
Callum Thomas
@Callum_Thomas
Fin/Tech (long fin, short tech)
18 Jan, 2022 - 05:51 AM UTC
Callum Thomas
@Callum_Thomas
(reasonable unless bond yields rise) https://t.co/S9VJf92DSN
17 Jan, 2022 - 09:25 PM UTC
Callum Thomas
@Callum_Thomas
n.b. China did *not* cut its benchmark interest rate today as some have reported (that interest rate gets reviewed on the 20th of the month, i.e. this Thursday) today it cut the interest rate on the *MLF* (medium-term lending facility) by -10bps https://t.co/atS1RJREE3
17 Jan, 2022 - 03:02 AM UTC
Callum Thomas
@Callum_Thomas
Are you factoring in the Russia-Ukraine situation/tail-risk into investment considerations? #Geopolitics $MACRO
17 Jan, 2022 - 02:20 AM UTC
Callum Thomas
@Callum_Thomas
transition from greed to fear underway? https://t.co/GcIJ3y6s0L
16 Jan, 2022 - 10:46 PM UTC
Callum Thomas
@Callum_Thomas
On the radar: -China data, interest rate review -BOJ -NAHB, Philly Fed Markets: UST 10yr yields attempting to break higher (ditto WTI crude: about to attempt the highs), DXY attempting to break down, gold still ranging, stocks treading water
16 Jan, 2022 - 08:12 PM UTC
Callum Thomas
@Callum_Thomas
Time to vote in the weekly surveys (I will post updated charts after final results) https://t.co/CzT3hdWY2p
16 Jan, 2022 - 07:59 PM UTC
Callum Thomas
@Callum_Thomas
pleas sir, may I have some risk premium? https://t.co/ofxmKTSIFu
16 Jan, 2022 - 04:07 AM UTC
Callum Thomas
@Callum_Thomas
Weekly S&P500 ChartStorm WriteUp: https://t.co/wEh5sz1BTA
15 Jan, 2022 - 10:57 PM UTC
Callum Thomas
@Callum_Thomas
Your equities view/positioning is (primary reason in brackets):
15 Jan, 2022 - 10:03 PM UTC

Top Retweets by @callum_thomas

Topdown Charts
@topdowncharts
Learn more about our Research Process and Philosophy with regards to analyzing macro & markets. Short but comprehensive blog post here: https://t.co/YGJkc2w1lT
17 Jan, 2022 - 09:13 PM UTC
Topdown Charts
@topdowncharts
Russian equities appear to be the first casualty of a potential major escalation in the Ukraine conflict Thoughts on geopolitical risk and market reaction: https://t.co/0OEbplhypg
17 Jan, 2022 - 09:03 PM UTC
Callum Thomas
@Callum_Thomas
Are you factoring in the Russia-Ukraine situation/tail-risk into investment considerations? #Geopolitics $MACRO
17 Jan, 2022 - 02:20 AM UTC
Topdown Charts
@topdowncharts
Charts from the weekly surveys by @Callum_Thomas -- little change from last week: bearish mood persists...
16 Jan, 2022 - 10:17 PM UTC
Topdown Charts
@topdowncharts
China Property Downturn: https://t.co/klSuufI1Bm I always say in my many years of covering China macro, if I could only choose one indicator it would be property prices... and perhaps if I were to pick only one chart it might be the one below.
16 Jan, 2022 - 03:03 AM UTC
Callum Thomas
@Callum_Thomas
Weekly S&P500 ChartStorm WriteUp: https://t.co/wEh5sz1BTA
15 Jan, 2022 - 10:57 PM UTC
Callum Thomas
@Callum_Thomas
Your *bonds* view/positioning is (primary reason in brackets): [Bearish = rising yields] [Bullish = falling yields]
15 Jan, 2022 - 10:04 PM UTC
Callum Thomas
@Callum_Thomas
Your equities view/positioning is (primary reason in brackets):
15 Jan, 2022 - 10:03 PM UTC
Callum Thomas
@Callum_Thomas
10. Valuations: -stocks = expensive -bonds = expensive -property = expensive Fed balance sheet at $9T = priceless @topdowncharts https://t.co/CCNxBvjH1e
15 Jan, 2022 - 10:00 PM UTC
Callum Thomas
@Callum_Thomas
9. The Price to Sales ratio as a valuation metric has its drawbacks (e.g. doesn't factor in the level of margins, earnings, etc) BUT still, fascinating to see this shift in the index. Investors *really* like sales! ¯\_(ツ)_/¯ h/t @LizAnnSonders $SPX $SPY
15 Jan, 2022 - 09:55 PM UTC
Callum Thomas
@Callum_Thomas
8. Relative Value: basically anything that didn't ride the wave of passive flows into US large caps now looks cheap by comparison... h/t @SoberLook $SPX $SPY
15 Jan, 2022 - 09:47 PM UTC
Callum Thomas
@Callum_Thomas
7. The ebb and flow of speculative waves... h/t @MFHoz $SPX $SPY
15 Jan, 2022 - 09:42 PM UTC
Callum Thomas
@Callum_Thomas
6. Sensing a pattern here... (tight labor market, covid disruption, pricing pressures, shortages, logistics challenges all still major issues) h/t @FactSet $SPX $SPY $MACRO
15 Jan, 2022 - 09:30 PM UTC
Callum Thomas
@Callum_Thomas
5. (the liquidity tides are going out...) h/t @McClellanOsc $SPX $SPY $BONDS
15 Jan, 2022 - 09:19 PM UTC
Callum Thomas
@Callum_Thomas
4. Meme Stocks Basket. Pan meet flash. h/t @WinfieldSmart
15 Jan, 2022 - 09:11 PM UTC

@callum_thomas's

Tweets

73 tweets
57 retweets
70 replies
@callum_thomas's

Twitter Client

200 Twitter Web App
@callum_thomas's

Tweet Times

@callum_thomas's

Tweet Days


@callum_thomas's

Retweets

30 - Callum_Thomas
26 - topdowncharts
1 - jlounsbury59
@callum_thomas's

Replies

14 - Callum_Thomas
3 - BraadlandB
3 - Darky999
3 - ssinvestments8
2 - MikeZaccardi
2 - topdowncharts
2 - OriginalRymo
2 - KagelTel
2 - YoungerBolling
@callum_thomas's

Hashtags

3 - #FF
2 - #ChartStorm
1 - #Retest
1 - #Nasdaq
1 - #valuations
1 - #StartUps
1 - #NotTheSame
1 - #ValueVsGrowth
1 - #FOMC
@callum_thomas's

Mentions

6 - @topdowncharts
3 - @PrattyCharts
2 - @michael_venuto
2 - @hkeskiva
2 - @PinpointMacro
2 - @alykhansatchu
2 - @MrBlonde_macro
2 - @sentimentrader
2 - @LizAnnSonders