Articles by Callum
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This chart highlights 2 Major issues for Markets... 1. Glass half-full: -The AI boom may broaden out --Utilities sector is breaking higher…
This chart highlights 2 Major issues for Markets... 1. Glass half-full: -The AI boom may broaden out --Utilities sector is breaking higher…
Shared by Callum Thomas
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This has to be one of the Most iconic Stockmarket Charts of this Decade: https://lnkd.in/gnjsu-Qb (the rise of retail)
This has to be one of the Most iconic Stockmarket Charts of this Decade: https://lnkd.in/gnjsu-Qb (the rise of retail)
Shared by Callum Thomas
Experience
Languages
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English
Native or bilingual proficiency
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Chinese
Elementary proficiency
More activity by Callum
Late-Cycle signals showing up everywhere
Maybe they are wrong and mixed up due to lingering side-effects from the pandemic, but also the thing to…
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Late-Cycle signals showing up everywhere Maybe they are wrong and mixed up due to lingering side-effects from the pandemic, but also the thing to…
Liked by Callum Thomas
Chart of the Week - Utilities are the new Semiconductors https://lnkd.in/gXTiAj_k
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Chart of the Week - Utilities are the new Semiconductors https://lnkd.in/gXTiAj_k
Liked by Callum Thomas
Computers manage more money than Humans?
Not sure if this is technically true -- but if you include index funds (you could argue passive investing…
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Computers manage more money than Humans? Not sure if this is technically true -- but if you include index funds (you could argue passive investing…
Shared by Callum Thomas
At this point you have to be really confident that either
-tech stock valuations head even higher
-tech stocks deliver on all that earnings growth…
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At this point you have to be really confident that either -tech stock valuations head even higher -tech stocks deliver on all that earnings growth…
Shared by Callum Thomas
Renewable energy stocks are cheap again
Will they benefit from the AI + EV themes? (likely long-term exponential uptick in electricity…
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Renewable energy stocks are cheap again Will they benefit from the AI + EV themes? (likely long-term exponential uptick in electricity…
Liked by Callum Thomas
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