Happy New Year AND happy new commodities bull market 🥳 🎉 🥂 🚀 What to expect in 2026: www.chartstorm.info/p/off-topic-...

An average year for the S&P500 is about +8% but... (as usual averages deceive) The average UP year is +21% and average DOWN year is -13%

Follow the Leader... Gold has blazed the path, commodity catch-up comes next. Here's why we need to prepare for a new cyclical bull market in commodities: www.chartstorm.info/p/off-topic-...

Follow the Leader... Gold has blazed the path, commodity catch-up comes next. Here's why we need to prepare for a new cyclical bull market in commodities: www.chartstorm.info/p/off-topic-...

Here's an educational special from the Weekly ChartStorm -- with a particular emphasis on valuation signals and market cycles: www.chartstorm.info/p/weekly-s-a...

Off-Topic ChartStorm - Commodities

Shortage of growth stocks? (and glut of value stocks 🤔 ) Sign of the times: www.chartstorm.info/p/weekly-s-a...

Beware of "obvious"!! 🚨 ⚠️ The ironic thing in markets is that once you have all the evidence, once everyone agrees, once the theme becomes obvious... It's almost always *obviously wrong* case in point 👇 (global equities, esp. Europe & Emerging Markets, handily outperformed US equities this year)

Weekly Insights - Edition 242 entrylevel.topdowncharts.com/p/weekly-ins... This week: global markets update, US dollar outlook, macro radar...

2025 saw a *spectacular* surge in ETF launches... This chart is basically a gauge of speculation and risk appetite. As with many sentiment type indicators, you have a better time in the stock market when it’s troughed and turning up vs surging and climaxing after an extended run.

My Worst Charts of 2025: entrylevel.topdowncharts.com/p/my-worst-c... Because we don't always get it right!

Weekly S&P500 ChartStorm www.chartstorm.info/p/weekly-s-a... Best-of the Weekly ChartStorm 2025: a carefully collated set of charts that capture the key lessons, trends, and shifts that happened this year...

ALERT: stay tuned for tomorrow’s Weekly S&P500 ChartStorm — “The Best Charts of 2025“ (I’ve managed to whittle down over 500 charts from the past year to a short-list of 30, and now a final selection of 10 charts that capture the key lessons, trends, and changes that happened this year — definitel

Labor Devaluation? Do we call this labor devaluation? The hours of work required to buy 1 oz of gold has skyrocketed — maybe we should have asked to be paid in gold!

Commodities + Emerging Markets Sleeping giants stirring. Don't sleep on these in 2026!

How much gold US$1 buys. There’s a clear trend here...

One of the biggest surprises (for most people) was how well Global ex-US Equities did this year. (both absolute + relative to US) And arguably still room to run... from the Weekly ChartStorm: www.chartstorm.info/p/weekly-s-a...

Burgeoning Bear... They say: "If in doubt, just zoom out." And in zooming out for the US dollar, the pattern of price action becomes clear; it looks like a bear.

First gold beat bonds and cash Now it's beating stocks But here's a question.... What will the world look like if the black line were to catch up to the others? Chart from: gold.topdowncharts.com/p/goldnugget...

Investor Allocations to Gold 🧐 Despite the stellar run in gold, investor allocations to gold ETFs are still lukewarm — retail has largely slept on the gold bull market...

Global commodity stocks undertook a major breakout this year. (and they're likely just beginning...)

Here's everything you ever wanted to know about Seasonality 🤓 from the Weekly ChartStorm: www.chartstorm.info/p/off-topic-...

Precious Metal Procession What a spectacular catch-up run we’ve seen by Silver & Platinum...

Looks like a peak.

Chinese Tech Stocks were a classic contrarian bull setup at the turn of the year -- and went on to deliver spectacular performance. Important reminder to check your biases (and information sources). Many people missed this...

Weekly Insights - Edition 241 entrylevel.topdowncharts.com/p/weekly-ins... This week: global markets update, macro radar, ideas inventory, EOY report link...

A new cyclical bull market began in Commodities this year. With valuation indicators still cheap, technicals turning up, and a number of other tailwinds in play, this is going to be a key chart + asset class to watch in 2026! 👀 🧐 🤔

Weekly S&P500 ChartStorm www.chartstorm.info/p/weekly-s-a... This week: the presidential cycle, global stocks, rotation, cycles and peaks, cash allocations, valuations, profit margins, and dealing with bad indications...

Probably my most favorite chart of the past couple of years is this textbook “Brobdingnagian breakout” of Emerging Markets (equal-weighted, USD terms). This was a key chart for building bullish conviction on EM equities and most likely represents a harbinger of a major inflection point (measured i

Weekly ChartStorm coming soooon….. 👀 Meantime, check out last week’s edition + subscribe: www.chartstorm.info/p/weekly-s-a...

My Best Charts of 2025 entrylevel.topdowncharts.com/p/my-best-ch...

Weekly S&P500 ChartStorm - Timeless Classics Link: www.chartstorm.info/p/weekly-s-a...

Weekly Insights - Edition 240 entrylevel.topdowncharts.com/p/weekly-ins... This week: global markets update (global equities, fixed income, currencies, commodities), end of year report link, macro radar, ideas inventory...

Topdown Charts 2025 End of Year Special Report This report covers our best, worst, and favorite charts of 2025 +the must-see macro/market charts to have on your radar in 2026… Free download: entrylevel.topdowncharts.com/p/2025-end-o...

Weekly S&P500 ChartStorm www.chartstorm.info/p/weekly-s-a... This week: market pulse, Fed funds sweet spot, monetary tailwinds vs investor confidence, Santa, AI mentions, price vs earnings, PE returns, staying out of trouble...

Weekly ChartStorm coming soooon... Meantime, check out last week's edition + subscribe:

Next Big Thing = Commodities Gold has blazed the path... ...but the next steps on the path are rotation, reacceleration, and resurgence -- this means upside for the rest of commodities. Explained: gold.topdowncharts.com/p/goldnugget...

Turning points aren't always obvious when you're in the flow of things... But every now and then a big one comes along, and it's plain to see. The EM inflection point: entrylevel.topdowncharts.com/p/chart-of-t...

The big Bond Blow-up of 2020-23. (and now some stability...) But the question here is this: is that stabilization zone, the range trade of the past couple of years -- is that a diving board or a launch pad? further thoughts/charts: www.chartstorm.info/p/off-topic-...

10 Timeless Charts from 2023: www.chartstorm.info/p/weekly-s-a...

Consumer Staples extreme cheap vs the index. Some would say this is an opportunity. Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the 2009 financial crisis lows). from the Weekly ChartStorm:

IPO Market turning up 🧐 "the number of total IPOs priced in 2025 so far adjusted by the total number of listed companies does show a clear cyclical upturn in IPO activity" from the Weekly ChartStorm: www.chartstorm.info/p/weekly-s-a...

Shrinking Large Caps! Large caps (i.e. the S&P500 -- excluding the top 100 mega-caps) market cap weight has shrunk to the smallest % on record. Still much larger than small and mid caps, but another sign of the times in these lop-sided markets (which are rich in price & opportunity!) from the Wee

Weekly Insights - Edition 239 entrylevel.topdowncharts.com/p/weekly-ins... This week: global markets update, commodity equities, commodity price outlook, monthly pack link, macro radar, ideas inventory...

Weekly S&P500 ChartStorm www.chartstorm.info/p/weekly-s-a... This week: decennial cycles, ups and downs, Consumer Staples, REITs, equity capital markets in focus, ETF bubble, private vs public markets, commodities...

Market Cycle Guidebook - November 2025 Asset class views, macro outlook, long-term expectations, and over 70 charts tracking macro policy, cycle data, and valuations across a global multi-asset universe... Download report: www.topdowncharts.pro/p/market-cyc...

Weekly ChartStorm coming soon! Meantime, be sure to check out last week’s edition + subscribe for updates:

Higher For Longer? Ultimately bond yields reflect the state of growth and inflation, so unless we get a recession or shock (driving growth/inflation lower), then bond yields might just linger higher for longer... Fixed Income Outlook: www.chartstorm.info/p/off-topic-...

Commodities are transitioning from cyclical bear to New Cyclical Bull Market. These are the key charts to watch: gold.topdowncharts.com/p/goldnugget...

The most underestimated and hated asset class right now (US Treasuries) is looking quite interesting I must say. Definitely a contrarian setup. But definitely worth looking into... Further thoughts: www.chartstorm.info/p/off-topic-...