Weekly ChartStorm coming soon...
Check out last week's edition + subscribe in time for this week's: www.chartstorm.info/p/weekly-s-a...
07.03.2026 20:10
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Weekly ChartStorm coming soon...
Check out last week's edition + subscribe in time for this week's: www.chartstorm.info/p/weekly-s-a...
ALERT: this weekend we'll be covering Software stocks + Energy sector in the Weekly ChartStorm... 👀
Sign up now to receive a copy: www.chartstorm.info/
Chart source: www.chartstorm.info/p/weekly-s-a...
Tech Capex Crowd-out
Tech and tech related capex has ballooned to now half of all corporate capex among S&P500 companies. 👀
This is one of 3 Major Rotations underway right now that are going to matter for not just months but years...
See the other rotations + explanations: entrylevel.topdowncharts.com/p/chart-of-t...
ICYMI: Weekly S&P500 ChartStorm - The Best Charts of 2024 www.chartstorm.info/p/weekly-s-a...
(some of these became more important in 2025, and I'd say likely remain important charts in 2026)
Chart of the Week - "Bullearish"
The most *bullish* AND *bearish* chart(s) in Global Equities right now...
Explained: entrylevel.topdowncharts.com/p/chart-of-t...
Weekly Insights - Edition 251 entrylevel.topdowncharts.com/p/weekly-ins...
This week: global markets update, market risk and geopolitics, global equity rotation, emerging market equities, EM fixed income, EMFX, frontier markets...
Weekly S&P500 ChartStorm www.chartstorm.info/p/weekly-s-a...
This week: monthly charts, rotation, value vs growth and macro/fundamentals, tech capex, AI effects, space sector, geopolitics + tactical stockmarket outlook...
Weekly ChartStorm coming soon......
In the meantime, check out last week's edition + subscribe here:
I covered Global Commodity stocks in the "Portfolio Strategy Notes" section of the latest Weekly ChartStorm...
The below chart should make it obvious as to why (!)
Read more: www.chartstorm.info/p/weekly-s-a...
Since documenting the case for Emerging Market equities, we've seen further technical confirmation...
And by now the writing is on the wall -- this has all the makings of a generational inflection point.
See original post: www.chartstorm.info/p/off-topic-...
More charts on #Commodities www.chartstorm.info/p/off-topic-...
Commodity Prices are breaking higher...
...and yet Sentiment is still lukewarm.
Room to run.
Chart of the Week - Global Bulls
There’s always a bull market somewhere...
Full Story: entrylevel.topdowncharts.com/p/chart-of-t...
Chart from our recent Deep Dive on the Outlook for commodities: www.chartstorm.info/p/off-topic-...
Most important Chart: Commodities
Keep your eye on this one...
Big things coming.
(updating...)
Chart originally appeared here (Chart-Driven deep-dive into the outlook for Tech Stocks): www.chartstorm.info/p/off-topic-...
No.
Tech Stocks are *not* cheap.
Not yet anyway...
This edition of the Weekly ChartStorm looks at some of the charts from 2021/22 that helped warn of the market peak.
This is a useful exercise that can help identify indicators and principles to navigate future market cycles: www.chartstorm.info/p/weekly-cha...
Weekly S&P500 ChartStorm: www.chartstorm.info/p/weekly-s-a...
This week: tech check, the great concentration, AI overflows, newspaper stocks case study, average tenure, baselines, return dispersion, global portfolio, UFOs, commodities...
Weekly ChartStorm coming soon!
Meantime, check out last week's edition (+the recent deep dives...) here:
Chart from our recent Deep Dive on the outlook for Tech Stocks: www.chartstorm.info/p/off-topic-...
Tech Sector CDS trending higher
Probably nothing...
...right?
😬
Read more on the outlook for commodities + EM here: www.chartstorm.info/p/off-topic-...
Commodities
Cross-Confirmation
The more commodity-sensitive Emerging Markets ex-Asia + Commodity price index both breaking out = believe it...
Chart of the Week - Defensives
Some key insights on Sector Rotation strategy (defensives vs tech + cyclicals ex-tech)
Read now: entrylevel.topdowncharts.com/p/chart-of-t...
Outlook for Emerging Market Equities: www.chartstorm.info/p/off-topic-...
You might have seen Emerging Markets breaking out...
But it's not just stock prices.
EM forward earnings estimates have smashed through to new all-time highs. This is a fundamental breakout to back the price breakout. 📈
Think you know how the market cycle works?
Check your knowledge (+refresh) with this special edition of the Weekly ChartStorm which focuses on valuations, investment process, and market cycles...
Read it here: www.chartstorm.info/p/weekly-s-a...