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[@Callum_Thomas](/creator/twitter/Callum_Thomas)
"I mean look this is basic math. But it pays to know and remind yourself of the value and importance of risk management. The bigger the drop the bigger the pop you need to just get back to even. It's already hard enough don't make it even harder for yourself"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1946293318343971270) 2025-07-18 19:37:42 UTC 129.2K followers, 5209 engagements


"In your opinion do you think the ESG Investing backlash has run its course by now"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1946140522801991847) 2025-07-18 09:30:32 UTC 129.1K followers, 5182 engagements


""Deploy the Cash" Fund manager cash allocations drop to multi-year lows"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1944991306620788870) 2025-07-15 05:23:58 UTC 129.2K followers, 160.6K engagements


"On the radar -PBOC ECB rate decisions -July flash PMIs Markets: US 10yr yield ticking lower DXY rallying off support gold still stuck in the range WTI crude treading water at resistance stocks edging higher"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1946846255780675859) 2025-07-20 08:14:52 UTC 129.1K followers, 4811 engagements


"Bonus Chart Global Bull Market Count Following-on from the above as alluded-to there are more and more signs of a new cyclical bull market in global equities. Adding to the list this week is the rapidly growing count of bull markets in this case operationalized as the percentage of stockmarkets that are up at least XX% off their 52-week low. The latest reading for this indicator (which tracks the main equity benchmark of XX different countries) is XX% which is the highest reading since 2021. This comes on the back of a falling US dollar global rate cut rush big sentiment reset and positioning"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947935553812631743) 2025-07-23 08:23:21 UTC 129.2K followers, 4236 engagements


"They closed and liquidated the *only* US listed Frontier Markets ETF earlier this year 🥴"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1931852724557246676) 2025-06-08 23:15:56 UTC 129.2K followers, 13.9K engagements


"It's been a long time since the US went through a recession. Is the cycle dead 🧐 (.or just resting) Some say the greater weighting of services (and government) + lower interest rate sensitivity + rise of tech has made the economic cycle obsolete. I'd say that's dangerous thinking. Things have changed for sure but I don't think things have changed that much. We're still human we're still interconnected and interdependent and eventually through something unforeseen through policy error through external shock or more mundane reasons there will be a downturn (and an eventual subsequent upturn)."  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947031536601280704) 2025-07-20 20:31:07 UTC 129.2K followers, 5758 engagements


"ICYMI: Weekly S&P500 ChartStorm blog post Thanks + follow reco to chart sources @TheDonInvesting @topdowncharts @Marlin_Capital @dailychartbook @crudechronicle @Mayhem4Markets @MikeFritzell"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947394589205401692) 2025-07-21 20:33:45 UTC 129.2K followers, 11.7K engagements


"Fund managers remain underweight US equities"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1944992978847621588) 2025-07-15 05:30:37 UTC 129.2K followers, 9933 engagements


"Weekly S&P500 ChartStorm This week: latest developments in semiconductor stocks and a brief study of stockmarket history (lessons on sectors and cycles.)"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1946720600883642841) 2025-07-19 23:55:34 UTC 129.1K followers, 5310 engagements


"Chart of the Week - Speculation Heights US Semiconductors market cap weight just reached a new all-time high 🧐 Its different this time Thats what they say. And to be fair they kind of have a point. The tech boom we are living through right now is extremely different from the dot com bubble on many counts. And yet it seems for every difference there is a similarity for every justification and cause for optimism there are rising risks and cause for concern. This weeks chart is a perfect illustration It shows the path of US Semiconductors market cap weighting (which has just reached a new"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1945795189383348556) 2025-07-17 10:38:18 UTC 129.2K followers, 9626 engagements


"Chart of the Week - Bulls and Breakouts You might say this weeks chart is displaying renewed energy Its yet another breakout and one which follows on from a classic boom-bust cycle that kicked off in the final phases of the first Trump presidency (and now finds a surprising renewed bullishness in Trumps second go). Were of course looking at Global Renewable Energy stocks. After coiling into a symmetrical triangle weve seen a breakout and this is interesting because it echoes several important investment themes ESG Backlash Back-off: you can basically track the ESG backlash of the past couple"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947935549286977878) 2025-07-23 08:23:20 UTC 129.2K followers, 3916 engagements


"People pejoratively talk about "Japanification" -- but to flip the script here's something most have missed. We're seeing "USA-ification" of Japanese stocks as buybacks become more important to the point that Japanese shareholder yields reached a record high. Things are changing in Japan"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1945928112879075646) 2025-07-17 19:26:30 UTC 129.1K followers, 5190 engagements


"Learnings and conclusions from this weeks charts: X. Semiconductors made further new highs last week. X. The market cap weight of semis also reached a record high. X. History tells us this is normal/healthy but needs to be monitored. X. Market cap skews + stretched valuations = stocks are late in the cycle. X. Market booms start with good reason and end when things get unreasonable. Overall its a good opportunity to take a minute out to reflect on some of the big shifts that have occurred in markets particularly as it relates to the risk and cycles outlook. Learning from history means"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947023758021272031) 2025-07-20 20:00:12 UTC 129.2K followers, 16.4K engagements


"Curious thing. CRE went through a major Bear Market and nothing really happened. 🧐"  
![@Callum_Thomas Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::37065910.png) [@Callum_Thomas](/creator/x/Callum_Thomas) on [X](/post/tweet/1947027832997367880) 2025-07-20 20:16:24 UTC 129.1K followers, 9738 engagements