2025.07.11 Chartstorm

Laggards and Underperformers - What's the equivalent in FX?

2025.07.11 Chartstorm


Purpose:
"Chartstorm" is designed as an unfiltered stream of visual data, offering a unique perspective on global markets, with a primary focus on equities and G10 FX. My approach is to present a multitude of charts with minimal commentary, in an unstructured and chaotic manner, highlighting what I personally find most interesting.

Goal:
My hope is that these visual cues will serve as a powerful springboard for your own analysis. By exposing you to diverse data in a raw format, "Chartstorm" aims to spark new ideas, provide fresh insights, or prompt you to re-evaluate your current trade ideas and investment positions, ultimately enhancing your decision-making process.

So I wanted to start this with some fractal voodoo.

For some reason, during these years might be more out there but around the last 2 weeks of July after US equities makes a strong rally it peaks around those dates.

SPX 500 at 22x forward PE, is it a sensible buy at these levels and these valuations for the 2H of 2025?