The tweet was deleted by the author.
But we saved everything 🙂.
Callum Thomas highlights how the largest companies have changed over time. He points to evidence of cycles and sector bubbles, such as Microsoft during the dot-com bubble in 2000 and Exon Mobil in the commodity supercycle of the 2000s.
The commentary also notes the ongoing emergence of new industries that impact market leadership.
Thomas has previously focused on overlooked parts of global markets, including the KOSPI index in Korea. He has also shared weekly analysis of major U.S. benchmarks, highlighting recent S&P 500 ChartStorm trends. These recent commentaries provide additional context on both regional and global market shifts.