RockeTeller – Macro & Data Analyst.

Gold ETF Allocations Are Rebounding From Rock Bottom

April 20, 2026

This chart is tracking one very specific thing, but it says a lot about the bigger market story. It shows the share of total ETF assets that is allocated to gold ETFs. In plain English, it tells you how much

How a 10 Percent Move in Oil Ripples Across the Commodity World

Latest·Macro Fundamental

April 19, 2026

This chart is showing a very practical piece of commodity economics: how sensitive mining operating costs are to oil prices. More specifically, it estimates the average percentage change in C1 cash costs for every 10 percent change in oil. And

Gold Is Moving Like the Early Stage of a Major Hard Asset Rotation

Latest·Macro Fundamental·Ratio Charts

April 18, 2026

This chart is comparing the Gold to Dow ratio across three major secular gold bull market periods. In plain English, it is measuring how strongly gold outperformed stocks during long stretches when hard assets took the lead over financial assets.

Why Stagflation Could Be Rocket Fuel for Gold

Latest·Macro Fundamental

April 17, 2026

This chart is doing something very simple, but very powerful. It is lining up the gold price with periods of stagflation and asking one blunt question. What tends to happen to gold when the economy slows down but inflation refuses

The Deficit Time Bomb Hiding in Plain Sight

Latest·Macro Fundamental

April 16, 2026

This chart shows the projected US federal budget deficit from 2019 through 2034. In plain English, it shows how much more the government is expected to spend than it collects in revenue each year. And the big message is not

Gold ETF Allocations Are Rebounding From Rock Bottom

How a 10 Percent Move in Oil Ripples Across the Commodity World

Gold Is Moving Like the Early Stage of a Major Hard Asset Rotation

Why Stagflation Could Be Rocket Fuel for Gold

The Deficit Time Bomb Hiding in Plain Sight

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