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The Mining Sector Now Only 1% of Global Equities
Here’s the real message of this chart. It shows how small the mining industry has become relative to the total global stock market. Back in the early and mid 1900s, mining made up a much larger share of global equities,…
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From China to Europe The Great Rotation in US Debt Holdings
This chart tracks who has been financing America’s debt market over the last two decades. And the big reveal is not just that foreign ownership changed. It is who changed, and what that says about the world. Back in the…
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What Gold vs Commodities Is Telling Us About the Real Economy
This chart is a simple but powerful way to show a market truth that most people miss. On one side, you have gold. On the other, you have a broad equal-weighted commodity index. In plain English, this is a race…
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