Ratio Charts – RockeTeller

The 1970s Made Commodity Investors Rich. Today Almost Nobody Is Positioned

This chart tells a simple story, when inflation changes the rules, the assets that investors ignore can suddenly become the assets everyone wants. During the 1970s, the global financial system was hit

25/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

This Leading Indicator Says Inflation Is Not Finished Yet

This chart is basically inflation’s smoke detector. The black line shows US CPI, while the red line tracks the ISM Services Prices Paid Index pushed forward by 6 months. In simple terms,

22/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Bigger Deficits, Weaker Money, Higher Commodities

This chart is basically a warning light for America’s fiscal engine. The original CBO projection already showed the United States running deficits close to $2 trillion a year. The updated outlook makes

18/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

The Biggest Shift in China’s Reserves in 20 Years

This chart tells a much bigger story than gold going up. China has been steadily reducing its exposure to US Treasuries while pushing its gold reserves to record levels. At the same

14/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

America Keeps Borrowing While the World Holds Fewer Dollars

This chart captures one of the biggest structural shifts quietly unfolding underneath global markets. Since 2000, US public debt has climbed from roughly $4.5 trillion to around $39 trillion. At the same

11/09/2026

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Private Gold Allocation Was 7.3% in 1981. Today It Is Just 2.45%

This chart tells a surprisingly simple story. Gold has already exploded higher in price, but private investors still barely own it. That is the stronger story. The key is not simply that

07/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

The Dollar Just Rebounded, But the Bigger Trend Is Hard to Ignore

The chart tells a simple but powerful story. The US dollar is still the dominant reserve currency, but its grip on the global financial system has been slowly loosening. In 2001, the

05/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Billions Spent Looking for Copper. But We Are Finding Less of It

This chart tells an uncomfortable copper story. The world is spending more money looking for copper, yet finding far less of it. In the 1990s, major discoveries delivered 705.3 million metric tons

01/09/2026

Latest·Macro Fundamental·Ratio Charts

Oracle Just Broke Its 2008 Credit Risk Peak. What Does the Bond Market Know?

This chart is not really about Oracle. It is about what happens when the AI boom collides with the cost of money. Oracle’s 5-year CDS has surged to around 215 basis points,

28/08/2026

Latest·Macro Fundamental·Ratio Charts

Gold Miners vs Stocks Are Approaching a 15 Year Pattern Break. Only the Beginning

This chart tracks GDX against the S&P 500, measuring the relative strength of gold miners versus the US equity market. The key message is simple, after more than a decade of underperformance,

26/08/2026

Latest·Macro Fundamental·Ratio Charts·Technical Timing