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26/08/2026

Value investor focused on mining opportunities. Commodities trader, macro & data analyst.

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Ratio Charts - Page 4

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

01/04/2026

Latest·Macro Fundamental·Ratio Charts

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

30/03/2026

Latest·Macro Fundamental·Ratio Charts

The Hidden Link Between Capital Intensity and the Next Raw Materials Cycle

This chart is basically a map of which parts of the stock market need the most money just to keep the machine running. At the top, you have utilities, basic resources, telecom,

29/03/2026

Latest·Macro Fundamental·Ratio Charts

Big Money Chose Tech Over Resources and Now the Bill Is Coming Due

This chart is a quiet bombshell. What it shows is the share of S&P 500 corporate capex going into two very different parts of the economy: tech and related sectors in black,

27/03/2026

Latest·Macro Fundamental·Ratio Charts

The Bond Market Is Quietly Telling You Something Big

This chart tracks two parts of the US bond market from 2021 to early 2026. The blue line is the 3-month Treasury yield, which reflects short-term interest rates and is heavily driven

25/03/2026

Latest·Macro Fundamental·Ratio Charts

What This 70 Year Chart Says About the Next Move in Commodities

This chart tracks one of the cleanest pulse checks in the whole macro machine: US corporate profits as a share of GDP. In plain English, it shows how much of the economy’s

22/03/2026

Latest·Macro Fundamental·Ratio Charts

The $28 Trillion Imbalance Nobody Is Talking About

This chart shows one of the biggest shifts in the global financial system, and it is hiding in plain sight. What you are looking at is the gap between foreign-held U.S. assets

20/03/2026

Latest·Macro Fundamental·Ratio Charts

Commodity ETFs Have Been Abandoned for 15 Years

This chart is showing one very simple but very important thing: how much of the entire ETF universe is allocated to commodity ETFs, excluding precious metals. In plain English, it tells you

19/03/2026

Latest·Macro Fundamental·Ratio Charts

Truck Sales Sent Warning that Wall Street Ignoring

This chart is doing something very important. It strips away the illusion created by different units and puts both series on the same starting line. Once you do that, the message becomes

18/03/2026

Latest·Macro Fundamental·Ratio Charts

The Copper Crisis Nobody Is Ready For

This chart is a simple way of showing a very serious problem. Copper demand is climbing steadily into 2050, while supply is basically going sideways and then starts to slip. That black

17/03/2026

Latest·Macro Fundamental·Ratio Charts

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