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
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
Gold Took the Crown and the Market Is Sending a Warning
This chart is a snapshot of leadership, and right now the message is loud enough to wake the whole market. Gold is not just participating. It is dominating. On this proxy 2026
7 vs 493 Earnings Growth Convergence
What this chart is really showing is a change in market leadership under the hood. For the last two years, the Magnificent 7 carried the earnings story. In 2023, their profit growth
Commodity Side of Corporate Profit & Personal Income
This chart tells a commodity story hiding inside a profits story. Look at the split. Personal income rises steadily, like a worker climbing stairs one step at a time. Corporate profits, meanwhile,
What Commodities Open Interest Told Us
This chart tells a brutal story about size, and in markets, size matters because it shapes where capital can go and how violently prices can move. Look at the gap. US equities
Stock vs Gold, Bubble They Say
This chart says the big money game still favors stocks over gold, but the gap is not screaming bubble-level dominance across every year. Only 2011 and 2012 sit in gold’s camp. Everything
The Collapse of Gold Backing of US Debts
This chart tells a brutal commodity-market story in one glance: gold didn’t get weaker, debt got faster. Back in the 1920s through early 1940s, US gold reserves covered a huge share of
Yearly Outlook for 2026
Our main theme for 2026 is simple: real assets. That is the big bet. The center of the map. The lane we believe deserves the closest attention as the next chapter of
General Roadmap of Investing
This is our thesis roadmap based on our methodological approach to investing. First, let’s set the stage. The chart below lays out the RockeTeller Roadmap Cycle of Investing, our side-by-side comparison of
