bonds – RockeTeller

Gold Prices Drop, ETF Holdings Rise. Something Is Brewing

This chart tracks 2 different things. The black line shows total known gold ETF holdings in millions of ounces. The gold line shows spot gold prices in dollars per ounce. Separate scales,

06/10/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

When the 2-Year Yield Peaks, What happens to Gold? 1999, 2004, 2016 & 2023 Reveal

What this chart is really showing is a battle between gold and the price of money. When the Federal Reserve tightens policy, short-term yields rise, real borrowing costs increase, liquidity becomes more

02/10/2026

Latest·Macro Fundamental·Ratio Charts

The 4-Year Delay, 18 Years to Build a Mine? The Mining’s Time Bomb

This infographic tells a powerful story. You’re looking at the single most important chart in commodities right now and it’s not about prices, it’s about time. This reveals a shocking reality, new

30/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

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

Latest·Macro Fundamental·Market Cycles·Ratio Charts

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

Everyone Is Positioned for Good News. Almost No Defense Left, What Happens Next to Commodities

This chart shows how much investors allocated to three defensive areas at risk on cycle lows: cash, bonds, and defensive equities. When these lines fall, investors are carrying less protection and leaning

31/07/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing