equities – Page 4 – RockeTeller

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

Meeka Metals: 1.2 Moz High-Grade Gold Producer – Open Pit Failure to Underground Transition?

Meeka Metals Limited ASX: MEK / OTC: MEKMF / FRA: 1KX0 Introduction Meeka Metals Limited is an emerging Australian gold producer focused on Western Australia. Its flagship asset is the 100% owned

26/08/2026

Deep Dive·Latest

Boab Metals, Sorby Hills Project $411M NPV at $27 Silver, Imagine $150–$200 Silver

Boab Metals Limited ASX: BML / OTCQB: BMLQF Introduction Boab Metals Limited is an Australian base and precious-metals development company focused on bringing the 100%-owned Sorby Hills Silver-Lead-Zinc Project into production in

22/08/2026

Deep Dive·Latest

Kuya Silver, The High-Octane Rocket With 15,372 g/t Silver + $12 AISC

Kuya Silver Corporation CSE: KUYA / OTCQB: KUYAF / FRA: 6MR1 Introduction Kuya Silver is a Canadian-based, growth-oriented silver mining company whose flagship asset is the Bethania Silver Mine in central Peru.

22/08/2026

Deep Dive·Latest

Buffett’s Favorite Valuation Signal Just Hit an Extreme

The Buffett Indicator is one of the simplest ways to measure how expensive the U.S. stock market has become. It compares the total value of U.S. equities with the size of the

21/08/2026

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

The 160-Year Chart. Stocks Have Dominated for Years. This Chart Shows What May Come Next

This chart tracks the long-term battle between United States large-cap stocks and commodities. The dark navy line is a ratio. When it rises, large-cap stocks are gaining value faster than commodities. When

04/08/2026

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

equities - Page 4