natural gas – 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

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

Solar Just Passed Coal, but the Biggest Opportunity May Not Be Solar Stocks

This chart captures a symbolic turning point in the US power market. In May 2026, solar moved above coal in the electricity generation mix for the first time. The orange line is

15/07/2026

Latest·Macro Fundamental·Ratio Charts