US 10-Year Minus 2-Year

Steep US yield curve continues to support the financial sector. When the spread reverses and approaches zero again, equity markets will feel the heat.

Indian or Chinese Equities?

Indian equities have outperformed Chinese equities since 2008, though that trend may be changing now.

Gold vs Crude

1 ounce of gold buys 7 barrels of crude at the bottom and 25-30 barrels at the top. Today, 1 ounce of gold buys 17 barrels of oil.

CRB Index vs Equities

Commodities vs German Equities



Commodities vs US Equities


Commodities vs Chinese Equities

Commodities vs Global Equities

Commodities vs Gold

Bulls vs. Bears

Bulls
Lowry's Research
Jim Stack at Investech
Fullermoney
Goepfert

Bears
SMT
R. Russell
Fleck & Mr. Skin
Rosenberg
James Grant
Marc Faber
Jim Rogers
John Mauldin

HUI:CEF Ratio - 29/07/2011