SPY/GDXJ Ratio
Weekly SPY/GDXJ ratio and the HUI index (miners). Food for thought…
Continue reading » Tag: SPY
GDX/SPY Ratio
I suppose the miners won’t see fireworks (big inflows) until the dotted line is broken:
Continue reading » Four Big Charts For Gold
Look at these four long term charts and see if an interesting picture starts to materialize… Long Term UST 2s4s Spread: Long term Commodities versus US Equities (S&P 500) Ratio : Long Term Gold/SPY (S&P500) Ratio: Long Term...
Continue reading » The GDX/SPY Ratio is Nearing an Important Trend Line
The GDX/SPY ratio is again butting head with a long resistance line that has held many times (so far). A rising ratio means that GDX ETF (Major miners) are outperforming the SPY ETF (S&P index). Are we nearing a big break that will signal the...
Continue reading » Comparing Cross-Asset Correlations Before and After Trump
I was interested in examining the changes in cross-asset correlations for the months leading up to the elections versus the correlations after the election, ergo before and after “The Trump Hype” aka “The Reflation Trade”. Additional background reading: “Morgan Stanley: A ‘correlation crash’ is happening in...
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