OPEN-SOURCE SCRIPT

MS CRB/SPY

This indicator tracks the GSCI Commodity Index over the course of the S&P 500. This is used for the fundamental evaluation of ratios of asset classes to each other. The thesis is based on Ray Dalio's quadrant theory: in periods without inflation and with good growth, stock prices rise and commodity prices fall. Conversely, in periods of good growth in an inflationary environment, commodities rise and the rise in equities slows. In particular, there is a change of favorites towards companies that produce cash (i.e. away from growth fantasies). This indicator shows the change in valuations between asset classes and thus allows conclusions to be drawn. This still goes far beyond what has been written, I recommend reading Ray Dalio's works on this.

면책사항

이 정보와 게시물은 TradingView에서 제공하거나 보증하는 금융, 투자, 거래 또는 기타 유형의 조언이나 권고 사항을 의미하거나 구성하지 않습니다. 자세한 내용은 이용 약관을 참고하세요.