Research approach
Articles connect visible claims to a stated method, review date, and selected source list. New evidence may change a page; it is not backfilled into an earlier record without disclosure.
Author profile
Michael Walmer writes and reviews educational research for Commodity Ratio Hub. His work explains the site’s ratio, macroeconomic, and technical-analysis framework with sources, dates, limitations, and clear research-only boundaries.
Articles connect visible claims to a stated method, review date, and selected source list. New evidence may change a page; it is not backfilled into an earlier record without disclosure.
Commodity Ratio Hub is educational research, not individualized investment advice, a forecast, or a recommendation. The publisher is the Walmer Family Fund.
Published work
Deep Dive — Gold/Silver Ratio
The Gold/Silver ratio has been one of the most reliable contrarian indicators in commodity markets for centuries. In 2026, it is telling a clear story — and most investors are not listening.
Read articlePillar I — Ratio Analysis
Currency debasement, inflation, and geopolitical shocks can distort any single commodity price. But when you divide one commodity by another, the noise cancels out — leaving a signal that has guided investors for centuries.
Read articlePillar II — Macroeconomic Conditions
Ratio analysis tells you what is cheap. Macroeconomic analysis tells you whether the environment is ready to reward that cheapness. The two together produce a far more powerful signal than either alone.
Read articlePillar III — Technical Analysis
A commodity can be cheap on a ratio basis and supported by macro tailwinds — and still fall another 30% before reversing. Technical analysis is the discipline that keeps you from buying too early and losing patience before the thesis plays out.
Read articleDeep Dive — Platinum/Gold Ratio
For most of recorded history, platinum was the more expensive metal. Today, gold costs more than three times as much as platinum — a historic inversion that has never lasted. The data is telling a clear story.
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