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The Quiet Gold Boom

The Quiet Gold Boom

Atlas Pulse Gold Report Issue 96; Various macro experts doubt the gold trend because “positioning is too high”. I just don’t see it… While investors have largely missed this gargantuan gold rally, the central banks have bagged it. Highlights Technicals Resounding All-time High Positioning The COT Longs Lag the

President Trump and the Printing Press

President Trump and the Printing Press

Atlas Pulse Gold Report Issue 95; Real rates have peaked at a time when rate cuts seem to be increasingly likely, and the inflation retracement is largely done. Real rates are headed south. Highlights All-time High A Closer Look The West Buys Gold Sentiment Change Gold Miners High Price Drives

China and the Gold Price

China and the Gold Price

Atlas Pulse Gold Report Issue 94; While it may be disappointing that the People’s Bank of China stalled gold purchases in May, we can now add the Chinese gold ETFs to the mix. They hold 2.3 million ounces, which is small compared to the PBOC’s 72.8

Inside GDX: How to Select a Winning Gold Stock

Inside GDX: How to Select a Winning Gold Stock

Atlas Pulse Gold Report Issue 93; The miners are in a good place because they are yet to be rerated in acknowledgement of a sustained gold bull market. They are companies with very high operational gearing, which means they have high fixed costs. As the rising gold price exceeds those

From Transitory to Debasement

From Transitory to Debasement

Atlas Pulse Gold Report Issue 92; When gold can withstand rising interest rates, it tells us that other factors are more important. Inflation is not just about shifting currencies and prices; it is a new bout of monetary debasement, which we last saw in the 1970s. Highlights Transitioning from Transitory

Bitcoin ETF Volumes Overtake Gold

Bitcoin ETF Volumes Overtake Gold

Atlas Pulse Gold Report Issue 91; What do you think would happen to the BTC price if you tried to sell $56 billion from the Bitcoin ETFs? I’d estimate it would fall below $10k. Highlights ETFs and Flows Bitcoin Volumes Overtake Gold Silver and Miners Silver or Miners? Argentina

The Golden Anti-Bubble

The Golden Anti-Bubble

Atlas Pulse Gold Report Issue 90; What remains a mystery is why the case for gold seems to be well underpinned, yet investors keep on selling it. It is the central banks that are most interested. Who do you think knows more? Highlights Anti-bubble Remember Dotcom Valuation What Happened to