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Silver Takes the Lead

Silver Takes the Lead

Atlas Pulse Gold Report, Issue 85; Most precious metals analysts would broadly expect gold and silver to end up in roughly the same place over the long term, but silver would get there with more sleepless nights. So why bother? The answer is that when silver is undervalued, as it

Understanding Gold’s Intrinsic Value

Understanding Gold’s Intrinsic Value

Atlas Pulse Gold Report, Issue 84; Gold is a monetary asset and, as a result, is valued above and beyond its intrinsic value. To put it another way, if gold didn’t have an important financial role and didn’t have liquidity approaching that of the S&P 500,

Zozobra

Zozobra

Atlas Pulse Gold Report Issue 83; The annual In Gold We Trust Report has become the most keenly awaited publication in the gold world. It is fact-filled and covers every aspect of the market. In this issue, I edit the highlights. I also look at the melt-up in stocks, the

Prepare for the Dollar Rally

Prepare for the Dollar Rally

Atlas Pulse Gold Report; Issue 82 Compared to everything else, gold is in good shape, but it is competing with the world’s most liquid currency, that now pays a 5.25% yield while inflation is falling. The $2,000 breakout was exciting, but the price has now stalled. Highlights

Gold Forum Europe 2023

Gold Forum Europe 2023

It was a privilege to attend the 2023 Denver Gold Forum Europe in Zurich earlier this week with a keynote speech. Due to the pandemic, it was the first time we had been able to meet since 2019, and with the price of gold back above $2,000, there were

Gold's Big Breakout - US$2,000 and Beyond

Gold's Big Breakout - US$2,000 and Beyond

Atlas Pulse Gold Report; Issue 81 Last month, I wrote how the last time government bond yields rose above 4%, it brought down the UK government. It happened again, and five banks, including the almighty Credit Suisse, failed. As a result, an old driver of the gold price has re-emerged,

When Bond Yields Exceed 4%, UK Governments Fall

When Bond Yields Exceed 4%, UK Governments Fall

Atlas Pulse Gold Report; Issue 80 In 2020 and 2021, investors opted for TIPS over conventional bonds, yet over the past year, they have moved the other way. The TIPS ETF has fallen from $40bn of assets to $20bn, while the long bond ETF has doubled from $15bn to $30bn.