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The Gold Bulls Have It

The Gold Bulls Have It

Atlas Pulse Gold Report; Issue 79 Atlas Pulse last called bull market for gold in late 2018 at $1,249. After a big move, I am asking difficult questions - to see whether this bull market continues or whether I should be calling time. Strong arguments are evolving on both

Trading Places

Trading Places

Atlas Pulse Gold Report; Issue 78 In a year where gold held its ground while TIPS collapsed, I explore why the yellow metal has, once again, proved to be the world’s premier store of value. But are TIPS a better bet in the short-term? I also show how ETFs

Defending the Gold Premium

Defending the Gold Premium

Atlas Pulse Gold Report; Issue 77 When you look around the world for a big, liquid, globally accepted safe haven, there is only one, and that is gold, which continues to reassert its status as the asset of last resort. Pre-1970, in the days of the gold standard, gold formally

Celebrating 10 Years of Atlas Pulse

Celebrating 10 Years of Atlas Pulse

Atlas Pulse Gold Report - Issue 76; As a multi-asset fund manager by trade, I wanted to know the times you need to own gold and those you don’t. Through luck or judgement, the track record over ten years has been excellent. Highlights Macro Dollar valuation screams bubble Valuation

When Real Rates Have Been This High, the Winner Is Gold

When Real Rates Have Been This High, the Winner Is Gold

Atlas Pulse Gold Report - Issue 75; The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t win. Highlights Regime Checking in on the bull market Macro Inflation cools, but when will the dollar? Valuation

Buy the Gold Miners?

Buy the Gold Miners?

Atlas Pulse Gold Report - Issue 74; We know there’s still a bubble in many parts of the stockmarket, and inflation may cool, but it won’t disappear. Whenever the economy starts to recover, it will resurface. Hold onto your gold. Highlights Macro Tightening to slow Valuation Fair value

Gold Is 13% Overvalued - Why That'll Soon Look Cheap

Gold Is 13% Overvalued - Why That'll Soon Look Cheap

Atlas Pulse Gold Report - Issue 73; Investors are overly fixated on the rise in real rates as the driver of the gold price. They forget the tailwind of inflation and the option value against a change in the outlook. Highlights Macro Watch out for the next CPI print Valuation