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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.

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