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Charlie Morris

Charlie Morris

The Bitcoin and Gold Chart Book

The Bitcoin and Gold Chart Book

Finding efficient inflation hedges isn’t easy. In 1970, few understood how effective gold would turn out to be. In this short chart pack, we identify the world’s most efficient hedge against monetary inflation. Access the PDF

Buy the Commodities Dip

Buy the Commodities Dip

Trades in Whisky and Soda The animal spirits have returned but with a twist. One of the biggest winners since the autumn, and despite the then crisis in UK politics, has been the pound. It started from a low level and is back to somewhere close to normal. For UK

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,

Wasn't the Fed Supposed to Be Tightening?

Wasn't the Fed Supposed to Be Tightening?

Trade in Whisky Things are not what they seem. In recent months, a trillion dollars of stimulus from Europe, Japan, and China has more than neutralised the Fed’s tightening. Strange though it may seem, this appears to have been enough for markets to shrug off the recent banking crisis.

Property Versus Commodities

Property Versus Commodities

It is nice to get through a week without a bank failure. The authorities have plugged the hole, reassuring depositors that all is well, at least for the time being. But just as the banks have been saved (again), problems arise in commercial real estate. Another asset class comes under

Four Good Times to Buy Gold in 100 Years

Four Good Times to Buy Gold in 100 Years

The Federal Reserve raised interest rates on Wednesday by 0.25%, as did the Bank of England on Thursday. If they hadn’t, there was a real risk people might think there was an ongoing banking crisis. Imagine that! There is nothing new about bubbles and crashes, and before 2008,