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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.

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