Sign in Subscribe

atlaspulse

Slowdown

Slowdown

Atlas Pulse Gold Report - Issue 70; “Central banks weren’t cutting interest rates in 2019 because things were great.” - Patrick Perret-Green. Highlights Regime Gold bull market Macro Real rates rise Valuation 10% above fair value Flows and Sentiment Bullish Technical Uptrend Regime - Gold Bull Market Historically gold

Crypto Embraces Gold

Crypto Embraces Gold

Atlas Pulse Gold Report - Issue 69; The fundamental case for gold is strong. Investors are scrambling for alternative assets, just as they did when the dotcom bubble collapsed in the year 2000. The driver is two-fold: an escape from a bubble and protection against inflation. Highlights Regime Gold leads

The Equity Bubble Bursts

The Equity Bubble Bursts

Atlas Pulse Gold Report - Issue 68; I keep hearing the same old arguments. Gold is unproductive and can’t be valued as it has no yield. Yet the smart money turns to it when things go wrong. In recent years, financial markets have been squeezed so hard that they

Russell Napier Webinar Forecasts 4% Inflation (which implies $7,000 gold)

Russell Napier Webinar Forecasts 4% Inflation (which implies $7,000 gold)

Atlas Pulse Gold Report - Issue 67; If broad money growth stabilises above 10% per annum, then Napier doesn’t have a problem saying inflation stabilises above 4%. That was music to my ears because I wrote a piece for the LBMA in 2018 called The Rational Case For $7,

Gold in 2022

Gold in 2022

Atlas Pulse Gold Report - Issue 66; With rates so low, inflation is key for gold in 2022. If it keeps on rising, that will see gold perk up while equities cool off. Short-term inflation measures are already moving higher as the Omicron variant seems to be pretty mild. And

Kicking the Gold Valuation Models

Kicking the Gold Valuation Models

Atlas Pulse Gold Report - Issue 65; The bad news is the latest calibration brings down the constant from 4 to 3.54. That takes fair value from $2,061 to $1,824. The good news is that gold remains slightly undervalued, and the cheapest it has been since 2007.

Silver Special

Silver Special

Atlas Pulse Gold Report - Issue 64; Many say silver is gold on crack, but that’s not the whole story. Highlights Regime What is palladium telling us? Macro US inflation expectations taking off Valuation 10% cheap Flows and Sentiment Modest outflows Technical Consolidation period coming to an end Regime