Gold’s Super Bull MarketIf bonds are the benchmark, gold is not just in a bull market but in a super bull market.6d ago6d ago
The Difference Between Debt and DeficitsSome governments borrow money to cover the daily cost of running the country; others live within their means. What’s the impact?Jan 12Jan 12
BOLD: 2024 in ReviewOver the past year, Bitcoin returned +110.7%, in contrast to Gold with +26.6%, while equities rose +17.3%. BOLD returned +46.2% in USD.Jan 2Jan 2
The Long-term Gold SupplyOver the years, Atlas Pulse has brought much to the gold market, with a focus on how investors should think about gold.Dec 11, 2024Dec 11, 2024
Value Investing: Introducing Enterprise ValueThe Enterprise Value-to-Sales is an enhancement to the Price-to-Sales Ratio, as EVS provides more information than PSR, so I prefer it.Dec 8, 2024Dec 8, 2024
Bitcoin and Gold (BOLD): Opposites AttractThe Bitcoin and Gold correlation has averaged 14% since 2018, making them a naturally diversifying pair — a key point for the BOLD…Dec 4, 2024Dec 4, 2024
Value Investing — The Story of Coca-ColaHaving covered momentum in the last series, I now look to value. It is a subject that becomes increasingly important with experience…Nov 24, 2024Nov 24, 2024
Opposites Attract — Gold Can No Longer Ignore BitcoinThese assets take it in turns, and gold has recently handed the baton back to Bitcoin.Nov 14, 2024Nov 14, 2024
My Journey in Finance: My Global Trend FundMy experience in running a global equity momentum fund during what later turned out to be the worst period for momo investing on record.Nov 10, 2024Nov 10, 2024
Understanding What Drives BOLDBlending Bitcoin and Gold on a risk-weighted basis leads to a more favourable outcome than Bitcoin or Gold alone.Nov 5, 2024Nov 5, 2024