Atlas Pulse Gold Report; Issue 73 Investors are overly fixated on the rise in real rates as the driver of the gold price. They forget the tailwind of inflation and the option value against a change in the outlook.

The chart below shows the performance of gold against the S&P500 and NASDAQ since 2000. Gold has demolished both. It’s a striking picture because this has been achieved during a golden age for equity investing. …

Bitcoin’s crash should be seen as a warning for the stockmarket. The recent crash in bitcoin was triggered by the US inflation data on Friday, which came in at 8.6%. The world laughs at the unwinding of the great Ponzi scheme, but which one are they referring to? Over the…

Atlas Pulse Gold Report; Issue 72 By definition, a liquid inflation hedge must be somewhat detached from the financial system and is unlikely to pass ESG screening with flying colours. You could point to inflation-linked bonds, but if things went badly wrong, they would be first in line for default.

We have been asked on more than one occasion why we don’t throw silver into the BOLD (bitcoin and gold) mix. …

In this piece, we argue that bitcoin should be considered as an option on a store of value. We also look at the reasons behind the current weakness and whether financial repression is likely to go away. …

I ask the question of what could happen to the gold price if the Fed tightening gets out of hand.

Tomorrow, Thursday 5 May 2022, block number 735,000 will be mined at approximately 11:00 BST (10:00 GMT). Halving periods are separated by 210,000 blocks, which, given a block is mined every 10 minutes or so, come around every four years. Tomorrow’s block will be the 105,000th since the last halving…

I am pleased to announce that from next week, ByteTree will launch its long-awaited crypto Model Portfolio, to be known as ByteFolio. This is a great time to kick off because the market is strong, and few seem to have noticed. …