10 Years of Atlas Pulse
It was a pleasure writing the 10th anniversary special of Atlas Pulse as it reminded me why I started it in the first place. In 2012, I was in Hong...
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Celebrating 10 Years of Atlas Pulse
As a multi-asset fund manager by trade, I wanted to know the times you need to own gold and those you don’t. Through luck or judgement, the track...
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When Real Rates Have Been This High, the Winner Is Gold
The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t...
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The Commodity Report #64
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil,...
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Buy the Gold Miners?
We know there’s still a bubble in many parts of the stockmarket, and inflation may cool, but it won’t disappear. Whenever the economy starts to...
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