The Commodity Report #76
As most commodity groups are heavily correlated with the ISM data, this will provide significant headwinds over the next six months or so,...
88 Views
The Commodity Report #73
Respect the trend - inflation continues to trend down but also continues to surprise on the upside in terms of analysts’ expectations.
153 Views
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...
685 Views
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...
634 Views
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...
632 Views