atlaspulse

Atlas Pulse Gold Report Issue 98; The World Gold Council (WGC) has tackled gold’s long-term “expected return” (GLTER), a forecasting method for the returns of an asset class. Traditional financial assets have widely accepted expected return frameworks, and until now, gold has been the exception. Highlights Expected Returns Glitter

Atlas Pulse Gold Report Issue 97; Not only are the central banks still active, but Wall Street has finally noticed what’s going on. I say Wall Street because most of the action has indeed happened on Wall Street through ETP (ETF) buying, wherever the orders originated from around the

Atlas Pulse Gold Report Issue 96; Various macro experts doubt the gold trend because “positioning is too high”. I just don’t see it… While investors have largely missed this gargantuan gold rally, the central banks have bagged it. Highlights Technicals Resounding All-time High Positioning The COT Longs Lag the

Atlas Pulse Gold Report Issue 95; Real rates have peaked at a time when rate cuts seem to be increasingly likely, and the inflation retracement is largely done. Real rates are headed south. Highlights All-time High A Closer Look The West Buys Gold Sentiment Change Gold Miners High Price Drives

Atlas Pulse Gold Report Issue 94; While it may be disappointing that the People’s Bank of China stalled gold purchases in May, we can now add the Chinese gold ETFs to the mix. They hold 2.3 million ounces, which is small compared to the PBOC’s 72.8

Atlas Pulse Gold Report Issue 93; The miners are in a good place because they are yet to be rerated in acknowledgement of a sustained gold bull market. They are companies with very high operational gearing, which means they have high fixed costs. As the rising gold price exceeds those