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Calafia Beach Pundit has also noticed the connection between gold and TIPS

Right here. in a note called "Gold and TIPS joined at the hip that starts with these words:
"It's rare that the prices of two different asset classes should track each other over the years as well as TIPS and gold have."

It's a good observation but the first time I saw it mentioned was by Mike Churchill of Churchill Research, who nailed this one down months ago. Here's how we reported on Churchill's insightful call way back in the subscription IKN Weekly IKN355, dated February 28th (screenshot excerpt):

Churchill had that as a note to clients on February 26th, a day when gold closed at U$1,226/oz. Find out more about Mike Churchill and his firm at his website, right here.