Insights
Egon von Greyerz has built a global reputation as one of the leading voices of precious metal ownership as a critical wealth preservation asset. For decades, he has written and presented internationally on gold topics and themes.
Partner, Matthew Piepenburg, compliments this legacy via an extensive background in risk asset markets - the fractures, risks and signals of which greatly inform his own and shared conviction for precious metal ownership. Together, von Greyerz and Piepenburg are the co-authors of Gold Matters, Real Solutions to Surreal Risks.
Basel III and Gold: The Trillion-Dollar Question
June 28th has come and gone, which means the much-anticipated Basel III “macro prudential regulation” to make so-called “safe” banks “safer” has officially kicked off in the European Union (as it will...
Matthew Piepenburg / July 1, 2021
Read More
VON GREYERZ: BASEL 3 – GAME CHANGER FOR PRECIOUS METALS OR NON-EVENT?
The FOMC caused turmoil last week, but the statements have only short-term effects. In the past, the FED could not predict anything correctly, but only react. It will be the same this time. Real inter...
Egon von Greyerz / June 30, 2021
Read More
THE ICARUS WAX OF THE EVERYTHING BUBBLE IS MELTING
When will the wax melt that holds up the global economy and everything bubble? Hubris is driving humans and markets ever higher and closer to the sun. The higher everything goes, the greater the risk...
Egon von Greyerz / June 23, 2021
Read More
One Mad Market & Six Cold Reality-Checks
Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context is another. Toward that end, it’s critical to place so-called “economic growth,” Treasury market...
Matthew Piepenburg / June 21, 2021
Read More
GLOBAL DEBT FROM $300 TRILLION TO $2 QUADRILLION IN NEXT 5-10 YEARS
The coming 5-10 years are likely to see asset prices decline by at least 90% in real terms. Yes stocks, bonds and property prices will in coming years collapse. But that’s not enough, the whole struct...
Egon von Greyerz / June 16, 2021
Read More
FROM YELLEN’S TWEETS TO BASEL III, GOLD CAN ONLY TREND NORTH AS CURRENCIES CAN ONLY GO DOWN
In this 20-minute MAMChat, Matterhorn Asset Management principals Egon von Greyerz and Matthew Piepenburg address the current and ever-evolving inflation narrative as well as its inter-relationship wi...
Egon von Greyerz / June 14, 2021
Read More
Translating Yellen-Speak into Golden-Speak
Given the increasingly politicized interplay (cancer) of central bank policy and so-called free market price discovery, it’s becoming increasingly more important to track the actions of central banker...
Matthew Piepenburg / June 14, 2021
Read More
“Transitory” Inflation? — Sublime Yet Ridiculous
History is a funny thing, almost as funny as human nature. The policy makers, including their latest meme of “transitory inflation,” are no exception to such psychological tragi-comedy. In short, we d...
Matthew Piepenburg / June 7, 2021
Read More
HOCUS – POCUS SCHEME TO CAUSE DRAMATIC GOLD SURGE
“The scholar does not consider gold and jade to be precious treasures, but loyalty and good faith.” - Confucius
This article will disc...
Egon von Greyerz / June 2, 2021
Read More
BANK VAULTED GOLD: GONE WHEN NEEDED MOST
Institutional investors are increasingly adding gold to their portfolios as a currency and inflation hedge. Those, however, who chose ETF’s for such an allocation face massive delivery risk of the ass...
Egon von Greyerz / June 1, 2021
Read More