Search results

We consider the State of California as the metaphor of a failed state as well as the failing state of the American Union, which is anything but a dream.

Matthew Piepenburg / March 8, 2023

Regardless of what Powell says today, the real play is 3 to 4 moves ahead, which all point toward an inevitably weaker USD and thus an inevitably rising gold price. Powell, of course, is more politic...

Matthew Piepenburg / February 22, 2023

In this latest conversation with Elijah Johnson of Liberty & Finance, Matterhorn Asset Management principal, Matthew Piepenburg, ties together the evolving themes of debt, credit market distress, curr...

Egon von Greyerz / February 14, 2023

In this engaging conversation with Darryl and Brian Panes of As Good As Gold Australia, Matterhorn Asset Management Principal, Matthew Piepenburg, discusses the manifold needles pointing at the global...

Egon von Greyerz / February 10, 2023

With inflation ripping and war blazing, many still argue that gold did not do enough. Hmmm… But gold in every currency but the USD (see above) would beg to differ. Furthermore, and as argued so man...

Matthew Piepenburg / February 8, 2023

Most investors, sensing a recession, are doing what most investors typically do in bad times: Make bad choices. Key among these bad choices is the traditional flight to long-dated US Treasuries as a...

Matthew Piepenburg / February 1, 2023

As Rogoff said: “We were very fortunate that we didn’t have a global systemic event in 2022, and we can count our blessings for that, but rates are still going higher and the risk keeps rising.” But...

Egon von Greyerz / January 27, 2023

The world is today confronted with two nuclear threats of a proportion never previously seen in history. These threats are facing us at a time when the world economy is about to turn and decline preci...

Egon von Greyerz / January 10, 2023

When broken, debt-soaked “developed economies” suffering from years of fantasy money printing to “solve” fatally rising debt levels collide with history-blind and economically-ignorant policy makers,...

Matthew Piepenburg / January 4, 2023

In this compelling and timely Q & A exchange with Investor Talk’s Jan Kneist, Matterhorn Asset Management (MAM) founder, Egon von Greyerz answers a wide range of the most pressing investor questions a...

Egon von Greyerz / December 23, 2022