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Market insights often come from unexpected sources. One of Harvard’s most beloved and popular professors, for example, was not an economist, but the brilliant (and thus controversial) campus philosoph...

Matthew Piepenburg / January 29, 2021

Despite the undeniable ripple effects of the recent tariff measures out of DC, the headlines, as usual, are mostly wrong about the causes of the current market volatility and the longer-term ramificat...

Matthew Piepenburg / April 9, 2025

Below, we conduct a necessary autopsy on the death of Constitutional money. The Constitution Matters Most of us, myself included, have a favorite lawyer joke (or two), but law school had its shining m...

Matthew Piepenburg / April 1, 2025

As we’ve said and written so many times, and as history confirms century after century, and regime after regime, desperate (i.e., debt-cornered) nations do desperate things. And this, by the way, alwa...

Matthew Piepenburg / March 9, 2025

Topics like bond yields, dollar debates, or yield curves can be admittedly, well, boring. And things like politics can be, well… emotional at best or divisive at worst. Shared Concern Among So Mu...

Matthew Piepenburg / February 16, 2025

For years, we’ve been warning of gold’s critical role as a buffer against increasingly obvious currency risk, banking risk, geopolitical risk and market risk. And for years, we’ve been warning about t...

Matthew Piepenburg / February 9, 2025

Just three years ago, BlackRock’s Larry Fink and the current White House’s Donald Trump openly declared that BTC was a scam. Fast-forward to today, and the Trump administration is promising a BTC “str...

Matthew Piepenburg / January 26, 2025

Another year is ending, which means it’s time to look back in order to better look forward. For 2025, I see no other realistic option or scenario ahead other than a weaker dollar and rising gold. This...

Matthew Piepenburg / December 31, 2024

Left, right or center, our policy makers - from parliaments and executive branches to central banks and think tanks - have taken the world closer to war, immigration disasters, infrastructure failures...

Matthew Piepenburg / September 8, 2024

Political opinions are almost as vast as financial opinions—from bull to bear, or left to right. But there are differences, no? Political opinions, unlike market evaluations, for example, more often l...

Matthew Piepenburg / August 4, 2024