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I spend a lot of time tracking the ripple effects of embarrassing and unsustainable debt levels on our credit markets, rate markets, equity bubbles, inflation metrics and, of course, the daily-debasem...

Matthew Piepenburg / June 22, 2024

Needless to say, we at VON GREYERZ spend a good deal of time thinking about, well… gold. Year after year, and week after week, there is always a new way to examine gold price moves and decipher the o...

Matthew Piepenburg / April 14, 2024

In late December, I published a final report on the themes of 2023 while looking ahead at their implications for the year to come. I repeated my claim that debt markets and debt levels made the futur...

Matthew Piepenburg / January 26, 2024

Ever since day-one of the predictably disastrous and politically myopic insanity of weaponizing the world reserve currency against a major power like Russia, we warned that the USD had reached an hist...

Matthew Piepenburg / January 7, 2024

As my last report for 2023, I wanted to hit the big issues blunt in the face—from debt and sovereign bond markets to themes on the USD, inflation, risk markets and physical gold. This will not be sho...

Matthew Piepenburg / December 17, 2023

Below, we consider just how far America has fallen from its founding vision (and something we can do about it).

Matthew Piepenburg / November 5, 2023

Below, we follow the breadcrumbs of simple math and bond market signals toward an oft-repeated pattern of how once-great nations become, well…not so great any more.

Matthew Piepenburg / October 22, 2023

I recently blew the dust off an old Rudyard Kipling poem, “If,” which many have castigated as a bit overly romantic, despite its high praise from Mark Twain and T.S. Eliot to India’s Khushwant Singh....

Matthew Piepenburg / August 6, 2023

Below we consider how modern currency policy may not be so good for, well, the people... This is why gold inevitably enters the conversation, for unlike policy makers, this old pet rock garners more...

Matthew Piepenburg / June 25, 2023

Below we look at the math, history and current oil environment in the backdrop of a global debt crisis to better predict currency and gold market direction without the need of tarot cards.

Matthew Piepenburg / May 4, 2023