Egon’s Publications

In a free market, without manipulation, the cost of borrowing after the Great Recession would have risen to the levels in 1980-81 i.e. near 20%. Instead, the Fed Wizards are performing their hocus poc...

Egon von Greyerz / February 9, 2022

As the market experiences withdrawal from its addiction to cheap credit, cracks appear all through the foundations of finance. Are we looking at a full deflationary panic? Will the Fed walk back on it...

Egon von Greyerz / February 7, 2022

Although it may seem refreshing to see folks at Goldman or Bridgewater taking public swings at the Fed, it’s far too little and far too late. The warnings they are making today are the very same we’ve...

Matthew Piepenburg / February 2, 2022

With the world on the verge of a major geopolitical conflict that has a high likelihood of developing into a war, the US certainly doesn’t have the statesman who could take them  through such a confli...

Egon von Greyerz / January 26, 2022

Egon von Greyerz sits down with Tom Bodroviks of Palisades Gold Radio to discuss a long list of open risks ahead—from derivative, property and currency markets to risk asset bubbles, unfunded liabilit...

Egon von Greyerz / January 22, 2022

The Fed is handing us more inflation, rising rates, tanking bonds, a nervous equity market and a stagnating economy. Things will likely get emotional in 2022, for even the hawks are offering too littl...

Matthew Piepenburg / January 20, 2022

After the crash of 1929 and subsequent depression, the Dow did not surpass previous highs in real terms until 2000, meaning it took 70 years (almost a lifetime) for the market to recover. In 2022, as...

Egon von Greyerz / January 12, 2022

A careful study of history yields clear lessons. No currency in history has ever survived the chaos which consistently follows massive debt bubbles. In our modern word, where debt has trebled to over...

Egon von Greyerz / January 7, 2022

As the United States rolls into 2022, the tradition of American exceptionalism looks exceptionally untenable. With the inflation backing the Fed into a corner and geopolitical challenges mounting abro...

Matthew Piepenburg / January 3, 2022

Pieter Bruegel's work "The Triumph of Death" functions as a perfect metaphor for the economy's impending rendezvous with reality. Nonetheless, we must understand the risks and protect ourselves for th...

Egon von Greyerz / December 22, 2021