Egon’s Publications

In recent weeks, I’ve authored many reports pointing toward the certainty of both current as well as rising inflation ahead, which, of course, is favorable to the long-term price direction in gold. Th...

Matthew Piepenburg / April 4, 2021

When bubbles burst, we will discover how very few superior men there actually are - as defined by Confucius: “The superior man, when resting in safety, does not forget that danger may come. When in a...

Egon von Greyerz / March 31, 2021

Over the years I’ve written almost ad nauseum about the crazy I see (and saw) around me as a fund manager, family office principal and individual investor. The list includes

Matthew Piepenburg / March 27, 2021

In this 15-minute MAMChat, Matterhorn principals Egon von Greyerz and Matthew Piepenburg look bluntly at the increasingly incontrovertible direction of rising inflation in concert with relatively lowe...

Egon von Greyerz / March 25, 2021

Instant gratification is what drives the world and especially investment markets. I often hear complaints that gold is a useless investment since it doesn’t go up fast enough. We have invested hea...

Egon von Greyerz / March 24, 2021

We certainly live in interesting times. Yet be you bear or bull, left or right, optimist, cynic or pessimist, one would be hard pressed to pretend that anything is, well, normal.

Matthew Piepenburg / March 20, 2021

In our own recent reports (and frankly any report) addressing the topic of precious metals, we confronted inflation topics, including, its many tailwinds. One critical tailwind for rising inflation i...

Matthew Piepenburg / March 18, 2021

Worried about gold sentiment? Don’t be. The mainstream view of gold right now is an open yawn, and sentiment indicators for this precious metal are now at 3-year lows despite the gold highs of last Au...

Matthew Piepenburg / March 15, 2021

For quite some time we have been warning about the rising shark fin of rising yields and rates. As of this writing, one can almost hear John Williams’ orchestral theme song to Jaws ringing in the ear...

Matthew Piepenburg / March 12, 2021

Despite a penchant for double-speak that would make a politician blush, the Fed tells us that its primary focus is unemployment not inflation. Let me remind readers, however, that an openly nervous Mr...

Matthew Piepenburg / March 9, 2021