Matt's Publications

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

Most law graduates share a capacity to argue two-sides of any case, regardless of their own primary conviction. When it comes to gold, my verdict as to its ultimate price direction (upwards) and its h...

Matthew Piepenburg / January 25, 2021

For anyone inside or outside of the U.S., it goes without saying that things are indeed heating up in the land of the free. President Trump faces an unprecedented second impeachment just days before...

Matthew Piepenburg / January 18, 2021

As we say goodbye to 2020 and look toward 2021, the key numbers on my screen and mind have nothing to do with dates yet everything to do with this: 14. 14 is the number of trillions by which the aggre...

Matthew Piepenburg / January 6, 2021

It should and will come as no surprise that fundamentals like valuation basics and sane credit levels have left the building (and securities markets) for some time. Today, we literally invest (i.e. b...

Matthew Piepenburg / January 2, 2021

Regardless of one’s views as to the most realistic means of balancing human risk with economic risk, all would agree that COVID has both revealed and accelerated critical (and pre-existing) fissures i...

Matthew Piepenburg / December 23, 2020

American exceptionalism, as current COVID and capitalism disasters confirm, has morphed into a distortion that resembles more of a comorbidity than a guiding light. Despite a prior reputation for lea...

Matthew Piepenburg / December 14, 2020

After an extraordinary rally, gold recently entered an anticipated correction phase, which both math and history suggest is about to re-enter a continued trend dramatically upward.

Matthew Piepenburg / December 11, 2020

Successful investing, from Baron Rothschild to Benjamin Graham, inevitably overlaps with contrarian investing. In short: Cooler minds avoid the madness of crowds. This is true regardless of strategy...

Matthew Piepenburg / December 3, 2020

Crowds, like sheep, are only as safe as the shepherds who guide them. If the shepherd is mad, so too is the crowd. Today, central bank shepherds are leading the vast majority of investors over a cur...

Matthew Piepenburg / November 12, 2020