Matt's Publications

Psychologists, poets and philosophers have written for centuries that many who have eyes refuse to see, and many who can think, refuse to think clearly--all for the simple reason that some truths, lik...

Matthew Piepenburg / May 10, 2021

Recently, my colleague, Egon von Greyerz, and I had some unabashed yet blunt fun calling out the staggering levels of open hypocrisy and policy desperation unleashed by former Fed Chairman, Alan Green...

Matthew Piepenburg / May 1, 2021

Below, we consider two well-known names in modern markets, former Fed Chairman Alan Greenspan, and current value investing legend, Jeremy Grantham, co-founder of GMO Investment Strategies. Years ago,...

Matthew Piepenburg / April 24, 2021

Upton Sinclair famously observed that, “it is difficult to get a man to understand something, when his salary depends on his not understanding it.” After decades navigating among Wall Street sell-side...

Matthew Piepenburg / April 19, 2021

When it comes to the topic of banking risk, well…one can only lean back in a chair, sigh and say: “Where to begin?”

Matthew Piepenburg / April 10, 2021

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

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

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