Matt's Publications

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

In Part II of this two-part conversation with Michelle Makori of Kitco News, Matterhorn Asset Management Partner, Matthew Piepenburg, answers questions about crypto currencies, gold’s critical wealth...

Matthew Piepenburg / January 1, 2024

In Part I of this two-part conversation with Michelle Makori of Kitco News, Matterhorn Asset Management Partner, Matthew Piepenburg, looks at the key financial themes of 2023 and the critical trends t...

Matthew Piepenburg / December 29, 2023

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

The primary stages of grief include: Denial, anger, bargaining, depression and finally, acceptance. When it comes to grieving over the slow demise of the American economy, sovereign IOU/USD and the a...

Matthew Piepenburg / December 3, 2023

Matterhorn Asset Management, AG partner, Matthew Piepenburg joins Kai Hoffmann, CEO of Soar Financially, to follow-up on core themes discussed earlier in the year. Sadly, the trends previously address...

Matthew Piepenburg / November 28, 2023

Matterhorn Asset Management partner, Matthew Piepenburg discusses the future of the USD with Brent Johnson of Santiago Capital in this thoughtful “debate” hosted by Adam Taggart of Thoughtful Money.

Matthew Piepenburg / November 25, 2023

Matterhorn Asset Management, AG partner, Matthew Piepenburg, sits down with David Lin of the David Lin Report to help end a number of false debates and narratives currently making the headlines.

Matthew Piepenburg / November 21, 2023

It doesn’t require decades of financial expertise to balk at the notion of selling retail air conditioning units in Siberia or lemonade stands in the heart of the Arctic. That is, even a high-school...

Matthew Piepenburg / November 19, 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