Matt's Publications

From oil markets to treasury stacking, backdoor QE, investor fantasy and hedge fund prepping, it’s becoming more and more clear that the big boys are bracing for disaster as gold stretches its legs fo...

Matthew Piepenburg / April 23, 2023

As we warned throughout 2022, the Fed’s overly rapid and overly steep rate hikes would only “work” until things began breaking, and, well…things have clearly begun to break, including the petrodollar....

Matthew Piepenburg / April 6, 2023

From bond markets to border wars, the world is openly and objectively tilting toward disaster. Many of us already know this, but what can be done? As I look back on just the latest and entirely predi...

Matthew Piepenburg / March 26, 2023

Two Failed Banks. The tech-friendly SVB story (i.e. FDIC shutdown) is actually preceded by another failed bank, namely the crypto-friendly Silvergate Capital. Corp, now heading into voluntary liquidat...

Matthew Piepenburg / March 13, 2023

Im Folgenden betrachten wir den US-Bundesstaat Kalifornien als Metapher für einen gescheiterten Staat aber auch als Metapher für das Scheitern des amerikanischen Staatenverbunds.

Matthew Piepenburg / March 10, 2023

We consider the State of California as the metaphor of a failed state as well as the failing state of the American Union, which is anything but a dream.

Matthew Piepenburg / March 8, 2023

Regardless of what Powell says today, the real play is 3 to 4 moves ahead, which all point toward an inevitably weaker USD and thus an inevitably rising gold price. Powell, of course, is more politic...

Matthew Piepenburg / February 22, 2023

With inflation ripping and war blazing, many still argue that gold did not do enough. Hmmm… But gold in every currency but the USD (see above) would beg to differ. Furthermore, and as argued so man...

Matthew Piepenburg / February 8, 2023

Most investors, sensing a recession, are doing what most investors typically do in bad times: Make bad choices. Key among these bad choices is the traditional flight to long-dated US Treasuries as a...

Matthew Piepenburg / February 1, 2023

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can better brace themselves for the policy and market reactions to come. Here, we once aga...

Matthew Piepenburg / January 18, 2023