The truth will out.
by Egon von Greyerz via Gold Switzerland When the sh-t hits the global fan, it often does it at the optimal time for the maximum amount of damage and with the worst kind of sh-t to soil the world. For years I have been clear that the world is reaching the end of an economic, […]
by Egon von Greyerz via Gold Switzerland In this timely MAMChat, Matterhorn Asset Management (MAM) principals Egon von Greyerz and Matthew Piepenburg address the economic realism behind the recent outbreak of war in the Ukraine and Switzerland’s unprecedented, non-neutral decision to publicly support EU sanctions against Russia.As to the cold math behind heated and often […]
by Matthew Piepenburg via Gold Switzerland In the tragic backdrop of the Ukraine war, we consider the hard yet ignored math of failed financial systems which restrict (and hence weaken) otherwise stronger political options and make the sad road ahead a path straight toward gold. Despite tough-talking headlines, sanction cries and moral grandstanding, we discover […]
by Matthew Piepenburg via Gold Switzerland Critical warning signs from the credit and rates markets are being ignored by tough-talking experts while gold bides its time before it rises in a global financial crisis mathematically too sick to save. It is fascinating to watch market pundits, policy makers, commercial bankers and other media-supported experts talk […]
by Egon von Greyerz via Gold Switzerland In an investment world of instant gratification and Fed Intervention, when short term trading and speculation is the norm, real values are forgotten. Confucius understood the value of long term thinking and thus real values: If you think in terms of a year, plant a seed, if in […]
by Egon von Greyerz via Gold Switzerland Cervantes famous classic novel Don Quixote can in simple terms be described as a fight for liberty and freedom against oppression and against the state. This book is from 1605 and considered to be one of the best books ever written. In the midst of market madness, risk […]
by Matthew Piepenburg via Gold Switzerland Below, we look at the converging market forces, policies and math which portend a re-thinking of American Exceptionalism for 2022. The Fed’s REAL Mandate As expected, the Fed is an essential starting theme in any conversation of this nature. Officially, the Fed has two primary mandates: 1) containing inflation […]
by Matthew Piepenburg via Gold Switzerland If you’re wondering why the media, markets and mandates are making less sense despite a constant flow of hard facts contradicting their message, it’s critical to watch what is done rather than said by the policy makers behind the fear and inflation “new normal.” The Latest Fed-Speak Translation: From […]
By Egon von Greyerz via Gold Switzerland In this brief yet thorough presentation for the 2021 International Precious Metals & Commodities Conference (Edelmetallmesse) in Munich, Matterhorn Asset Management founder, Egon von Greyerz, makes a clear, data-supported argument for gold ownership and the binary outcomes of misery or fortune for investors in the context of an […]
by Egon von Greyerz via Gold Switzerland “So you think that money is the root of all evil. Have you ever asked what is the root of all money?”-Ayn Rand Money used to be a stable medium of exchange and a store of value but that was in the days when there were sound monetary […]