Articles

2024 was an eventful year in politics. Around half of the world’s population was called to the polls for presidential or parliamentary elections. For the first time in the history of Western democraci...

Ronnie Stoeferle / January 19, 2025

Another year is ending, which means it’s time to look back in order to better look forward. For 2025, I see no other realistic option or scenario ahead other than a weaker dollar and rising gold. This...

Matthew Piepenburg / December 31, 2024

This 32-minute discussion between Grant Williams and me covers my 55-year professional journey from banking in Switzerland, building and running a major UK FTSE 100 company (DIXONS), and setting up a...

Egon von Greyerz / December 26, 2024

In a pre-election trip to DC and the Big Apple, it was clear to everyone with whom I spoke that, “Trump was never gonna win, period.” A month later, he won. These were pretty clever folks, so why were...

Matthew Piepenburg / December 15, 2024

Piepenburg rolls up his sleeves with a blunt assessment of BTC’s so-called “digital gold” slogan, which, based on the very definitional elements of money and the mathematical elements of volatility, c...

Matthew Piepenburg / December 13, 2024

As we approach what usually should be a blissful holiday period, the treacherous path the world is now on does not bode well for 2025 and beyond.

Egon von Greyerz / December 9, 2024

The combination of Eastern/Southern Central Bank gold buying and all CBS replacing their dollar reserves with gold will lead to unprecedented demand for gold for many years. More gold cannot satisfy t...

Egon von Greyerz / November 26, 2024

Needless to say, Donald Trump recently won the US election, and as JFK Jr. said of this “impolitic” figure, a “revolution” is coming. Depending on one’s politics, such a “revolution” is either music...

Matthew Piepenburg / November 17, 2024

There is a fine line between happiness and misery, as Dickens describes in David Copperfield. Copperfield’s landlord, Mr Micawber, was just on the wrong side of happiness by six pence.  In a rece...

Egon von Greyerz / November 4, 2024

There Are Two Americas… This observation goes beyond the partisan divide of a polarized nation heading toward a polarized election. The deeper, irrevocable rift lies beyond left vs. right. Quite sim...

Matthew Piepenburg / October 27, 2024