Articles

Never in my 30+ years in the markets have I seen a monetary, precious metal and risk-asset setup more obvious yet more deliberately ignored than today. Below, we look at the converging signposts screa...

Matthew Piepenburg / July 19, 2026

A look at monetary history reveals that the question of “sound money” was never purely academic in nature but has always been of central importance for economic stability and social order. The past fi...

Ronnie Stoeferle / July 15, 2026

In this critical, 24-minute Gold Matters discussion, VON GREYERZ Partners – Matthew Piepenburg & Jonny Haycock – fight the summer heat to squarely address the factors and market explan...

Matthew Piepenburg / June 28, 2026

Gold. It began the year with galvanic headlines and endless coverage. Now, midway through that same year, having lost more than 25% from its January high of $5600, many are wondering if peak gold is b...

Matthew Piepenburg / June 15, 2026

With gold and silver having fallen by greater than 20% from their January highs of 2026, some have argued the gold trade is over. In fact, and as explained below, it is only just beginning. Trading vs...

Matthew Piepenburg / June 8, 2026

2026 is screaming “Uh-Oh” signals from nearly every sector and asset class with alarming yet eerily ignored clarity. This explains why the longer-term case for gold couldn’t be more obvious, regardles...

Matthew Piepenburg / May 31, 2026

Looking at the world around us, from foggy geopolitics to gyrating financial headlines, one can’t help but think, as the Jedi knights would say, that there seems to be “a disturbance in the force.” Di...

Matthew Piepenburg / May 21, 2026

The United Arab Emirates’ headline departure from OPEC this week has now made the case for precious metals almost too obvious. In fact, the critical USD-Petrodollar-Gold triangle just sent us on...

Matthew Piepenburg / May 1, 2026

Below, we look soberly at the historical case of gold in the backdrop of current headlines and a global financial system nearing an eruption moment.  Although the catalysts of oil, war, bond dysf...

Matthew Piepenburg / April 21, 2026

Iran is doing more to promote the petroyuan at the expense of the petrodollar than China has achieved so far. It is accelerating the dollar’s demise at its worst possible moment. Introduction Unlike A...

Alasdair Macleod / April 7, 2026

If you are new to gold, or if you are a speculator in gold (or even worse, a levered speculator in gold), you are likely asking yourselves what in the “H. E. double tooth-picks” just happened to gold?...

Matthew Piepenburg / March 22, 2026

The case for silver is now almost too obvious. Silver’s Fat Pitch Like many Americans, I grew up playing a fair amount of baseball. Part of this involved trying to hit a little round ball with the equ...

Matthew Piepenburg / March 15, 2026