Publications


Gold’s Role in a Changing Financial System

Published by Egon Von Greyerz | Nov 29, 2021 | 3407

Egon and Ronnie discuss their individual journeys toward recognizing the timeless, paramount, yet oft ignored, role that gold plays in intelligent wealth preservation and risk hedging in a market landscape that is becoming increasingly centralized. As Ronnie observes, real capitalism requires failur...

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Why The Price of Silver Could Soar in 2022

Published by Cyrille Jubert | Nov 29, 2021 | 49794

Our economic and political elites want the world to equip itself with "clean energy". This will involve a lot of upstream and downstream photovoltaics, changing a very large number of equipments and products that will have to adapt to new technologies. As a result, the industrial demand for silver w...

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Backwardation On All The Metals

Published by Laurent Maurel | Nov 24, 2021 | 14247

These interventions on the futures markets now only have very transitory effects, and at the same time, they are reinforcing the tensions on the physical side. Each enforced correction on the paper market prompts a veritable run on the physical metal. This holds true for the entire metals compartmen...

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Gold-O-Mania Is Coming

Published by Egon Von Greyerz | Nov 18, 2021 | 12711

Over the next couple of years we are likely to see a stampede into gold by institutional investors which need to have some inflation protection in their portfolios. But even if they increased their assets in gold from 0.5% to 1.5%, there will not be enough gold in the world to satisfy the extra dema...

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Inflation: How The Cantillon Effect Is Ruining Us

Published by Philippe Herlin | Nov 11, 2021 | 21218

The mass distribution is planning a price increase in food, reports Le Figaro. Michel-Edouard Leclerc, president of the hypermarket group of the same name, expects "a hell of a price increase this month". This should not come as a surprise. This was foreseen by one of the few economic theories that...

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