Publications

Inflation Is Starting To Have Repercussions On Companies’ Results
Published by Laurent Maurel | Sep 22, 2021 | Articles 7061

Even if one were to print money and give it away for free in order to prop up consumption, it would be impossible to avoid the consequences, which are now clearly visible, of the inflation created by this monetary madness. The difficulties at the level of the production chain brought about by this inflation are now squeezing companies’ margins, and that is what FedEx’s results show us.

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Time To Say Goodbye To The Everything Bubble
Published by Egon Von Greyerz | Sep 22, 2021 | Articles 2904

We are now in a very critical period for the world since excesses of the magnitude we are now seeing must be corrected. Exponential moves in one direction are always corrected. And the corrections will be of a similar magnitude to the rise but happen much quicker. We are talking about falls of 90% or more in all major asset and debt markets.

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Evergrande, the "Chinese Lehman Brothers"?
Published by Philippe Herlin | Sep 16, 2021 | Articles 15700

Evergrande, China's largest property developer, directly employs 200,000 people and indirectly employs 3.8 million people. Problem: the group is bankrupt and announced on September 14 that it is facing a risk of default. Evergrande is crushed by liabilities of nearly 260 billion euros, while it has yet to complete 1.4 million homes with a total value of 170 billion euros.

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Gold Is Outperforming Bonds
Published by Laurent Maurel | Sep 8, 2021 | Articles 8193

Since the start of this century, gold has offered a far better return than bonds. It was this outperforming of the bonds by gold that took it into its bullish phase from 2002 to 2010. The central banks intervened in 2010 to break this cycle, but we have initiated a second cycle of gold outperforming the bonds market. Gold is continuing to bring in better returns than government bonds.

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Prepare for the Coming Reset: Real Assets Are Key
Published by Marc Friedrich | Sep 7, 2021 | Articles 2874

Willem Middlekoop is convinced that in a restructured financial system, gold must and will have a place again. Central bankers are also aware of the imbalances in the current system and are already looking for a new "anchor" that will one day replace the US dollar. The market veteran thinks that gold could become an important pillar of the new system alongside the IMF's Special Drawing Rights and large-scale debt restructuring, as people will flee into real assets if they lose confidence in the financial system.

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Silver: The Raid And Its Expected Backfire
Published by Cyrille Jubert | Sep 6, 2021 | Articles 21378

While silver is not immune to a final attack before the big hike, the conditions seem right for a take-off before the end of the month. This is all the more true, when we look at the crazy surge of aluminium (X2), sheet steel (X4), coal (X4) and commodities, which are experiencing a very violent inflation. Given the crazy money creation since the start of 2020, the price of precious metals should be much higher.

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Great Opportunities For Commodities & Gold, Great Risks For Stocks
Published by Egon Von Greyerz | Sep 5, 2021 | Articles 1699

Although they are heavily promoted, equities are hardly superior to gold even over long periods of time; in fact, gold has been superior over the last 20 years. Greater differences emerge when trading cycles, where the ratios shift. The current cycle speaks to large equity losses ahead as dividend yields are very low and stocks are held up because of the global money glut.

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Alert: Real Interest Rate Collapses
Published by Philippe Herlin | Sep 2, 2021 | Articles 27279

Central banks are stuck and condemned to see the value of their currencies deteriorate, hoping that inflation will be "temporary". So this situation will continue and get stronger, maybe one day we will reach the -10% real interest rate, as in my fiction (i.e. a division by two of the value of savings in only seven years). But the monetary and financial system will probably have exploded before then.

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