Financial crisis

If the awareness of the reality of the physical market kicks in at the same time as a change in sentiment among the institutional investors on inflation, 2022 risks being an explosive year in the precious metals sector.

There is now too much debt in the economy, everywhere and at too high a level. The room for maneuver of central banks is considerably narrower...

Prudence tells us to get out of bubble assets like stocks, bonds and speculative property. Once the fall starts, these assets are likely to lose 90% or more in real terms which means against gold. Own physical gold and some silver (much more volatile). That will be your insurance against a rotten...

In this year-end chat, Egon von Greyerz and Matthew Piepenburg, round up 2021 by discussing the critical issues leading us into the new year.

Given the counterparty risk in grossly bloated risk assets, derivative markets, banking systems, currency markets and sovereign balance sheets, gold is no longer a debate but a necessity. Fortunately, gold is currently priced at valuation levels which have never been more opportune. Toward this e...

Egon von Greyerz and Ronni Stoeferle conclude their two-part Zurich discussion by addressing gold’s role in the context of current rate, currency and bond market forces.

Kevin Smith & Tavi Costa make the very compelling case that gold, silver and the precious metals mining companies are poised for tremendous upside ahead, as part of the Great Rotation they see coming.

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 fai...

The ECB is making a mockery of the world: it is shirking its responsibilities (printing money, zero interest rate), it is being lax with the banking system (insufficient capital), it refuses to recognize the damage it is causing (bubbles in equities, bonds and real estate), it refrains from lectu...

In Part II of Egon von Greyerz’ two-part conversation with Cambridge House’s Jay Martin, Egon candidly digs deeper into the realism rather than sensationalism of the current macro headwinds and the inevitable implosion of the global financial/monetary system.