
Falling Markets, Rising Inflation & Invisible Wealth
Egon von Greyerz and Matthew Piepenburg, swap thoughts on the bearish decline of U.S. risk assets along side an equally painful rise in inflationary forces.
Read articleEgon von Greyerz and Matthew Piepenburg, swap thoughts on the bearish decline of U.S. risk assets along side an equally painful rise in inflationary forces.
Read articleInvestors who exited the stock markets early enough will have to re-invest their cash somewhere. However, the stocks are falling and so are the bonds. The safety is certainly to place them in the precious metals, whose charts and fundamentals are extremely reassuring.
Read articleThe intensity of the bond market's decline is unprecedented. Bloomberg's Aggregate Index, which measures a basket of more than 28,000 bonds, has lost more than 15% since the beginning of the year, a drop not seen since the 1970s.
Read articleGold is known for its rarity and reliability. However, the usefulness of gold has not ceased to evolve over the last few centuries. Both an object of desire and speculation, gold has experienced several panics synonymous with crashes or price explosions. In the 19th century, financial markets wer...
Read articleThe recession forecasts is leading many speculators to bet on the coming fall in commodity prices. this strategy of short selling on commodities is coming up against a problem of physical supply. In metals, reserves on the London Metal Exchange have never been so low, and the latest correction ha...
Read articleThis article will discuss if investors in coming years really have more than the Hobson’s choice of one. Gold has been one of the top performing asset classes in this century and still nobody owns it with only 0.5% of world financial assets invested in gold.
Read articleGold remains a strong competitor. The yellow metal is particularly popular with countries that want to de-dollarize. Central banks that bypass the dollar system of financing are the ones that have bought the most gold over the last twenty years. The acceleration of de-dollarization will therefore...
Read articleThe risk is there: "the most fragile countries are not Italy or Spain, but France, Greece and perhaps Portugal." What the Greeks experienced in the 2010s - and they are still paying the bill - could soon happen to the French.
Read articleThe difference between the number of certificates and the investment in physical metal is now very clearly marked. At a time when the situation on the physical stocks of industrial metals and precious metals is becoming more and more tense every week, it is finally quite logical to see so many in...
Read articleRising wages, falling productivity: inflation is not transitory and is becoming uncontrollable for the Fed, because it is linked to a problem in the supply of raw materials.
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