Financial markets

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...

Never has the proof of inflation been so tangible, and yet increasing numbers of fund managers are betting on this rise in prices being transitory, encouraged, admittedly, by the reassuring narrative coming from the monetary authorities. It is not the first time that the Fed has bet on its moneta...

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.

This chart tells us that either stocks are too expensive or commodities are very cheap despite the recent rise.

Each passing week now brings a new figure on inflation which shows us that the price rise movement initiated this fall is becoming increasingly out of control.

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...

Since every currency system in history has collapsed, it is quite a certain bet that this one will too. For the few who have savings, wealth preservation in physical gold and silver is essential as insurance against yet another failed currency and financial system.

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.

The next stage of the inflationary cycle that we are currently traversing will involve efforts to control the prices by the authorities, which will logically trigger even more pronounced shortages in a production chain that is already greatly weakened by the sanitary crisis and by the rise in tra...

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.