Inflation

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 monetary...

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.

The relatively sizable historic decline of the gold price makes it possible to draw detailed conclusions about the regular phases of evolution of the price of gold. In this article, we take a look at an exclusive approach to the cyclical nature of gold, the major phases of growth since the 1970s, an...

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 end,...

The Danish bank, Saxo Bank, has become famous for publishing every year a series of ten "outrageous predictions" that are supposed to profoundly change our societies in the coming year. The exercise is difficult and these predictions rarely come true. But they have the merit of pointing out problems...

Insiders are selling and the number of new margin accounts is skyrocketing, at a time when the markets have never been so expensive and fragile. Fear is well and truly present here...but so too is confidence. And it is this confidence that is dominating the sentiment of the markets. The central bank...

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.