7 Signals, 1 Golden Direction

VON GREYERZ Partner, Matthew Piepenburg, shares his views and key interview insights from the recent Rule Precious Metal Symposium in the U.S.

In particular, Matthew addresses the forced sale of gold in 2026, driven by early-year (and shameless) manipulations at the COMEX to subsequent war liquidity measures globally. He then addresses the critical yet often overlooked signals from the sovereign bond market, all of which scream substantial currency debasement to come.

As for the new “Fed Sheriff in town,” Piepenburg explains why Warsh is merely a dove dressed like a hawk. Thereafter, Piepenburg unpacks more gold tailwinds and signals from the Petrodollar market to basic supply & demand forces percolating unnoticed beneath the media hype.

Far more importantly, Piepenburg explains how China is playing the long game in a patient yet now open play to fairly reprice gold based on physical rather than paper markets. Finally, Piepenburg addresses the open risks in an ever-expanding yet grossly over-valued and Fed-driven equities market.