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Beneath the Surface

7 Grey Swan Predictions

Addison WigginAddison Wiggin

January 1, 2025 • 40 second read


7 Grey Swan Predictions

Ironically or not, the thread that binds all of these Grey Swan events is a reliance on debt at all levels of society and a consumer culture that favors short-term gratification. Political violence is just a f’d up way of expressing dissatisfaction with a culture that values material goods over some kind of weird spiritualism. Both of the assailants in New Orleans and in Las Vegas were military and in financial distress.

Grey Swan #7: Debt Binge Ends

Grey Swan #6: Banks Go First

Grey Swan #5: BRICS Bucks Continue To Challenge the US Dollar

Grey Swan #4: The China Wild Card: Tariffs and Chips

Grey Swan #3: Death of the Middle Class

Grey Swan #2: Mutant AI and the Death of Free Speech

Grey Swan #1: Return of American Political Violence

Bonus Grey Swan: Rise of the American Police State


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With the market obsession over AI, a contrarian trade is lurking in another beat-down, misunderstood, hated asset class.

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The next phase of the AI revolution could reward companies using AI to improve everything from drug discovery to back-office operations…

A Golden Opportunity In Health Care
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September 11, 2026 • Addison Wiggin

The dollar may be losing purchasing power, but housing prices aren’t getting the memo because buyers can’t afford the financing…

Housing Shortage? Hardly.
Bessent’s Three-Part Gambit

September 10, 2026 • Addison Wiggin

Bessent lost round one with the bond vigilantes, but he could take another route involving the world’s most heavily shorted major currency…

Bessent’s Three-Part Gambit