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.

Inflation is proving more persistent than expected, as the Strait of Hormuz remains the center of global attention amid the ongoing Iran war.

For over a decade, global financial markets depended on the “yen carry trade.” Now, soaring Japanese bond yields threaten global liquidity…

Gold is an ideal hedge for protection against government foolishness and market volatility. Except… when it isn’t, like we’re seeing today.

Politicians talk. Markets often discount any potential follow-through or just ignore them altogether. But Trump isn’t like other politicians.

Inflation is proving more persistent than expected, as the Strait of Hormuz remains the center of global attention amid the ongoing Iran war.

For over a decade, global financial markets depended on the “yen carry trade.” Now, soaring Japanese bond yields threaten global liquidity…

Gold is an ideal hedge for protection against government foolishness and market volatility. Except… when it isn’t, like we’re seeing today.

Politicians talk. Markets often discount any potential follow-through or just ignore them altogether. But Trump isn’t like other politicians.