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Beneath the Surface

7 Grey Swan Predictions

Loading ...Addison 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

A Large And Growing Wealth Gap

January 28, 2026 • Addison Wiggin

Trump is trying to force two converging economic events that haven’t aligned like this in over 40 years.

The first is the cost of borrowing. After the fastest rate-hiking cycle in decades, rates are rolling over. Trump wants them at 1%. Jerome Powell’s term ends at the Fed on May 15. The path is being cleared for a true believer in lower interest rates to take his spot.

The second is the cost of living. Oil has fallen from $95 to just over $60 in a year. Gas is averaging $2.88 nationally. And because oil feeds into everything — shipping, food, plastics — falling prices cascade across the economy. The capture of Venezuela’s Nicolas Maduro is not a coincidence. Venezuela is one of the leading exporters in the OPEC block of oil producers.

A Large And Growing Wealth Gap
The Buck Gets Whacked

January 28, 2026 • Addison Wiggin

A push for lower interest rates, jawboning by Trump administration officials, and concerns over U.S. debt levels are giving the dollar a good thrashing.

Dollar-denominated assets, from global commodities to U.S. stocks — even competing fiat currencies — will see prices rise versus the U.S. variety until this trend shifts.

The Buck Gets Whacked
Metacycles, Mayhem, and Monetary Overhaul

January 27, 2026 • Addison Wiggin

Over the past year, gold has climbed more than 80%.

Why?

Because inflation isn’t dead. Because debt isn’t sustainable. Because equities look priced to perfection. Because bonds yield less than honest work. And because every institution you thought was safe is now a political football.

Is it peak gold? Maybe. But previous gold rallies have lasted for years. The storm hasn’t passed — it’s only beginning to darken. Many of the risks keeping investors up at night are unlikely to go away soon.

Metacycles, Mayhem, and Monetary Overhaul
Gold Forecasts Stock Market Volatility

January 27, 2026 • Addison Wiggin

The S&P 500 may be sitting near a record 7,000. But relative to gold, it’s been in decline.

Over the past three years, the market is up 45%, but gold is up 180%. Today the ratio of the S&P to gold is down to 1.39.

Gold Forecasts Stock Market Volatility