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Ripple Effect

Gold’s Biggest Buyer Isn’t Backing Down

Loading ...Addison Wiggin

May 27, 2025 • 1 minute, 6 second read


central banksgold

Gold’s Biggest Buyer Isn’t Backing Down

Gold remains one of the most interesting stories in the financial market today.

While retail investors – more like traders – are hyperfocused on the gyrations of the stock market, central banks keep backing up the truck to buy the metal.

The latest data from the World Gold Council and Goldman Sachs suggests there’s far more buying ahead in 2025 – on top of a surge in buying in recent quarters after a slowdown in 2024.

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With this much big money moving into gold, any drop lower on short-term headline news – like President Trump delaying tariffs – could mean a reasonable buying opportunity for patient investors.

And with gold demand soaring, alternatives to the metal itself, such as mining stocks, may be the sleeper hit in this year’s volatile stock market.

~ Addison

P.S. We’ve recently released new research on today’s markets, and how President Trump is following through on a Great Reset of the U.S. economy. This first phase isn’t pretty – we call it the Great Fire. Click here for more details. It could mean a good reason why retail investors may finally give gold a push higher – potentially taking it to $4,000 this year before greater heights in the years ahead.

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)


Bonfire in Timber (Prices)!

November 19, 2025 • Addison Wiggin

Timber is among several commodities declining this year. Oil, down 15%. Wheat minus 10%. Egg prices have gotten over the avian flu and are down 80%.

Lower commodity costs are good for consumers. They offset tariff costs to wholesalers. And they are good for this year’s political pet issue, “affordability.”

But they also reflect a sore spot in the overall economy. Lower demand for timber, a key component in housing, means builders aren’t building.

Many economists interpret lower timber prices as a sign that the economy is already in recession.

Bonfire in Timber (Prices)!
The Debasement “Trade”

November 18, 2025 • Mark Jeftovic

Bitcoin isn’t a trade and trying to time it with chart patterns generally does not work.

I’ve never really felt like technical analysis carried much real predictive edge in general and when it comes to BTC, I’ve seen too many failed “death crosses” to change my opinion.

The one that just triggered in mid-November as bitcoin flirted with $90,000 is just the latest.

What really matters? It’s a monetary regime change – if market participants are trading anything it’s getting rid of a currency (“it’s the denominator, stupid”) for a store of value – and we’re seeing it in spades with Bitcoin and gold.

The Debasement “Trade”
The Cult of Stock Market Riches

November 18, 2025 • Addison Wiggin

White-collar hiring is, in fact, slowing. Engel’s Pause is taking hold of the jobs picture.

In the meantime, everyday Americans are rediscovering an ancient truth: there is wisdom in wearing steel-toed boots.

Jobs that struggle to attract bodies in boom times are now seeing stampedes of applicants.

– Georgia’s Department of Corrections: applications up 40%.

– The U.S. military: reached 2025 recruiting goals early.

– Waste management staffing: applications up 50%.

For now, economists call this “labor market tightness.” Anyone who has ever scrubbed a grease trap knows it by another name: fear.

The Cult of Stock Market Riches
Whales Buy the Bitcoin Dip

November 18, 2025 • Addison Wiggin

Bitcoin has historically weathered 30%+ corrections while still in a bull market. 

Global liquidity fears and lower odds of a Fed rate cut in December are driving bitcoin and other cryptos lower at present. 

As Andrew Zatlin described on Thursday’s Live! we can expect a series of stimulus efforts next year, ahead of the midterms, driving new liquidity. The $2,000 “tariff rebate” checks President Trump has been touting are but one example.

When higher liquidity hits the market – in whatever form it takes – today’s bitcoin buyers will be waiting.

Make like the whales, and use market selloffs and stimulus to your advantage.

Whales Buy the Bitcoin Dip