GSI Banner
  • Free Access
  • Contributors
  • Membership Levels
  • Grey Swan Forecasts
  • Video
  • Origins
  • Sponsors
  • My Account
  • Sign In
  • Join Now

  • Free Access
  • Contributors
  • Membership Levels
  • Grey Swan Forecasts
  • Video
  • Origins
  • Sponsors
  • Contact

© 2026 Grey Swan Investment Fraternity

  • Cookie Policy
  • Privacy Policy
  • Terms & Conditions
  • Do Not Sell or Share My Personal Information
  • Whitelist Us
Beneath the Surface

Landslide

Andrew PackerAndrew Packer

November 11, 2024 • 1 minute, 15 second read


electionllandslide

Landslide
https://open.substack.com/pub/joelbowman/p/landslide?utm_campaign=post&utm_medium=web

Front row at the Smashing Pumpkins…

“I took my love, I took it down
Climbed a mountain and I turned around
And I saw my reflection in the snow covered hills
‘Til the landslide brought me down”

~ Landslide by Stevie Nicks (1975)

Joel Bowman with today’s Note From the End of the World: Buenos Aires, Argentina…

While American voters were delivering something of a political landslide this past Tuesday, your generally apolitical editor was reliving the glory days of his misspent youth, watching Billy Corgan deliver an acoustic rendition of the Stevie Nicks classic, Landslide, here in Buenos Aires…

Many tides have turned since we first heard this tune, which we used to sing on the way to swimming training, bleary eyed, at 5am every morning. Funny how songs still speak to us, with new and ever changing meanings, even after all these years. From the lyrics…

Well, I’ve been ‘fraid of changin’
‘Cause I’ve built my life around you
But time makes you bolder
Even children get older
And I’m gettin’ older, too…

There were other tunes, too… Smashing Pumpkins classics like Bullet with Butterfly Wings, Disarm and Mayonaise. For one brief night, jumping along with the rock ‘n’ roll crowd, we felt like we were seventeen again. Then came the next morning when, battered and bruised, we got a sudden glimpse of what it might be like to feel 70…

Cheers,

Joel Bowman

 


The Real AI Crisis

July 31, 2026 • Addison Wiggin

The next phase of the AI boom won’t be decided by who builds the fastest chips, but by who can keep them powered.

The Real AI Crisis
Retail Investors Get the Memo

July 30, 2026 • Addison Wiggin

Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so…

Retail Investors Get the Memo
Nowhere Near Peak Power

July 29, 2026 • Addison Wiggin

The backlash against data centers is seeping into the midterm election year. But the real issue is energy production and grid capacity…

Nowhere Near Peak Power
Nuclear Renaissance

July 28, 2026 • Addison Wiggin

The AI rollout needs energy. And nuclear’s ability to offer clean, cheap, abundant power makes it a complete no-brainer.

Nuclear Renaissance