Metals Get the Message

June 2, 2025

Ripple Effect — June 2, 2025

Flows give us a sense of where the market is investing now – and that data can be divided between retail and institutional investors.

Even though the past few weeks have seen strong flows to bitcoin and relatively weak flows to gold, investments in the metal are rising at a record rate year-to-date:

Turn Your Images On

In other words, gold shouldn’t be written off yet. Not by a long shot. And our estimate that could gold could clear five-figures on the way to over $20,000 per ounce remains on track.

Good news for today’s gold holders – and likely good for opportunities in gold mining stocks, including the ones we’ve showcased in recent research.

~ Addison

Why did Trump Sign Executive Order 14156 Behind Closed Doors?

There was no fanfare.

No big announcement.

But on January 20, 2025, President Trump signed an Executive Order that quietly redirects U.S. energy priorities toward a previously untapped source.

This “bonanza of clean energy” could power the world for 17 BILLION years, one estimate showed.

Full details and everything you need to know can be found right here.

P.S. Gold is just one part of he story as President Trump follows through on a Great Reset of the U.S. economy using tools such as tariffs and deregulation. This first phase isn’t pretty – we call it the Great Fire – of which gold and bitcoin play a role for safety. Click here for more details on how it could play out.

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

June 2, 2025

Ripple Effect — June 2, 2025

Flows give us a sense of where the market is investing now – and that data can be divided between retail and institutional investors.

Even though the past few weeks have seen strong flows to bitcoin and relatively weak flows to gold, investments in the metal are rising at a record rate year-to-date:

Turn Your Images On

In other words, gold shouldn’t be written off yet. Not by a long shot. And our estimate that could gold could clear five-figures on the way to over $20,000 per ounce remains on track.

Good news for today’s gold holders – and likely good for opportunities in gold mining stocks, including the ones we’ve showcased in recent research.

~ Addison

Why did Trump Sign Executive Order 14156 Behind Closed Doors?

There was no fanfare.

No big announcement.

But on January 20, 2025, President Trump signed an Executive Order that quietly redirects U.S. energy priorities toward a previously untapped source.

This “bonanza of clean energy” could power the world for 17 BILLION years, one estimate showed.

Full details and everything you need to know can be found right here.

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

Technology is a double-edged sword. We’re still living in the long tail of a hard money, capitalist society – and reaping new technologies out of it.

But the destruction of the purchasing power of the dollar stands to create a crisis – and drive investors back to safe havens like gold.

All these rumors could work out to Intel’s benefit. That’s something no investor can know. What we can know is that the road to recovery will be a rocky one, fraught with disappointments along the way. It is all but certain that at some point, Intel stock will once again be far cheaper than it is today. And at that later date, investors will have far more information to be able to judge the likely success of the promised comeback. We’re not going to buy the rumors. We will wait for the news.

There’s something about big, round numbers that draws investors like moths to a flame.

In the stock market, every 1,000 points in the Dow or 100 points in the S&P 500 tends to act like a magnet.

Now, after consolidating for five months, gold has broken higher to $4,000.

AI stocks are running hot. They’re not the only game in town… but they’re about half of it.

JPMorgan just reviewed all of the 500 companies in the S&P 500. A full 41 of them are AI-related. While that’s less than 10% of the index by total, it is over 45% of the index by market cap.

Technology is a double-edged sword. We’re still living in the long tail of a hard money, capitalist society – and reaping new technologies out of it.

But the destruction of the purchasing power of the dollar stands to create a crisis – and drive investors back to safe havens like gold.

There’s something about big, round numbers that draws investors like moths to a flame.

In the stock market, every 1,000 points in the Dow or 100 points in the S&P 500 tends to act like a magnet.

Now, after consolidating for five months, gold has broken higher to $4,000.

AI stocks are running hot. They’re not the only game in town… but they’re about half of it.

JPMorgan just reviewed all of the 500 companies in the S&P 500. A full 41 of them are AI-related. While that’s less than 10% of the index by total, it is over 45% of the index by market cap.