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Ripple Effect

Pelosi v. The Inverse Cramer: Know Who To Avoid

Loading ...Addison Wiggin

July 1, 2025 • 1 minute, 42 second read


Cramermarket performancePelosi

Pelosi v. The Inverse Cramer: Know Who To Avoid

Looking for an edge in the stock market? One way investors have found great returns is to follow in the footsteps of great investors such as Warren Buffett and Peter Lynch.

In today’s more jaded society, the focus has shifted from great investors to those with better knowledge. It’s no surprise that former Speaker of the House Nancy Pelosi has been a great source of trading ideas for investors, even after belated disclosures.

Another strategy? Find someone with a poor track record, such as CNBC’s Jim Cramer, and do the opposite of what he suggests. There’s one fund that does just that.

Here’s how those strategies stacked up last year:

Turn Your Images On

Knowing who to follow and who to avoid is critical in a bull market devoid of reasonable valuations

Bear in mind – the inverse Cramer trade fared well shorting many stocks at a time when the overall stock market kept grinding higher.

But ultimately, markets are biased to trend higher over time, making the follow-Pelosi approach the winner.

As we enter the second half of a volatile year, we’ll continue to monitor Pelosi’s trades — as will our friend and colleague Andrew Zatlin, who follows all congressional trades. You may be interested in learning more about his strategy here.

~ Addison

Your Old Social Security Number
May Soon Be Worthless

Turn On Your Images.

Instead, it could soon be replaced by something called a DIV Code:

1KyeBoM2XveqjGUQEcK3qgaxbn1bDFZwU 

Never heard of it?

Watch the video that explains everything

P.S.: This Thursday, at 11 a.m. on Grey Swan Live!, Andrew and I will take stock of the first half of the year. We’ll do a comprehensive review of the model portfolio and review the prominent trends that have impacted stock prices and the economy during the dizzying first months of the second Trump administration. Stay tuned… it promises to be a doozy. Paid readers will definitely want to attend.

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


Jesse Colombo: Did Gold and Silver Just Peak?

October 10, 2025 • Addison Wiggin

Just a couple of days ago, everyone was celebrating gold’s move above the critical $4,000 psychological resistance level. But with today’s pullback, it slipped back below that level in both COMEX futures and spot, which makes me pause and think, as it indicates a rejection of that key level.

This increases the likelihood of a modest pullback or a period of sideways consolidation, as gold may have temporarily run out of momentum to push higher in the short term. That is perfectly normal, healthy, and not at all surprising. It is much like a sprinter who has just run hard and needs a moment to catch their breath.

Jesse Colombo: Did Gold and Silver Just Peak?
A Brief Schelling Point for Global Markets

October 10, 2025 • Addison Wiggin

Gold. Stocks. Bitcoin. Prediction markets. Each a different surface on the same wave — money searching for a story it can still believe in.

The Schelling Point of this moment isn’t one price or policy; it’s the shared intuition that something historic is shifting… even though we haven’t named it.

It’s Friday. It’s a good time to “remobilize our axioms,” as my favorite William F. Buckley quote goes.

We need to stick to our guns and remember that the goal of understanding Grey Swan events as they unfold is to plan, preserve our capital, and earn a good return for the long run. Let’s not get distracted by the market highs or headlines of a terrifying bull!

A Brief Schelling Point for Global Markets
What Goes Up…

October 10, 2025 • Addison Wiggin

Only during the ‘08 financial crisis and its aftermath have the majority of money managers seen stocks as undervalued.

This data point is another in a list of historic highs – stock indexes, gold, silver, bitcoin, retail investment, retail margin borrowing – we’re seeing in the market right now.

Markets are out of whack to the upside.

History’s cautionary tale? When markets are out of whack… it takes an unsettling event (crisis) to get them back into whack.

What Goes Up…
George Gilder: Led by Coherent, The Data Center is Turning to the Light

October 9, 2025 • Addison Wiggin

As AI clusters demand more light at every layer — from rack to package — Coherent’s share of that energy pathway increases. The startups illustrate what’s possible; Coherent ensures it happens.

As light enters the data center — step by step, layer by layer — Coherent is the most experienced and scaled name in the field. It carries the light forward.

George Gilder: Led by Coherent, The Data Center is Turning to the Light