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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.)


Stay the Course on Bitcoin

November 21, 2025 • Ian King

The narrative for BTC and other cryptocurrencies is that every government around the world has high debt-to-GDP ratios. It means they are going to print more currency. It means there is a need for alternative currency. In the past, this alternative currency was gold.

Gold is not very portable. It’s a good store of value. It’s not as great of a store of value as BTC in terms of actually storing it. BTC, you can store it on a hard drive or at Coinbase. Gold, if you have bars you have to keep them in a bank or you have to dig a hole in your backyard. And you can’t send gold around the world as easily as you can send BTC.

I still think this rally has legs. If you go back to where the breakout happened, we were really in November of 2024 that was the beginning of this bull market in my mind because that was the first time we hit an all-time high in a couple years. Then we rallied. We pulled back. We tested that level again.

The uptrend, in my mind and with what I’m seeing, is still intact. We’re just in an oversold condition right now.

Stay the Course on Bitcoin
A $900 Billion Whiplash

November 21, 2025 • Addison Wiggin

Nvidia’s $900 billion round-trip this week wasn’t about some revelation in Jensen Huang’s chip factory. The business is firing on all cylinders – and may yet be one more reason for the market to soar higher into 2026.

The culprit was the macro — one gust of wind from the labor market and trillions in valuation shifted like sand dunes.

Nvidia’s earnings lifted the market at the open, but the jobs report’s undertow snapped sentiment like a dry twig. As we pointed out this morning, the S&P notched its biggest intraday reversal since April.

The first half of the move was classic Wall Street choreography: blowout earnings, analysts breathless with adjectives, and every fund manager terrified of underweighting the patron saint of AI.

A $900 Billion Whiplash
About Yesterday’s Slump

November 21, 2025 • Addison Wiggin

In April, following the “Liberation Day” low, the indexes took off in the morning only to crash later in the day. The first and only other time in history we have seen a strong bullish opening followed by a sharp bearish close was during the 2020 recovery from the Covid shock.

In both cases, the markets were rebounding from exogenous shocks.

That’s not where we are today. The index-level charts may look composed, but underneath plenty of individual stocks are trading as if they’ve already slipped into a private bear market of their own.

We’ll see how the day unfolds. It’s options-expiration Friday — the monthly opex ritual when traders roll positions forward, unwind old bets, and generally yank prices around like terriers with a chew toy.

About Yesterday’s Slump
The Internet Just Got Its Own Money

November 20, 2025 • Ian King

Every major tech shift has followed a similar pattern. As information moves faster, the money follows.

The telegraph made news global and opened up a world of investment opportunities. Radio, and then television, ignited a new wave of prosperity for investors. And the internet made communication instant, creating fortunes for those who saw what was coming.

Now standards like x402 are doing the same for AI and digital payments, potentially putting Jamie Dimon’s empire in jeopardy.

If you have Coinbase building the payment rails, Circle handling settlement and projects like Worldcoin and Particle Network solving for identity and wallets — do you really need a bank to validate transactions and keep track of who owns what?

All of these companies are helping to build a new layer of fintech infrastructure. And they’re all working toward an economy that runs continuously, without the need for corporate scaffolding.

The Internet Just Got Its Own Money