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
Ripple Effect

The Great Gold Run

Loading ...Addison Wiggin

October 13, 2025 • 1 minute, 8 second read


gold

The Great Gold Run

For all the thousands of hours reading, analyzing, talking and hand-wringing, buying and holding gold has been a better investment in the 21st century than stocks.

The comparison is not even close:

Turn Your Images On

Gold prices are up 10X century-to-date, about twice the total return of the S&P 500 (Source: Sherwood)

Of course, gold started the century undervalued. Great Britain sold off its gold holdings in 1999, sending the metal down $253 per ounce.

Today, in a world of increasingly volatile markets, the rise of too-big-to-fail institutions, and over 26 years of money printing, gold’s rise, priced in U.S. dollars, is just getting started.

As we’ve been forecasting, gold could rise significantly from here, simply to match changes in the money supply over the decades.

With the U.S. dollar going digital, entering a new regulatory phase, gold’s case looks better than ever.

~ Addison

P.S. Our latest research with Ian King regarding Dollar 2.0, which we filmed last Tuesday, will be released on October 16 in a special edition of Grey Swan Live!

Our work details the next leg of stablecoin development and which three companies we expect will dominate the new regulatory environment for the monetary system as digital assets go mainstream. Keep your eyes peeled this Thursday.

Turn Your Images On

If you have any questions for us about the market, send them our way now to: feedback@greyswanfraternity.com.


Panama, The Strait… and Private Credit

March 16, 2026 • Addison Wiggin

With the United States conducting what the Pentagon politely calls an “operation” against Iranian military infrastructure, markets have had every reason to be panicky. Instead, the past week delivered something subtler…

Panama, The Strait… and Private Credit
All that Glitters Ain’t Enough

March 16, 2026 • Addison Wiggin

Gold has been consolidating after a powerful multiyear rally. Yet with America’s gold reserves equal to only about 3% of federal debt, the metal could still have significant upside ahead.

All that Glitters Ain’t Enough
You Can’t Print That!

March 13, 2026 • Andrew Packer

The Federal Reserve can print money, but it can’t print oil. As energy prices surge and supply disruptions loom, the central bank may find itself with limited tools to fight inflation driven by real-world shortages.

You Can’t Print That!
The SPR Drain Is Worse than You Think

March 13, 2026 • Andrew Packer

The plan to release 172 million barrels from the Strategic Petroleum Reserve would leave the U.S. with its smallest stockpile of emergency oil in more than four decades. And with tensions simmering globally, the shrinking reserve raises uncomfortable questions about how prepared the U.S. is for the next supply disruption…

The SPR Drain Is Worse than You Think