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

  • Free Access
  • Contributors
  • Membership Levels
  • Video
  • Origins
  • Sponsors
  • Contact

© 2025 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.


Why Gold Is Going Up

October 13, 2025 • Bill Bonner

The feds need to finance trillions in new debt, as well as refinance trillions more in existing debt, in a world where the dollar is falling and interest rates are rising. No matter what they say, they have little alternative; they have to ‘print’ more dollars. Or default. Either way, gold will go up.

Why Gold Is Going Up
A New World Order…

October 13, 2025 • Addison Wiggin

On October 12, 1492, an Italian navigator set sail for India, only to stumble upon a new world. Today’s explorers are digital — betting markets, AI forecasters, algorithmic traders — but the impulse is the same.

To cross the ocean of uncertainty, and hope you land somewhere new.

The tools change. Human instinct… and desire… don’t.

A New World Order…
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