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Beneath the Surface

The Real Global Threat

Loading ...Addison Wiggin

August 13, 2024 • 2 minute, 57 second read


The Real Global Threat

“Only the dead have seen the end of war.”

– George Santayana

 


Amid the rising threat of all out war in the Middle East and a US senator in-country rooting for the Ukraine incursion into Russian territory, today we have new insight into modern global warfare…

Over the years, it has been eye-opening to share the insights Grey Swan founding contributor John Robb has about the military industrial complex, their impact on domestic politics and how influential they are in crafting US foreign policy.

It’s shocking to me every time I talk to him how little citizens know about what our military is up to let alone where the fat checks from our defense budget go…

But that’s just my perspective. I’ll let you make up your own mind. I recommend you listen to the entire Wiggin Sessions we just recorded together. You won’t look at the headlines coming out of the Middle East, Ukraine or the South China Sea the same way again.

John is a former Navy Seal mission architect and boots on-the-ground commander. After retiring from that gig because it was too physically demanding, he turned his intellect to analyzing social media networks for Forrester Research and forecasting their impact while developing counter-terrorist strategies. 

His first published work on social media for Forrester came out in 1995 a full decade before Facebook and Google were viable commercial efforts. 

His book Brave New War (2007) was a groundbreaking analysis of the post 9-11 military strategy fighting global terror organizations like Al Qeda and Isis. And helped inform military commanders and strategists from all the military branches. The book earned him a role as an adviser to the Chairman of the Joint Chiefs of Staff.

Through his own private publishing group, Global Guerillas, Mr. Robb has continued developing his insights and informing groups that use his ideas in the financial markets, economic strategies… even marketing, as you’ll find out. 

Modern Warfare and The Real Global Threat

Last night, Senator Lindsey Graham made headlines globally cheering the Ukraine army’s novel push into Russian territory. 

Likewise, analysts – even in our own Grey Swan network – debated the veracity of claims that Iran is pushing a wider Mid-East war, not least by supporting Houthi, Hezbollah and Hamas terrorists with weapons, safe haven and financing.

The world is a volatile place. Mr. Robb believes that not only is the U.S. military-industrial complex’s desire to control all political events globally a fool’s errand destined to bankrupt the government, but it’s also the driving force behind what could ultimately be the financial ruin of the empire.

The details matter, of course. Specific details on how the Houthi rebels in Yemen and the Red Sea may actually encourage China’s invasion of Taiwan… and how the inevitable could trigger the collapse of the US dollar’s reserve currency status follow:

Watch the video right here.

Read a transcript of the video here.

Today, I’m sharing Part I of our most recent interview. John’s insight is derived from observing the global footprint of the West’s military and how technology through satellites, drones and encrypted communications – and now AI — have evolved to a new phase of modern warfare far surpassing the kinetic frontlines of conflicts in the past.

So it goes,

 

Addison Wiggin

Founder, Grey Swan Investment Fraternity

P.S. Part I is critical to understanding the forecast John makes in the second half of our Wiggin Session interview.  Part II is coming soon … so bone up… and stay tuned!


Silver’s Parabolic Move

January 26, 2026 • Addison Wiggin

Silver is now up 54% year-to, err, month-to-date. And up over 280% since the start of 2025.

While we don’t know how much further upside is left, prior parabolic moves like these tend to lead to big pullbacks when they end.

“If you’re tempted to take a screenshot of your portfolio, it’s a good idea to take some profits while you’re doing that,” suggests our Portfolio Director, Andrew Packer.

We’d do so to grab some of those silver profits, simply because even though we started dollar-cost-averaging (DCA) into gold and silver in 2018 – silver was $16.47 – no assets can go parabolic, like silver has, indefinitely.

Silver’s Parabolic Move
Consensus Is a Dangerous Drug

January 23, 2026 • Addison Wiggin

We’ve entered a new territory on Wall Street: for the first time in recorded history, zero strategists are predicting a down year.

Not “most are bullish.”

Not “nearly all expect gains.”

Zero bearish calls for 2026.

Unanimity so complete it resembles a vote in a collapsing authoritarian state.

Consensus Is a Dangerous Drug
Japan’s Own Buyer of Last Resort… Sells

January 23, 2026 • Addison Wiggin

The Bank of Japan’s holdings of its own government’s bonds are now near a 10-year low.

The yen carry trade has been a constant in global finance for 3 decades. Currently, the unwind is throwing the Japanese government into a crisis of historic proportions.

Americans take note. Not only are Japanese bonds undermining the AI rally on Wall Street. The crisis is a cautionary tale for the U.S. efforts to finance its own historic debt load.

Japan’s Own Buyer of Last Resort… Sells
The Leverage Doctrine

January 22, 2026 • Addison Wiggin

The dollar’s share of global reserves is now roughly 40%, down from 60% in 2016. No other fiat currency filled the gap. Gold did.

That is the only fact you need to understand the long-term arc.

After the West demonstrated it could seize reserves, “safe” became a new word. Gold has no counterparty. It cannot be frozen with an executive order. It does not require permission to settle.

The Leverage Doctrine