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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!


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