The Trend Is Your Friend

The old Wall Street saying, “The trend is your friend,” has played out beautifully over the past few months—at least in the stock market.

However, on Main Street, consumers are starting to show signs of tapping out. And as they do, the trend on Wall Street could reverse suddenly.

One source of alternative data showing consumer stress? Google search trends:

Turn Your Images On

Search words and phrases reveal a surge in consumer anxiety over basic needs. (Source: Google)

These are the folks who have taken a hit in recent years, thanks to the massive income inequality that, according to Treasury Secretary Scott Bessent, the Federal Reserve exacerbates.

Consumers who never bought assets like stocks, houses, or gold are lucky to hold steady in good times – but they risk losing it all in a recession.

With the Federal Reserve making big changes in the monetary system and starting to cut rates again, asset owners like shareholders and homeowners will benefit.

Cash-strapped, debt-addled consumers? They’ll be the first to take the hit from an economic slowdown and the next wave of inflation.

~ Addison

P.S.Yesterday’s Grey Swan Live! with Mark Jeftovic was a powerhouse. We covered the shocking assassination of Charlie Kirk and the #1 forecast we made for 2025: the aggressive rise in political violence.

Then we got down to business, turning to Trump’s Shadow Fed and political pressure to cut rates into inflation.

Portfolio Director Andrew Packer showed attendees how the Grey Swan model portfolio is uniquely positioned for interest rate cuts and why income-generating stocks could see big returns as interest rates on bonds decline.

Mark Jeftovic took us on a deep dive into the crypto market, showcasing a number of cryptocurrency projects that have real-world use cases and could see a big move in the months ahead as the Fed kicks off interest rate cuts. Paid-up readers can access the replay here.

If you’re not a paid member of the Grey Swan Investment Fraternity, you can review the benefits of becoming one here.

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

The old Wall Street saying, “The trend is your friend,” has played out beautifully over the past few months—at least in the stock market.

However, on Main Street, consumers are starting to show signs of tapping out. And as they do, the trend on Wall Street could reverse suddenly.

One source of alternative data showing consumer stress? Google search trends:

Turn Your Images On

Search words and phrases reveal a surge in consumer anxiety over basic needs. (Source: Google)

These are the folks who have taken a hit in recent years, thanks to the massive income inequality that, according to Treasury Secretary Scott Bessent, the Federal Reserve exacerbates.

Consumers who never bought assets like stocks, houses, or gold are lucky to hold steady in good times – but they risk losing it all in a recession.

With the Federal Reserve making big changes in the monetary system and starting to cut rates again, asset owners like shareholders and homeowners will benefit.

Cash-strapped, debt-addled consumers? They’ll be the first to take the hit from an economic slowdown and the next wave of inflation.

~ Addison

Then we got down to business, turning to Trump’s Shadow Fed and political pressure to cut rates into inflation.

If you’re not a paid member of the Grey Swan Investment Fraternity, you can review the benefits of becoming one here.

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

As Bitcoin’s price has risen, it now trades for around $115,000, MicroStrategy’s stock has experienced an even greater parabolic rise.

Today the company, renamed Strategy, has a market cap of $103 billion – and investors have seen returns of more than 2,400% in a little over 5 years.

It’s one of the greatest growth stories of recent years and one that almost nobody could have seen coming.

For anyone who has ridden the MicroStrategy gravy train, congratulations.

And for those who missed it, I believe you could have a rare second chance.

Ultimately, as the one-two punch of “bad news equals good news on Wall Street” – inflation and employment data – kicked retail investors into gear, all three major indexes nudged to new record highs.

The S&P 500 is now up 31% in just five months, the third-largest five-month gain in the last two decades.

It’s one of those rare situations Warren Buffett would describe as “raining gold”… when all you have to do is step outside if you want to get rich. And it’s the type of setup Erez has built his entire investing career around.

The type of opportunity with the potential to make you a small fortune.

Twenty-four years ago, today, nearly 3,000 people died in the 9/11 terrorist attacks. But the toll hasn’t stopped. The FDNY has now lost more members to 9/11-related illnesses than it did on the day itself. This week, the department added 39 names to its Memorial Wall, bringing the total to 402.

Mayor Eric Adams spoke plainly: “We need to humanize what happened those 24 years ago and not allow time to erode how significant it was. The countless number of men and women ran towards danger, and we’re still losing their lives every day.”

America’s story, from Lincoln to JFK to 9/11 to now, is scarred by episodes of violence that rupture legitimacy. Each event has reshaped institutions, politics, and markets.

And in the age of hyper-partisan politics, global debt, and technological acceleration.