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Ripple Effect

Where Markets Go From Here After Israel Strikes Iran

Loading ...Addison Wiggin

June 13, 2025 • 2 minute, 18 second read


geopoliticsIranIsraelMarkets

Where Markets Go From Here After Israel Strikes Iran

As the saying goes: “history doesn’t repeat itself – but it does rhyme.”

While the situation in the Middle East is fresh in the news, investors are feeling a dose of deja vu fear following Israel’s strike on Iran last night.

The U.S. officially stepped aside. And markets haven’t reacted too strongly. But it’s worth asking the question. What can we expect going forward? Prior similar events provide a clue:

Turn Your Images On

The real question is not “what happens next”?

Rather, the one we should be asking is ”what was the market trend before” the conflict got heated?

The U.S.’s invasion of Afghanistan in 2001 occurred during the midst of the dotcom bust. Russia’s invasion of Ukraine occurred in 2022, when the Fed started raising interest rates and the market was already trending lower.

Likewise, during Russia’s 2014 Crimea incursion, markets were in an uptrend.

Ditto early 2003, when the U.S. started its misadventure in Iraq.

With stocks in an uptrend before Israel’s latest attack, markets may still have a bit more room to run over the summer.

But from our perspective, the more fundamental issues – like out-of-control spending, endless deficits, and failing bond auctions – pose the real danger.

Those issues are only taking a back seat to the headlines for now.

~ Addison

June 15: Denmark’s Last Gasp…

Turn On Your Images.

The Arctic’s vast abundance of riches — shipping lanes, resources, and space ports — makes it an economic and geopolitical Holy Grail, which is why Denmark’s stewardship of Greenland must end.

Greenland needs real protection. American protection.

Investors, take notice…

As President Trump attends the G7 Summit (on June 15), the potential exists for a bombshell announcement regarding Greenland. We mapped Greenland’s five major profit zones, which could boom any minute.

Click here to view our presentation, ASAP >>

P.S.: Paid readers who didn’t get the chance to sit in on Grey Swan Live! with John Robb yesterday, we urge you to check out the recorded version right here. John takes us behind the scenes of asymmetric warfare and the impact of AI, drones and pinpoint missile accuracy in today’s most alarming conflicts.

And, with the hard asset story getting stronger by the minute, so is our research. Andrew will be at the Rule Investment Symposium in Boca Raton on July 7-11, 2025.

The Symposium is a five-day affair featuring in-depth research from dozens of small-cap resource companies, including gold and silver mining companies – but also copper, uranium, and other critical commodities we’ve explored in-depth in our research over the past year. Click here to attend and meet your future cutting-edge resource investments face-to-face.

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)


Autonomous Weapons

October 29, 2025 • John Robb

In the past, weapon systems took decades to build and changed slowly. Autonomy changes this. For example, new capabilities developed by field tests or simulation (testing scenarios in full physics simulators depicting actual environments) could be downloaded to existing weapon systems, making it possible to upgrade a weapon system significantly without any meaningful hardware changes. A process of improvement that used to take many years would shrink to weeks and, in time, days.

Autonomous Weapons
The Great Repricing of Power

October 29, 2025 • Addison Wiggin

Markets heard what they wanted. NVIDIA’s stock surged premarket on news that Trump would discuss the company’s Blackwell AI chip with Xi, pushing it to an unprecedented $5 trillion valuation.

Meanwhile, China quietly bought its first cargoes of U.S. soybeans this season — a symbolic gesture that reminded traders that diplomacy still runs on trade.

“It’s not détente,” wrote  Bloomberg’s Jennifer Welch this morning, “It is a dealmaking with a timer.” Wall Street is ambivalent on peace, but they do like profits.

In the background, China’s biotech sector continues its ethically murky sprint forward — this week, reports surfaced of Chinese scientists creating monkeys engineered to exhibit schizophrenia and autism.

The Great Repricing of Power
About Yesterday’s Rally

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A high concentration of capital in a few stocks at the top ranks high among the features we detailed in Anatomy of a Stock Market Bubble.  

On days like yesterday, headlines urge investors to buy. However, they also underscore the fragility of this terrifying bull market: just a handful of names can make the difference between a big up day and a big down day.

About Yesterday’s Rally
American Autonomy

October 28, 2025 • John Robb

America’s role in the world isn’t that of the world’s policeman (a temporary post-World War II role foisted upon the U.S. due to the Cold War) or as the destination of immigrants (for most of the 20th century, when we saw the most significant increases in individual incomes and quality of life, the U.S. didn’t accept many immigrants). Instead, the role the U.S. has played throughout its existence is as the world’s leader in the production, adoption, and socioeconomic integration of new technologies. We figured out how to do it successfully first, and the world followed.

American Autonomy