| Ripple Effect — September 25, 2025
In the age of AI, oil isn’t just possibly made from dinosaurs — it is a dinosaur. Nobody’s running a data center on diesel, opting instead for nuclear.
As a result, oil prices have largely traded in a sideways $60-$70 range over the past few years. And relative to gold, oil is now substantially undervalued:  Gold’s price is far above oil’s, a trend that’s likely to close up. (Source: Trading View) We like the value proposition in oil today. We don’t see gold going lower.
Oil is going higher.
In real, inflation-adjusted terms, bubblin’ crude is cheap. And it’s still valuable for transportation, plastics, backup power, you name it.
The big oil companies have reasonable cash flows and pay big dividends — including the player in our model portfolio.
And in a world where commodity prices are trending higher, oil prices may be the next to pop.
~ Addison | Gold has hit all-time highs, breaking $3,600 an ounce - but history shows it could be on the verge of its biggest bull run in over half a century... triggered by a likely major event, eerily similar to what happened in the 1970s. (It's NOT inflation or anything you're likely expecting.) Now, a top analyst says you can capture ALL of the upside without touching a risky miner or a boring exchange-traded fund. He sees extraordinary potential gains long term with very little risk. See this immediately. | P.S. It’s no surprise we’ve got commodities on the brain: This afternoon on Grey Swan Live!, Portfolio Director Andrew Packer and contributor Shad Marquitz will review the latest developments in the commodity space and determine the best commodity plays through the end of 2025 and into 2026.  If you have any questions for us about the market, send them our way now to: feedback@greyswanfraternity.com.
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three. 
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
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