| Ripple Effect — October 31, 2025
In his press conference after lowering interest rates a quarter point this week, Federal Reserve Chairman Jerome Powell laid out the case that the AI boom was nothing like the dotcom bubble.
There’s just one problem. The market is following the dotcom boom nearly perfectly – with 2025 following closely to 1998:  Stocks continue to rally like the middle stage of the dotcom boom. (Source: Mark_ungewitter via X) If this trend continues, stocks are likely to peak late next year, possibly form a double top – then give back the bulk of their gains.
With today’s high valuations in stocks already, it may be a good time to move to more defensive and better-valued stocks.
~ Addison | 
Virginia Stock-Picking Millionaire Says It’s Not About Diversification! One single stock under $5- that trades under a secret name- could help you build your retirement. His details are here. | P.S. Yesterday’s Grey Swan Live! with John Robb provided a rich discussion on AI, new defense technologies, and an overall picture of what the next few years could look like.
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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.)
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