| Ripple Effect — October 30, 2025
Yesterday’s Fed meeting offered something for everyone.
For bullish investors, the quarter-point rate cut provided a clear signal. And the Fed is just about done with its quantitative tightening.
But for the bears, Powell doused expectations that a December rate cut was 100% on the table.  The odds of a rate cut declined substantially after Powell’s speech, but is still the odds-on favorite. (Source: Polymarket) For now, we expect a rate cut, more market liquidity, and strong conditions for what we’ve been calling a "terrifying bull market," – driven not by fundamentals, but by fear of missing out.
~ Addison | Bloomberg just leaked details of a secret project Steve Jobs set in motion before his death. After more than a decade under wraps, Apple is finally preparing to unleash this breakthrough — one that could reshape a $9 trillion industry overnight. Click for full details. | P.S. Today on Grey Swan Live! we’ll explore the rise of Trump’s economic nationalism and what it means for U.S. military readiness in the years ahead. Joining us is John Robb — our go-to analyst on the geopolitics of Trump’s tariff strategy, the global networked intifada, and the evolution of drone warfare in Ukraine.
A former consultant to the Joint Chiefs of Staff, John brings firsthand insight into how autonomous weapons and AI are reshaping modern strategy.
With markets rallying on optimism over a U.S.–China trade deal, he’ll pinpoint the next global flashpoints — and the investment opportunities emerging as technology transforms the defense industry.
Join us live Thursday, October 30, at 2 p.m. ET — sign up here if you haven't become a Fraternity member yet.  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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