| Ripple Effect — October 1, 2025
In the first few months of the year, European stocks started outperforming U.S. stocks. There was talk of capital flows out of the U.S., and into Europe.
On the surface, that looked reasonable – a relative value play. But European investors continue to stay invested in the U.S. for one simple reason – it’s where the growth is.
Ditto the rest of the world. In fact, even as a government shutdown unfolds, foreign holdings of U.S. stocks are now at a record high:  Foreign investors continue to buy American (Source: Topdown Charts) Over the past 15 years, the GDP in the U.S. has roughly doubled, thanks to advances in technology and a country that still encourages innovation first – not regulation as in EU countries.
In contrast, the Eurozone’s GDP has flatlined since the 2010 debt crisis. That’s 15 years of no growth, mixed with the same burst of pandemic-era inflation that impacted the U.S.
It’s a feature of the terrifying bull market underway. Valuations, margin debt, and government debt are historically high right now… and the U.S. stock market is the best game in town.
~ Addison | A brand-new form of government-authorized money is about to be unleashed on America… a so-called Dollar 2.0.
Treasury Secretary Scott Bessent says the Dollar 2.0’s value could "greatly exceed" $2 trillion by 2028…
And it’s also opened up a colossal wealth-building opportunity.
As you can see here, Investors who position themselves now could see gains as high as 40X by 2032.
But the window to act is closing fast… as the next major money minting event is happening on October 16.
Go here now to make sure you get ahead of it. | P.S. Our forecast for significantly higher gold prices continues to move in the right direction, with gold topping $3,900 this morning as the U.S. government enters a shutdown. Stay tuned!
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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