| Ripple Effect — January 28, 2026
Silver is trading above $110 per ounce. Gold touched on $5,300 overnight. A big part of that story in the past 48 hours is the mechanism most investors use to value those assets – the dollar.
The U.S. dollar index has cratered to a four-year low:  The U.S. dollar has broken to a four-year low, potentially boosting exports and supporting asset prices.
(Source: Kobeissi Letter) A push for lower interest rates, jawboning by Trump administration officials, and concerns over U.S. debt levels are giving the dollar a good thrashing.
Dollar-denominated assets, from global commodities to U.S. stocks — even competing fiat currencies — will see prices rise versus the U.S. variety until this trend shifts.
Take note: if the dollar rout gets out of hand, the crack-up boom we forecast for 2026 will commence in earnest.
~ Addison | Buried inside Trump’s GENIUS Act is a coin Wall Street refuses to name… one that could ignite a revolution in finance. A single date could unleash it all. Go here. | P.S. This week on Grey Swan Live! – Thursday, January 29, 2026, at 2 p.m. ET – we’ll be joined by Ronan McMahon of Real Estate Trend Alert . Real estate – particularly bought in foreign locales – can avoid much of the volatility of traditional assets in the U.S., even while appreciating in dollar terms.
Ronan’s going to treat us to real estate deals he’s got cooking in Mexico, Panama and Paraguay… it’s going to be a welcome tropical topic after this week’s bout with winter weather in North America.  Ronan’s also been scouting property in Venezuela – yes, Venezuela – following Trump’s abrupt capture of Nicolas Maduro to kick off the new year. We haven’t spoken to him yet about this property, but we’ve heard he found beachfront condos for $15,000. Not everyone’s cup of tea, for sure. But if you’re into crisis investing… well, we’ll find out what deals Ronan has found.
If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.
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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