| Ripple Effect — January 7, 2026
Over the past two years, central banks have increased their gold holdings from 40% of total reserves to 50%:  As central bank holdings of gold surge from acquisitions and higher prices, the value of dollar holdings wanes (Source: Bloomberg) As a consequence, the U.S. dollar is being dethroned from the global monetary system in real time.
While many have pointed out – correctly – that the buck is still the global trading currency of choice, the rise of gold for savings is the real story here… even with Dollar 2.0 digital assets rebooting global finance.
Following gold’s 60% rally in 2025, we expect gold’s uptrend to remain intact.
~ Addison P.S. Grey Swan Live! returns from its holiday hiatus tomorrow. Our guest this week will be Matt Smith, publisher at Casey Research. Matt and co-author Doug Casey have just released a new book titled "The Preparation."
Quick hit: Since 2021, Matt has been operating a “regenerative” cattle ranch in Uruguay. The Preparation has some very strong opinions on the value of Western education and how to prepare the next generation to participate in a strong, thriving economy.  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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