| Ripple Effect — February 26, 2026
Last night, Nvidia reported earnings. The AI bellwether doubled its net income from $22 billion to $43 billion in the fourth quarter of 2025.
Good news, right? Nope. The stock dropped like a stone at the open today, down 7%.
For AI-linked companies — Nvidia foremost among them — investor expectations continue to rise along with their valuations. At this point, even billions in profit are not enough.
Like the fiber optic spending plans that dominated the 1990s at the height of the dotcom bubble, AI spending is squeezing the cash flows for the S&P 500's biggest companies:  Soaring AI spending is hitting Mag 7 balance sheets and will risk capital gains for individual investors across the indexes going forward. (Source: Crescat Capital) The market has a logic all its own. Despite record profits, the Mag as a group is down 12% from its October 28, 2025, high.
~ Addison |  That’s what the media wants you to focus on.
But behind the scenes, it seems President Trump is quietly preparing something far more shocking — that will leave even his most loyal MAGA patriots stunned.
It’s NOT being debated on cable news or on X.
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| P.S. Grey Swan Live! this week will be coming to you live from inside the Rarcoa Vault in Chicago.
Our interest: Rare coins offer a unique way to protect your wealth with precious metals – and they carry the added value of rarity, mint, condition and historical significance.  Please join us while we visit with family founder, Wayde Milas, inside the Rarcoa vault to check out the 2025 Eagle Privy Silver Eagle graded NGC MS70 from the first group of 50,000 pristine minted coins. Brand new sets will be available to attendees of the Zoom at a steeply discounted event price.
The live Zoom event will air on Friday, February 27, 2026, at 2 p.m. EST/11 a.m. PST.
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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