| Ripple Effect — January 27, 2026
The S&P 500 may be sitting near a record 7,000. But relative to gold, it’s been in decline.
Over the past three years, the market is up 45%, but gold is up 180%. Today the ratio of of the S&P to gold is down to 1.39:  The S&P 500/gold ratio is in decline, suggesting market volatility. (Source: Bloomberg Intelligence) Historically, a drop in the ratio under 1.5 signals increased market volatility. We had a bitter foretaste of that during last year’s tariff tantrum.
What happens when, say, AI companies meet or even exceed earnings this week? Or if the Fed meeting that starts today yields a surprise announcement?
To be fair, gold and silver having crossed $5,000 and $100 per ounce, respectively, will also be volatile. Selloffs are common during the market's terrifying bull run.
~ Addison | One of America’s top economists is calling it “The Great Divergence.”
And when this $80 trillion-dollar bubble "bursts" — it could be as soon as next month — millions of hard-working Americans could see a large chunk of their wealth wiped out overnight.
Yet some savvy individuals have discovered a simple way to shield their wealth, and possibly rake in years' worth of gains — in just months.
Details here. | P.S. This week on Grey Swan Live! – Thursday, January 29, 2026 at 2pm EST – 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.
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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