| Ripple Effect — February 25, 2026
Gold rose nearly 3% during the President’s State of the Union Address last night. It’s up 15% since the late January correction. Year-to-date, it’s up 20%.
In overnight trading in Asia, gold hit $5,228.
While U.S. government deficit spending remains fundamental to the price, the biggest driver is… Relentless buying by central banks.
China just updated its holdings, showing over $350 billion in the metal:  Since 2023, China’s central bank has added to its gold reserves aggressively.
The U.S. Treasury, not so much. (Source: The People’s Bank of China) China’s gold reserves have more than tripled since 2022, while the U.S. Treasury holdings have declined. The metal is rising as central banks' sovereign bond exposure falls globally.
Capital continues to be repositioned between a Western debt-based system and an Eastern resource-based accumulation.
The shift keeps us long gold — the metal, the miners, and select rare coins — and active in resource trades inside the Grey Swan Trading Fraternity. The trade we issued ahead of the State of the Union Address… is up 15% over the past week.
(For good measure, we closed a natural gas position up 61%, too.
~ Addison | Do you remember what happened 23 years ago…?
Oil was boring. Energy stocks were “dead money.” And almost no one was paying attention.
Then fracking technology began to sweep across the nation…
Within five years, the top fracking stocks rose 470% … 500% … and 660%.
Today, I’m seeing the exact same pattern again.
Only this time, it's with these… 
Each one produces 120X more energy than oil … and can provide power 24/7, rain or shine, for up to 30 years.
Steps to deploy it across America are being carried out as we speak.
Investors who act right now could make a significant six-month windfall.
Click HERE now to get the details (incl. stock name and ticker symbol) for FREE. | P.S. Grey Swan Live! this week will be coming to you live from inside the Rarcoa Vault in Willowbrook, 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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