The Pomp Letter

The Daily Investor Update: The fast-paced nature of the industry means that information can be hard to find. That's why I dedicate hours each day to talking with industry experts and diving into detailed articles, so you don’t have to. To help you stay informed, I create a daily update that highlights industry trends, insights from discussions with company leaders, my own take on recent developments, and summaries of topics that may interest investors.

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Articles

Retail Investors Are Plowing Capital Into The Market

1 week ago | pomp.substack.com | Anthony Pompliano

To investors,The rise of self-directed investors has been widely discussed, but we just got new data that suggests the trend is even more pervasive than we previously thought. As retail investors have entered the market, there has been a bifurcation in their behavior. One group is sophisticated and informed. They follow timeless investing principles, allocating their capital based on thorough analysis, and tend to perform well in their portfolio.
Altcoin Founders Are Dumping Their Coins And Buying Bitcoin

1 week ago | pomp.substack.com | Anthony Pompliano

To investors,You begin thinking you have seen nearly everything that is possible after being in the bitcoin and crypto industry for nearly a decade, but every once in awhile you see something new that surprises you. That is exactly what happened yesterday when I saw a video clip of Cardano founder Charles Hoskinson talking in a recent recording. Here is Hoskinson talking about selling his altcoins from the Cardano treasury in order to buy bitcoin:This clip is eye-opening for a number of reasons.
The Historic Market Recovery Suggests Higher Prices Next Year

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Pessimists sound smart, optimists make money. This old adage is proving to be more true every day. Adam Kobeissi is just as impressed with the market’s historic recovery as I am. He writes:“The S&P 500 has rallied +20.4% over the last 41 trading sessions, its third-best run this century. During the same period, the Nasdaq 100 has risen +27.3%, its third-biggest rally since 2002. Only 2020 and 2008 haven seen such sharp recoveries over the last two decades.
The Plan For Every American To Own Stocks Is Very Good

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,The Federal Reserve cracked the market in 1971 when we went off the gold standard and America’s central bank finished the job by breaking the market in 2008-2009 with the undisciplined use of quantitative easing. Prolonged bear markets have been outlawed and anyone saving in dollars is punished annually with 5% or more debasement of their economic value. Not exactly a rosy picture for millions of Americans.
Money Printing Will Push Stocks & Bitcoin Higher, But Bonds Will Be Big Losers

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Headlines induced fear and uncertainty earlier this year, but market facts tell a very different story. The S&P 500 is up double-digits in the last 12 months and the index has nearly doubled in the last 5 years. Both the S&P 500 and the Nasdaq are positive on the year as well. So no matter how much people yelled, screamed, and cried over the last few months, investors who were long US stocks have done well.
Why 8% Is Such An Important Number Right Now

3 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Fred Krueger had a great write-up yesterday about the importance of “8%” in modern finance. He started by pointing out since 2000, global money supply has been growing exactly at 8%. But then Fred pointed out that US debt has also been growing at 8% — what a coincidence!Next, if you look at the S&P 500 and add in dividends, then you see another result that looks pretty damn close to 8%.
Government Spending Is Never Going To Stop Unfortunately

3 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Elon Musk and President Donald Trump teamed up earlier this year to execute the most ambitious government spending cuts program of my lifetime. The Department of Government Efficiency recruited some of the country’s most talented engineers and entrepreneurs by making it high status to work in the government. These individuals devoted countless hours to combing through various government organizations to find waste, abuse, fraud and inefficiency.
Bitcoin, Bonds, and BitBonds

3 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,There has been a lot of talk about bitcoin coming to the bond market in the last few weeks. We have seen Strategy and other bitcoin treasury companies use unique structures to get capital leveraging anything from convertible debt to structured notes. But the more interesting area is the idea of a BitBond. Sam Lyman writes for Forbes:“BitBonds are like regular bonds in the sense that Treasury would allocate 90% of the bond to fund the government.
If Tariffs Are Not Allowed, What Happens Next?

1 month ago | pomp.substack.com | Anthony Pompliano

To investors,We got news yesterday that a federal court has thrown a major wrench into President Trump’s economic plan. CNBC writes:“The U.S. Court of International Trade on Wednesday blocked steep reciprocal tariffs unilaterally imposed by President Donald Trump on scores of countries in April to correct what he said were persistent trade imbalances.
The Money Printer Will Send Bitcoin Higher

1 month ago | pomp.substack.com | Anthony Pompliano

To investors,The administration is making a significant pivot in their economic policy. We just watched them shift from a focus on cutting government spending to an obsession with growth at all costs. This strategic change is coming at an interesting point in time. Creative Planning’s Charlie Bilello highlights “the US Money Supply hit an all-time high in April for the first time in three years.