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

Why 8% Is Such An Important Number Right Now

3 days 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

4 days 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

5 days 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 week 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 week 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.
The Bond Market Is Talking and Bitcoin Is Listening

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

To investors,Bitcoin hit a brand new all-time high yesterday. The digital currency has been on a tear since falling to approximately $75,000 just a few weeks ago. This means bitcoin is up over 25% in the last month, nearly 60% in the last year, and more than 1,100% over the last 5 years. I continue to tell people — if you can’t beat it, you have to buy it. I don’t make the rules. And there are not many people who can outperform the best performing asset of the last 15 years.
ProCap Acquisition Corp Just Listed On Nasdaq

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

To investors,I have spent the last 15 years of my career in the private markets. I started out building companies, then went to work at Facebook, and eventually became a full-time investor. I always joke that my generation watched The Social Network movie and everyone wanted to be the next Zuckerberg or they wanted to invest in him. My generation has over-rotated to private markets. It is impossible to ignore. But I think we are about to witness a rotation back to the public market.
Retail Investors Are Pouring Capital Into The Market Like Crazy People

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

To investors,Retail investors have long been thought of as the “dumb money” in financial markets. The hedge funds and large institutions were the sophisticated money. They had the Ivy League degrees, lots of technology at their fingertips, and they were paid millions of dollars per year to find the edge to create massive profits. But multiple data points in recent years suggest individuals on the internet are catching up to the institutions in terms of intelligence and sophistication.
Volatility Rules The Day Now

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

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Markets Love Reflexivity And So Do Investors

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

To investors,Humans are full of fear and greed. They get over-excited in the good times and they run in fear during the bad times. This is a story as old as time. You can’t change human nature, therefore you can’t change markets. So the only thing you can do is study history to be prepared for the future. That is why I posted on X on April 6th two words: Study reflexivity. Reflexivity is one of the core concepts embraced by every great investor I know.