The Pomp Letter

QE Is Back and Asset Prices are going Higher

Dec 11, 2025·—

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Two Economies, One America: How AI Is Driving Growth While Small Businesses Collapse

Dec 10, 2025·—

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Today’s Letter is brought to you by Arch Public! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the...

The Case for a 50 Basis Points Cut: Weak Jobs Data, Cooling Inflation, and a Split Fed

Dec 9, 2025·—

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Today’s letter is brought to you by Lava! Lava’s bitcoin line of credit (BLOC) allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin. Now through the end...

The Coming Deflation Shock: Why AI, Demographics, and Policy Are Forcing the Fed’s Hand

Dec 8, 2025·—

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Inside the Fed Soap Opera: Firings, Scandals, Crypto Ties… and the Rise of Kevin Hassett

Dec 3, 2025·—

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Today’s letter is brought to you by Lava! Lava’s bitcoin line of credit (BLOC) allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin. Now through the end...

Stocks Up, Gold Soaring, Bitcoin Lagging: What the New Market Regime Means for Investors

Dec 2, 2025·—

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Today’s Letter is brought to you by The Bitcoin Dolce Visa! You can now access Italy’s Investor Visa with a €250K equity investment into Bitizenship Italia, a Milan-based Bitcoin startup. Visa approval arrives first...

The $4 Trillion Club: Why Apple, Microsoft, Nvidia, and Google Are Just Getting Started

Nov 25, 2025·—

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Today’s Letter is brought to you by The Bitcoin Dolce Visa! You can now access Italy’s Investor Visa with a €250K equity investment into Bitizenship Italia, a Milan-based Bitcoin startup. Visa approval arrives first...

Jerome Powell’s Silent Crisis: The Growing Revolt Inside the Federal Reserve

Nov 24, 2025·—

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There Is Blood In The Streets Across The Stock Market

Nov 21, 2025·—

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These 5 Charts Explain The Bitcoin Market Right Now

Nov 18, 2025·—

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Today’s Letter is brought to you by Arch Public! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the...

Is The Bull Market Over?

Nov 17, 2025·—

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Home Affordability Determines Monetary Policy, Financial Markets, and Politics

Nov 13, 2025·—

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Today’s letter is brought to you by Lava! Lava’s bitcoin-backed line of credit allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin. Borrow dollars in...

The Trump Put Has Arrived

Nov 10, 2025·—

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Join us at the 3rd Annual Bitcoin Investor Week! The 3rd annual Bitcoin Investor Week is returning to NYC on February 9th - 13th. This is the largest gathering of serious bitcoin investors in the world. 2,500+ people...

This Stock Dividend Idea Could Save America

Nov 6, 2025·—

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Today’s letter is brought to you by Lava! Lava’s bitcoin-backed line of credit allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin. Borrow dollars in...

The People's Voice Was Heard Last Night

Nov 5, 2025·—

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Today’s Letter is brought to you by Arch Public! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the...

The AI Mega Deals Are Here & Stocks Will Keep Going Higher

Nov 3, 2025·—

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Markets Just Got The Green Light To Go Much Higher Through The End Of The Year

Oct 30, 2025·—

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Join us at the 3rd Annual Bitcoin Investor Week! The 3rd annual Bitcoin Investor Week is returning to NYC on February 9th - 13th. This is the largest gathering of serious bitcoin investors in the world. 2,500+ people...

The DeFi Mullet Is Coming

Oct 28, 2025·—

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Join us at the 3rd Annual Bitcoin Investor Week! The 3rd annual Bitcoin Investor Week is returning to NYC on February 9th - 13th. This is the largest gathering of serious bitcoin investors in the world. 2,500+ people...

China Trade Deal And Rate Cuts Will Send Markets Higher

Oct 27, 2025·—

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You’re invited to ResiDay 2025, a conference for today’s top leaders in residential real estate. Join myself and ResiClub Founder Lance Lambert on Friday, November 7th in New York City for a one-day conference bringing...

The National Debt Just Hit A New Record High And Our Children Will Pay The Bill

Oct 23, 2025·—

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Today’s Letter is brought to you by Arch Public! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the...

The Economic Data Is Politically Biased And I Have Proof

Oct 22, 2025·—

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Risk Assets and Safe Haven Assets Push Higher Together?!

Oct 21, 2025·—

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Today’s Letter is brought to you by Arch Public! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the...

Is The Great Rotation From Gold to Bitcoin Upon Us?

Oct 20, 2025·—

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Housing’s Next Act: The Fed Can Cut, But Not Save It

Oct 17, 2025·—

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To investors, The housing market is widely seen as a key input for what happens in the US economy and how the Federal Reserve decides monetary policy. I asked one of my favorite X accounts to put together a guest post...

The Vibe Shift Will Save America

Oct 14, 2025·—

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Today’s Letter Is Brought To You By A Golden Visa for the Bitcoin-Forward Investor! Bitizenship helps Bitcoiners secure EU residency and a path to Portuguese citizenship, without abandoning their long-term thesis...

The Pomp Letter

QE Is Back and Asset Prices are going Higher

Two Economies, One America: How AI Is Driving Growth While Small Businesses Collapse

The Case for a 50 Basis Points Cut: Weak Jobs Data, Cooling Inflation, and a Split Fed

The Coming Deflation Shock: Why AI, Demographics, and Policy Are Forcing the Fed’s Hand

Inside the Fed Soap Opera: Firings, Scandals, Crypto Ties… and the Rise of Kevin Hassett

Stocks Up, Gold Soaring, Bitcoin Lagging: What the New Market Regime Means for Investors

The $4 Trillion Club: Why Apple, Microsoft, Nvidia, and Google Are Just Getting Started

Jerome Powell’s Silent Crisis: The Growing Revolt Inside the Federal Reserve

There Is Blood In The Streets Across The Stock Market

These 5 Charts Explain The Bitcoin Market Right Now

Is The Bull Market Over?

Home Affordability Determines Monetary Policy, Financial Markets, and Politics

The Trump Put Has Arrived

This Stock Dividend Idea Could Save America

The People's Voice Was Heard Last Night

The AI Mega Deals Are Here & Stocks Will Keep Going Higher

Markets Just Got The Green Light To Go Much Higher Through The End Of The Year

The DeFi Mullet Is Coming

China Trade Deal And Rate Cuts Will Send Markets Higher

The National Debt Just Hit A New Record High And Our Children Will Pay The Bill

The Economic Data Is Politically Biased And I Have Proof

Risk Assets and Safe Haven Assets Push Higher Together?!

Is The Great Rotation From Gold to Bitcoin Upon Us?

Housing’s Next Act: The Fed Can Cut, But Not Save It

The Vibe Shift Will Save America

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