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The Pomp Letter

Anthony Pompliano, Nick Fouriezos
Thousands of paid subscribers

Pomp's daily newsletter breaking down Bitcoin, business, and macro trends before they hit mainstream media. Join 270,000+ subscribers by signing up below.

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Substack
PricingOnly free issuesPublishesDaily
Issues1818Founded9 years agoLast Issue3 days ago
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Latest Issues

Democrats just won big. Here’s what it means for your portfolio.

To investors,

The midterm election results last night will shock markets for days and weeks to come. Democrats swung the pendulum back in their direction and pulled off a sweeping mandate across the country.

I could spend countless hours...

3 days ago
48
10

Investors, here’s your midterm playbook

Today’s letter comes from Nick Fouriezos, a former Washington correspondent and tech CMO. With election day here, he breaks down what forecasters expect and what history says it means for your portfolio.

To investors,

A decade ago, I was...

4 days ago
18
1

The Two Most Unpopular Trades in the Market Right Now: Bitcoin/Gold and the AI Barbell

To investors,

Every great allocator knows you want to counter-trade the consensus narrative. Buy assets when they are unpopular, then sell them when your barber or cab driver is talking about them. This is a timeless investing principle th...

5 days ago
37
2

Binance $6B Hack: Why Bitcoin Only Fell 5% (And What It Means for 2027)

To investors,

Binance, one of the largest crypto exchanges in the world, was hacked yesterday for approximately $6 billion. There are three main takeaways that I have from the situation.

First, Bitcoin only sold off about 5% on the news....

8 days ago
36
5

Can 'Moneyball' win the AI arms race?

Today’s letter comes from Nick Fouriezos, a former Washington correspondent and tech CMO. As Big Tech earnings reports come in, he looks at who can afford to keep spending, and why waiting may have been the smarter move.


To investor...

8 days ago
15

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Authors

The writers behind this newsletter.

  • Anthony Pompliano

    Founder and CEO of Pomp Investments. Sharing daily analysis breaking down bitcoin, business, and macro trends before they hit mainstream media.

  • Nick Fouriezos

    Former DC correspondent turned campaign manager for tech launches.

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