The Pomp Letter
Audio edition of Pomp's daily newsletter where he shares his analysis on the latest in business, finance, the economy, and bitcoin. pomp.substack.com
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The Case for a 50 Basis Points Cut: Weak Jobs Data, Cooling Inflation, and a Split Fed
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The Coming Deflation Shock: Why AI, Demographics, and Policy Are Forcing the Fed’s Hand
<p>Today’s Letter is brought to you by The Bitcoin Dolce Visa!</p><p>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, investment happens only after authorization. The company operates with a Bitcoin-aligned treasury, non-custodial L2 staking, and clear redemption windows every 24 months.</p><p>To date, Bitizenship has facilitated €25M+ in Bitcoin-aligned residency investments.</p><p>A compliant, Bitcoin-native pathway into one of Europe’s strongest economies.</p><p>Private placements now open.1</p><p>To investors,</p><p>The US economy is getting...
Inside the Fed Soap Opera: Firings, Scandals, Crypto Ties… and the Rise of Kevin Hassett
<p>Today’s letter is brought to you by Lava!</p><p>Lava’s bitcoin line of credit (BLOC) allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin.</p><p>Now through the end of the year, Lava is offering a special promotional rate to all borrowers. Anyone who opens a BLOC this month will lock in a 5% interest rate, fixed for a full year. This is the last month to secure this rate for 2026.</p><p>With Lava Refinance, you can easily bring your existing loans over to Lava and access the lowest...
Stocks Up, Gold Soaring, Bitcoin Lagging: What the New Market Regime Means for Investors
<p>Today’s Letter is brought to you by The Bitcoin Dolce Visa!</p><p>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, investment happens only after authorization. The company operates with a Bitcoin-aligned treasury, non-custodial L2 staking, and clear redemption windows every 24 months.</p><p>To date, Bitizenship has facilitated €25M+ in Bitcoin-aligned residency investments.</p><p>A compliant, Bitcoin-native pathway into one of Europe’s strongest economies.</p><p>Private placements now open.1</p><p>To investors,</p><p>Professional investors care about thei...
The $4 Trillion Club: Why Apple, Microsoft, Nvidia, and Google Are Just Getting Started
<p>Today’s Letter is brought to you by The Bitcoin Dolce Visa!</p><p>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, investment happens only after authorization. The company operates with a Bitcoin-aligned treasury, non-custodial L2 staking, and clear redemption windows every 24 months.</p><p>To date, Bitizenship has facilitated €25M+ in Bitcoin-aligned residency investments.</p><p>A compliant, Bitcoin-native pathway into one of Europe’s strongest economies.</p><p>Private placements now open.1</p><p>To investors,</p><p>Yesterday Google became the fourth...
Jerome Powell’s Silent Crisis: The Growing Revolt Inside the Federal Reserve
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There Is Blood In The Streets Across The Stock Market
<p>Today’s Letter is brought to you by Bitizenship!</p><p>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, investment happens only after authorization. The company operates with a Bitcoin-aligned treasury, non-custodial L2 staking, and clear redemption windows every 24 months.</p><p>To date, Bitizenship has facilitated €25M+ in Bitcoin-aligned residency investments.</p><p>A compliant, Bitcoin-native pathway into one of Europe’s strongest economies.</p><p>Private placements now open.</p><p>To investors,</p><p>Baron Rothschild once said “the time to buy is wh...
These 5 Charts Explain The Bitcoin Market Right Now
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Is The Bull Market Over?
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Home Affordability Determines Monetary Policy, Financial Markets, and Politics
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