Market Analysis & Investment Strategy - Financial markets are perceived as broken due to government intervention and inflation, leading to a manipulated market environment [1][2][4] - Traditional valuation methods are becoming less relevant due to dollar devaluation and government intervention in market corrections [3][6] - The market is engineered to favor asset owners, with the government unlikely to allow mass stock market failure [7][8] - Retail investors are gaining influence and outperforming traditional financial institutions by identifying key investment opportunities early [27][29][32] - Retail investors prioritize absolute returns and are willing to take more risk compared to traditional financial firms focused on risk-adjusted returns [35][36][39] Economic & Social Issues - Housing affordability in America is a significant issue, with first-time home buyers now averaging 38 years old and facing high mortgage burdens [11][13][15] - The average millennial credit card balance is between $5,000 and $6,000, with many facing high interest rates and struggling to meet payments [16] - The current debt-financed system disproportionately benefits older generations, disadvantaging those under 40 [18] Alternative Investments - Bitcoin and gold are presented as viable investment options, expected to increase in value as central banks continue to print money [8][10] - Gold has outperformed the S&P 500 over the last decade, signaling a shift in market dynamics [7] New York City Initiatives - New York City is utilizing drones to monitor subway systems and prevent dangerous activities like subway surfing [24]
Financial Markets Are FAKE Now, But That’s the Point
From The Desk Of Anthony Pompliano·2025-07-23 21:01