Liquidity contraction
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This Is Why Stocks, Bitcoin Are Struggling Lately
From The Desk Of Anthony Pompliano· 2026-02-25 16:30
Asset prices are selling off aggressively and everyone is left scratching their head. What is happening here. Well, I believe that the perfect storm is upon us.We are seeing three things happen simultaneously and those three things are creating significant headwinds for stocks, Bitcoin and other assets. First, there are four deflationary forces that are swallowing the US economy. Tariffs, deportations, artificial intelligence, and robotics.Each of these is creating a deflationary pressure that is pushing co ...