From the Desk of Anthony Pompliano Recession? Market Crash? The Data Says Do NOT Bet On It
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Nov 18, 2025 This week, Jordy Visser, an insightful investor and market commentator, brings his perspective on the recent market volatility. He argues that the panic around a market crash is overblown, sparking a deep dive into where to invest next. Visser highlights promising opportunities in international equities, Bitcoin, and groundbreaking long-term themes like humanoids and longevity. The discussion also tackles how corporate productivity can buffer stock prices against economic hardships, shaking off fears of an impending recession.
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Sell-Off Isn’t Necessarily The End
- Recent market volatility is unlikely to signal a broad recession or total market crash according to price and sentiment data.
- Short-term pain may persist in some sectors, but the global bull market thesis remains intact.
Two Pillars Behind This Year’s Rally
- Dan Niles argues two pillars drove markets this year: expected rate cuts and AI optimism.
- Questioning either pillar can trigger valuation re-pricing, especially in speculative sectors.
Treasury’s Prediction For Real Income Gains
- Treasury Secretary Scott Besson claimed policy changes will boost real purchasing power in early 2026.
- He listed tax and withholding adjustments plus lower energy and interest rates as drivers of that boost.