From the Desk of Anthony Pompliano Data Says Inflation Is NOT The Problem Anymore
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Dec 18, 2025 The latest CPI report reveals surprisingly low inflation figures, challenging media narratives. Anthony emphasizes the importance of investors aligning with actual data rather than political sentiment. He also discusses declining costs in shelter, oil, and labor contributing to disinflation. Additionally, Coinbase is positioned to become a financial super app, merging crypto and traditional finance. Lastly, veterans are getting a $1,776 check called the 'warrior dividend,' raising questions about its funding.
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Inflation Is Falling Faster Than Expected
- Inflation surprised to the downside with CPI at 2.7% and core CPI at 2.6% year-over-year.
- Anthony Pompliano argues deflationary forces like AI, tariffs, and robotics are driving prices lower and GDP may accelerate.
Let Data, Not Politics, Drive Investing
- Tune out political noise and base investment decisions on the data and source materials.
- Allocate capital to likely outcomes, not desired narratives, to avoid being misled by partisan forecasts.
Coinbase Aims To Become A Financial Super App
- Coinbase is transitioning from a crypto exchange toward a broad financial super app offering stocks, prediction markets, perps, and stablecoins.
- Anthony sees incumbents like JP Morgan and Fidelity eventually entering and driving competition that benefits consumers.