From the Desk of Anthony Pompliano The "Trump Put" Is The Market’s New Risk-On Signal
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Nov 10, 2025 
Mel Mattison, a savvy market commentator and investor, discusses the intriguing phenomenon of the 'Trump Put'—how Trump's messages and promises, like the $2,000 stimulus, can swiftly shift market sentiment. He delves into low market breadth, exploring the health of profit-taking dynamics and the role of young people's economic struggles. The conversation also touches on key market indicators to watch and the expected volatility as markets evolve. With insights on how sentiment drives markets, the chat offers a fresh perspective on current financial trends.
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Markets Respond To The “Trump Put”
- Anthony Pompliano calls the market reaction to Trump's $2,000 promise the new “Trump put” that soothes investors during sell-offs.
- The post alone shifted sentiment and lifted stocks and Bitcoin even if the checks never materialize.
Multiple Political Catalysts Support Assets
- Pompliano lists other bullish catalysts: China trade clarity, Fed rate cuts, and a likely resolution to the government shutdown.
- These political and macro moves can quickly push capital back into stocks and crypto.
Two Charts Explain Youth Economic Pain
- Young people struggle because firms need far fewer workers per $1M revenue and housing costs outpace incomes.
- Automation and rising home-price-to-income ratios together stifle job prospects and purchasing power.