From the Desk of Anthony Pompliano Q4 Is Here And Markets Should EXPLODE Much Higher
9 snips
Sep 29, 2025 As Q4 approaches, the market is poised for a spectacular rise, historically known for strong performance. The analysis draws parallels between the current bull market and historic trends, highlighting factors like Fed rate cuts boosting equities. Gold is set for a resurgence as central banks increase their holdings, while Bitcoin emerges as the prime AI trade, potentially benefiting from tech advancements. Expect October's volatility to challenge investors, but prepare for significant gains as monetary strategies shift.
AI Snips
Chapters
Transcript
Episode notes
Rare, Powerful Bull Market
- The current rally ranks among the strongest in history, exceeded only by a few post-crisis recoveries.
- Data shows 116 days without a 6% pullback and compares favorably to 1957 and 1966 early bull markets.
Q4 Historically Overperforms
- Q4 historically delivers the best returns and often outperforms other quarters by a large margin.
- When the S&P 500 is up 10% entering Q4, returns have been positive 14 of the last 15 times.
1999 Market Parallel
- 2025's market action visually resembles the 1999 run when compared across similar periods.
- If the 1999-like pattern continues, there may be significant upside left in this bull market.