From the Desk of Anthony Pompliano SANTA RALLY Loading? Markets Are Setting Up To Send Higher
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Dec 16, 2025 Scott Kapoor, a tech executive leading the U.S. government's tech force initiative, passionately discusses the urgent need to modernize outdated federal systems with cutting-edge software and AI. He emphasizes the importance of recruiting early-career talent to drive efficiency and innovation within government. The conversation also touches on the potential for a year-end 'Santa rally' in the markets, attributed to improving sentiment and liquidity conditions, despite some grim job reports. Will fresh talent truly transform government technology?
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Social Media Sentiment Trumps Surveys
- Social media sentiment shows improving investor optimism even as academic surveys read pessimism.
- Anthony Pompliano argues online chatter reflects true beliefs more than formal consumer surveys.
AI Hysteria Was Media-Driven
- Searches for "AI bubble" have declined, implying media-driven hysteria cooled quickly.
- Pompliano says the AI market itself hasn't changed, only the fear narrative has faded.
Fed Liquidity Plus Improving Deficit
- The Federal Reserve is effectively injecting liquidity again, which Pompliano labels QE5.
- He pairs this with an improving U.S. fiscal picture to argue for a more supportive macro backdrop.