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From Scottie · July 31, 2026
See The Pomp Letter in a Scottie brief
Scottie read The Pomp Letter, BowTied Bull, and 10x Research Market Updates for a reader with the priorities shown below. Start with the rundown, open the full brief, or check every issue behind it.
3sources
11issues read
5stories included
3 of 4 The Pomp Letter issues included
What shaped this brief
Reader priorities
A long-horizon investor following Bitcoin, technology, markets, and political economy through Anthony Pompliano's arguments.
These are illustrative priorities, not a customer’s data.
Sources in this brief
- The Pomp LetterThe publication this guide is about
- BowTied BullAdds risk-asset, technology, rates, and crypto market commentary.
- 10x Research Market UpdatesAdds shorter-horizon crypto positioning and market data.
Scottie
Scottie example brief
July 31, 2026 · Executive brief
01 / The rundown
- S&P 500 earnings growth and lower valuation multiples counter tech bubble fears, confirming underlying market strength driven by corporate profitability.
- Capital is rotating toward Bitcoin as AI models face commoditization and traditional stock-bond diversification fails to protect portfolios.
Read the complete brief 5 stories · 2 action items
02 / The briefing
01 / main
Strong S&P 500 Profitability Challenges Popular AI Bubble Narrative
The takeaway: Pundits warn of an imminent AI market crash, but corporate earnings data reveals solid underlying strength. S&P 500 net profit margins are climbing toward historical highs, while valuation multiples remain well below historical tech bubble peaks.
Concrete details
- S&P 500 net profit margins are on track to reach 15.7% for Q2 2026, marking ten consecutive quarterly gains.
- The Nasdaq 100 price-to-earnings ratio stands at 24x today compared to 86x in May 2001.
Why it matters for this reader: For your long-horizon market outlook, expanding corporate profit margins demonstrate that market growth is backed by real earnings rather than pure speculation.
Original sourcesThe Pomp Letter
02 / main
Breakdown in Stock-Bond Correlations Urges Alternative Yield Strategies
The takeaway: The traditional 60/40 portfolio no longer protects investors as bond price movements now amplify equity volatility. Long-duration Treasury performance has stumbled significantly, pushing capital toward transparent, auditable on-chain yield mechanisms.
Concrete details
- The iShares 20+ Year Treasury Bond ETF has dropped nearly 50% over the past five years.
- Abra created USDAF to target delta-neutral dollar yields through transparent, auditable on-chain strategies.
Why it matters for this reader: As a macro-focused investor, recognizing the breakdown of traditional bond hedges helps you evaluate real-time, transparent yield alternatives to preserve purchasing power.
Original sourcesThe Pomp Letter
03 / main
AI Model Commoditization Drives Capital Toward Bitcoin Before FOMC
The takeaway: Falling open-source AI costs and lower software valuations are shifting market capital. Investors are moving away from private model developers and reallocating directly toward hardware power, compute infrastructure, and Bitcoin.
Concrete details
- South Korea's Kospi index dropped 42% alongside falling valuations for private large language model developers.
- Traders are using options structures to manage cross-asset market risks heading into September's FOMC decision.
Why it matters for this reader: Aligning with your focus on Bitcoin and tech trends, this capital shift highlights how AI cost compression creates relative value for digital monetary assets.
Original sources10x Research Market Updates
04 / main
Bitcoin Demonstrates Relative Resilience Against Rising Yields and Stocks
The takeaway: Bitcoin held steady over the past week despite major macroeconomic headwinds, including rising Treasury yields, elevated energy prices, and tech equity drawdowns. Rising implied volatility suggests traders anticipate a larger directional move ahead.
Concrete details
- US 10-year Treasury yields jumped 15 basis points, while the Nasdaq index fell 1.5% week-over-week.
- Oil prices surged 23% over the past month even as weekly price action settled flat.
Why it matters for this reader: Bitcoin's refusal to break down alongside tech stocks provides valuable signals for your long-term monetary thesis during periods of macro uncertainty.
Original sources10x Research Market Updates
05 / main
Government Interventions and Currency Expansion Threaten Long-Term Portfolios
The takeaway: Both explicit price controls and implicit monetary expansion pose severe risks to investor purchasing power. Unchecked government spending and persistent currency creation force investors into hard assets to safeguard wealth over the coming decades.
Concrete details
- New York City proposed five city-run grocery stores offering core goods at a 30% retail discount.
- Pompliano advocates a self-described Crazy Uncle portfolio composed of land, gold, bitcoin, and physical protection.
Why it matters for this reader: Your focus on political economy and long-horizon investing makes tracking monetary debasement critical for building inflation-resistant asset strategies.
Original sourcesThe Pomp Letter
Action items
- Re-evaluate portfolio fixed-income exposure as stock and bond correlations invalidate traditional 60/40 allocation models.
- Review Bitcoin positioning ahead of the upcoming FOMC decision while monitoring crypto options volatility structures into September.
See every issue behind this brief
AI Trade Repricing and Value Capture in Bitcoin
- As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value10x Research Market Updates · Included
- The AI Trade Isn’t Over, So Investors Will BTFDThe Pomp Letter · Read, not included
4 Charts Showing the AI Bubble Is a Myth
- 4 Charts That Show The A.I. Bubble Is A MythThe Pomp Letter · Included
Bitcoin Holds Firm Against Macro Headwinds
- Bitcoin Shrugs Off the Bad News – What Do Traders Think This Means?10x Research Market Updates · Included
The Death of the Traditional 60/40 Portfolio
- 60/40 is dead. What can you do now?The Pomp Letter · Included
July Crypto Bear Market
- July 2026 Q&A and UpdateBowTied Bull · Read, not included
The 20-Year Horizon: Major Investor Threats
- This Is The Biggest Threat For Investors Over Next 20 YearsThe Pomp Letter · Included
Mega Cap Tech Sell
- Mega Cap Tech Sell Off Means Money is Going Somewhere...BowTied Bull · Read, not included
Crypto Market Drivers
- One Liners: Crypto Market Drivers — 6 Charts That Matter Now10x Research Market Updates · Read, not included
Oil and Fed Concepts
- Oil & Fed, AI Debt and General Investing ConceptsBowTied Bull · Read, not included
Subscriber Meetups in Europe
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)10x Research Market Updates · Read, not included
About The Pomp Letter
Should you add The Pomp Letter to Scottie?
Connect Bitcoin and technology investment ideas to macroeconomic and political change.[1][2][3]
Who it’s for
A long-horizon investor following Bitcoin, technology, markets, and political economy through Anthony Pompliano's arguments.[1][2]
What you’ll find in it
The issues linked below include “The People of Argentina Have Spoken & Americans Should Listen”, “This Is The Biggest Threat For Investors Over Next 20 Years”, and “4 Charts That Show The A.I. Bubble Is A Myth”. Open them to judge the publication in its own words.
- Byline
- Anthony Pompliano[1]
How to read The Pomp Letter with Scottie
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Scottie read 4 The Pomp Letter items and included 3 for the brief. At least one story appeared in more than one source, so Scottie grouped the shared coverage and kept each original link.
Read three issues from The Pomp Letter
Read the publication in its own words. Scottie keeps these original links attached; it does not replace the writing.
Sources and official links
- The Pomp Letter official publication and public archive
- The People of Argentina Have Spoken & Americans Should Listen
- This Is The Biggest Threat For Investors Over Next 20 Years
- 4 Charts That Show The A.I. Bubble Is A Myth
- BowTied Bull official publication
- 10x Research Market Updates official publication