From the Desk of Anthony Pompliano Stocks Are Ready To SEND HIGHER — Here's Data Why
6 snips
Feb 18, 2026 
David Sacks, investor and entrepreneur known for macro and tech commentary, argues the U.S. is entering an economic boom. The conversation covers why stocks may rise next. Topics include shifts in investor sentiment, young people investing more, sector winners like healthcare and energy, and strong GDP, jobs, and policy tailwinds pointing to market upside.
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Midterm Timing Boosts Short-Term Returns
- Midterm-election-day S&P 500 buys historically yield strong short-term gains of ~15% through June 30 next year.
- Anthony Pompliano cites data showing no negative returns in that period since 1942 across major crises.
Private Sector Outperformance Driving Markets
- Private-sector leaders in healthcare and energy dramatically outperformed the S&P 500 over the past year.
- Pompliano highlights specific large-cap winners driving that private-sector growth and returns.
Wealth Concentration Amid Rising Young Investors
- Wealth concentration at the very top and increased investing by 25–39-year-olds are simultaneously rising.
- Pompliano notes young transfer rates tripled from 2013–2023 while seniors hold a record share of household wealth.