From the Desk of Anthony Pompliano Bitcoin Is Outperforming Stocks And Gold. Will It Continue?
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Mar 16, 2026 AI Snips
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Markets Often Rebound After Geopolitical Shocks
- Geopolitical headlines have driven short-term market fear despite unchanged corporate fundamentals.
- Anthony Pompliano cites Phil Rosen showing S&P averages 14.2% in the 12 months after geopolitical shocks back to the Korean War.
Oil And Bitcoin Lead During Strait Of Hormuz Disruption
- Oil and Bitcoin are the only major assets rising during the Iran conflict while stocks, gold, and bonds fall.
- Oil is up ~45% because ~20% of global flows go through the Strait of Hormuz, constraining supply.
Treasury Secretary Explains US Strategy And Shipping Status
- Treasury Secretary Scott Bessent appeared on CNBC describing US goals to degrade Iran's military and ease shipping gradually.
- Bessent said fuel ships and some Indian and Chinese vessels have started moving through the strait again.