From the Desk of Anthony Pompliano Why I'm Staying BULLISH STOCKS In 2026 While Everyone Else Panics
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Mar 10, 2026 They weigh multiple market threats like AI-driven job shifts, private credit stress, and geopolitical risks. They debate why inflation readings may be misleading and how wage weakness could be deflationary. They explore AI and robotics as potential drivers of massive productivity and GDP growth. They close with long-term investing advice focused on ignoring short-term headlines.
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Current Threats Tend Toward Deflation
- Many current threats are actually deflationary, which could lower inflation rather than raise it.
- Pompliano points out housing drops and other real-time measures show national inflation below 1%, driven by falling key prices.
Private Credit Stress Reduces Lending And Growth
- Cracks in private credit are deflationary because defaults and deleveraging reduce new lending and economic growth.
- He explains Dodd-Frank shifted lending to private credit, so forced deleveraging there cuts refinancing and corporate investment.
Weak Labor Market Cuts Demand And Prices
- A softening labor market is deflationary because slower wage growth reduces spending and pricing power across the economy.
- Pompliano highlights wages as the largest source of income and demand, so hiring freezes and layoffs depress activity.