From the Desk of Anthony Pompliano If The Iran War Escalates, These Assets Will Go Up The Most
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Mar 2, 2026 Discussion of recent U.S. strikes and the broader reasons behind action against Iran. Analysis of which assets tend to rise in a Middle East conflict, including oil and gold. Expectations for stocks, treasuries, the dollar, crypto, and international equities. Forecasts for real estate, industrial commodities, and market volatility with a focus on portfolio resilience.
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Pompliano Frames Recent Military Actions As Generational
- Anthony Pompliano frames recent U.S. actions as a rapid series of high-profile operations including Venezuela, Mexico, and Iran strikes.
- He calls this a "generational run" and notes he's been to war, expressing concern and prayers for service members.
Stocks Face Short Term De-Risking
- U.S. equities are likely to fall short term as war injects uncertainty into consumer spending and corporate forecasts.
- Investors de-risk by selling stocks quickly, amplifying downward pressure during the initial shock phase.
Gold Rally From Flight To Safety
- Gold should rally as the classic safe-haven when a major military power is involved in conflict.
- The flight-to-safety bid pushes gold higher while investors flee risk toward tangible stores of value.