From the Desk of Anthony Pompliano Now Is NOT The Time To Panic! Why I’m BULLISH Stocks Still
Mar 31, 2026
Discussion of geopolitical tensions in the Middle East and risks to global oil transit. A look at rising U.S. gas prices and immediate consumer impacts. Analysis of market behavior during sharp pullbacks and where selling pressure is concentrated. Debate over whether short-term oil shocks should sway Fed policy. Exploration of long-term deflationary forces like automation, reshoring, and housing shifts.
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Oil Spike Is A Short-Term Geopolitical Shock
- Geopolitical conflict is driving short-term oil price spikes that worry Western consumers and markets.
- Anthony Pompliano highlights Strait of Hormuz risk where 20% of global oil transits and rising oil pushes US gasoline above $4 per gallon.
Buy Local And Build Resilience
- Buy locally and build strategic resilience when supply is scarce to reduce exposure to foreign disruptions.
- Pompliano explicitly suggests buying from the United States and 'go get your own oil' as a practical response to shortages.
Earnings Up While Stocks Drop Creates Opportunity
- Stocks have fallen nearly 10% from the January peak even as corporate earnings and expectations hit record highs.
- Pompliano cites Charlie Bilello and Phil Rosen to show earnings up while valuations fall, signaling cheap entry points.