The Battle For Oil Prices Is On

Today’s Letter is brought to you by Arch Public ! Arch Public is offering extraordinary discounts for our Concierge Program as part of our March Madness Event! Visit archpublic.com to connect with the team, and tell them Pomp sent you for the best deal! In the current crypto bear market, the time to position yourself is now . Optimize returns and strengthen your cost basis with institutional-grade algorithmic automation that trades 24/7—so you don’t have to. Our Crypto Algorithms have generated returns exceeding the majority of hedge funds and Bitcoin firms (no leverage, lending, or shared custody required). Connect seamlessly to Gemini, Coinbase, Robinhood, Kraken & more while retaining full control of your assets. Hands-free execution. Emotionless discipline. Trading 24/7. Outperform buy-and-hold across Bitcoin, Ethereum, Solana, XRP & beyond. Trusted by 18,000+ users. Start with our free tier today and build your advantage before the next cycle. Click Here To Sign Up For Free To investors, The year started with about as good of an economic setup as you could ask for. Inflation was rapidly falling. There was an AI-driven economic boom underway. Stocks were hovering at all-time high prices. Home affordability finally looked like relief was on the way. And there was a level of optimism held by investors that led to capital pouring into markets. That all changed in the last few weeks as the United States has been locked in a kinetic conflict with Iran. Last night that conflict took an even bigger negative turn. The first incident was an Israeli strike on Iran’s South Pars gas field facilities, which damaged processing and refining infrastructure. This missile strike appears to have significantly impacted output from the facility. In retaliation, Iran immediately lashed out and successfully struck Qatar’s Ras Laffan Industrial City. This is a big deal because Ras Laffan is the world’s largest LNG export facility (approximately 20% of global supply). Just look at the destruction from videos surfacing in the aftermath : Qatar has reported a number of other strikes on their oil and natural gas facilities throughout the country as well. American investors woke up to the news and markets are reacting negatively to the prospect of a crisis. Daniel Lacalle writes “Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to solve, adding to the problems of regasification and storage.” The most interesting aspect of the market reaction over the last week is the conflicting signals coming from different alarm systems. Michael Gayed shows “bonds are pricing in recession while oil prices scream inflation. Both can't be right.” But maybe both are right and we are headed towards very weird times. This stagflation-type situation would really throw a wrench in the booming economic times that illustrated the start of the year. CNBC discussed this well yesterday: So the United States has a few things that need to be done immediately: Secure the Strait of Hormuz and re-open the flow of oil to the world Increase US production and export of oil, including deregulating the oil and gas industry so we can drill faster Remove or reduce sanctions on various countries or oil to increase global flows Release strategic reserves from the US and allies Simply, the global battle over oil prices is on. The higher the price goes, the more pain Iran is able to inflict on the world. The lower the price goes, the more leash the United States and our allies will get with the conflict duration. Unfortunately, the trend will be for higher oil prices. This means the US is on a shot clock. Quickly end the war and claim victory or risk pushing the US into recession in a mid-term year. It is hard to see a world where Trump will allow that to happen, so the entire market is waiting for the pivot. The question is just how long will we be waiting. And only the guy in the White House knows the answer to that question. Hope you all have a great day. I’ll talk to everyone tomorrow. - Anthony J. Pompliano Founder & CEO, Professional Capital Management A Massive Bitcoin Bull Case Is Forming Bill Barhydt is the founder and CEO of Abra and a longtime leader in digital assets and crypto wealth management. In this conversation, we discuss bitcoin’s relationship to global liquidity, money printing, and geopolitical risk, as well as why retail investors still drive crypto price action. We also cover new crypto regulation and the Clarity Act, Abra’s plans to go public via SPAC, the rise of tokenized equities and real-world assets, and how AI is transforming financial services and business operations. Podcast Sponsors Figure – True DeFi Democratized Prime to earn ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Arch Public - Arch Public’s cutting-edge algorithmic tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!) BitcoinIRA - Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $2,000 in rewards. Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at www.FountainLife.com Summ – (formerly Crypto Tax Calculator) generates accurate IRS-ready tax reports that help maximize deductions and pay the least tax possible. With support for 3,500+ exchanges, wallets, and protocols, Summ makes crypto taxes simple. Visit Summ.com and get 20% off with code POMP20. Bitget - Bitget is the world’s largest Universal Exchange (UEX) , serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. Abra - This podcast is sponsored by Abra. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account. To create an account, click here for individuals and here for entities. Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/pomp 🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you. You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.