Anthony Pompliano

When people sit there and say, well, then we're fine because we're not going to see the same spike in our electricity.

All that's true.

But the issue is it is a global economy and you still have about 40 percent of the revenues in the S&P 500 coming from globally.

And we import a lot of things, semiconductors, all the equipment we're using for building out the the data centers.

A lot of that stuff comes from overseas.

So if prices overseas are going up, this is where as much as I want people to like not panic.

I don't know how you can ignore charts that look the way they do when the bombing is still going on on energy facilities today.

I think too many people are caught in when is this going to end and go back to where it was.

Commodity bull markets in the 1970s, whenever inflation started to pick up even slightly,

just like I used the handicapping side.

What are people still freaking out about here in elections?

It's inflation.

Inflation has not gotten better.

So it was already a problem now.

No, in people's minds, the way they're making decisions.

So forget true inflation and all this stuff.

Most people here are still voting.

We saw an election in New York.

Affordability is getting worse in their mind.

Yeah.