Anthony Pompliano

I will never claim to be the most educated, the most well-spoken.

You give me a pen, I can write things and I can correct it and go slowly.

But here's what I do do well.

I can tell a story because I can connect the pieces that I think are separate pieces that are important, put them together.

The inflation situation is going to be the major story for the next two months.

It is a problem in Asia that is already existing throughout Australia, through New Zealand, through Vietnam, through Indonesia, through every place there.

It will be in Europe soon because.

The energy can't make it around the globe.

And once it gets over to the US, it won't be as bad because we have our own energy production here.

But the problem is we import stuff from around the world.

And I will be highlighting what happened with the import prices.

And you have to remember, this is before oil went higher.

So we import a ton of stuff.

40% of the S&P revenues come from overseas.

There's an inflationary component.

And by people seeing this, it's not a bearish thing.

I don't want to get into that.

It just means that we've shifted regimes.

People need to adjust for it.

And I think once the sentiment accepts that inflation is going to be above 4%, we can be at a better time to start making some investments on the aggressive side again.