Stocks Could Go On A HISTORIC RALLY From Here (RARE SIGNAL Just Fired)

0:00Hello everyone. The war is ending, the straights opening, stocks and Bitcoin are ripping higher, and Wall Street salivating to get in the game. We're live today from the desk of Anthony Pompliano.

0:19Before we get into today's episode, we got 46 ,000 subscribers on YouTube, but you're going to be the next one. Hit the subscribe button and let's get into it today. all right ladies and gentlemen the straighter who moves has officially been opened it is game on in financial markets stocks bitcoin they're both ripping higher oil it's crashing it's down about 80 a barrel this morning and the world is about to have the biggest case of amnesia you have ever seen investors are going to forget about everything that's happened they're literally going to forget where iran is on a map the panikins all those people who were telling you the world's going to end high inflation was coming and stocks were going to zero well they're now going to be very worried because they're wrong.

0:56Oil prices are going down. Inflation is not showing up and stocks and Bitcoin are going higher. But none of that is actually the big story. To me, the big story is that when the street got closed, the asset prices went down. So now that the street is opening, you're going to see those assets prices go back up. Just take a listen to how the news is talking about the opening of the street. The Iranian foreign minister, who seems to be really the guy in charge, or at least publicly for Iran, just fired this off in a post on X, and I'm going to read it for you now. In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire on the coordinated route as already announced by Ports and Maritime Organization of the Islamic Republic of Iran.

1:48So on that news, the stock market is flying through the roof. That opens in 28 minutes, so we'll watch that. Now, while this is happening, the U.S. has brokered a 10-day ceasefire between Israel and Lebanon. Apparently, that was one of the conditions that Iran wanted. So the president's saying that he may host both countries at the White House in hopes of striking a lasting truce there. So a lot to go through. Now, it's not just the street being open and all of a sudden everyone gets excited. Sure, there's a piece of that. But the more important thing is that the U.S. economy is rocking right now.

2:21The United States is the pretty girl at the bar when it comes to selling oil. We are exporting more than 5 million barrels of oil per day. There's a line literally through the ocean of people coming to the United States trying to get oil. On top of that, we are seeing lots of manufacturing. We're seeing GDP continue to grow. And we are seeing these companies produce more profits with less employees, which means they're becoming more productive. Now, Scott Besson, the Treasury Secretary, has been telling us this for a long time now. He recently was on TV and he talked about why the market is going to go back up once the war ends.

2:53And he also talked about how core inflation is coming down. Take a listen to the Treasury Secretary. I don't make market predictions, but I think the market is like the sum of all the thinking. And, you know, it is a group and markets live in the future. And what I've tried to say is that this war will end. I don't know whether it's three days, three weeks, three months, but it will end. We will get on the other side of this. And what we've seen in the inflation data, core inflation is coming down. It is the noisy energy component. And we've seen oil prices collapse over the past two weeks. Interest rates are coming back down.

3:35I came out and said, I think the Fed has been wrong on their inflation projections. That it is clear the core is coming down. if they need for their own sanity to wait on interest rate cuts. I understand it, but I think that means they're just going to be able to do more on the other side when it is clear the core is coming down and there is no transmission from the energy price into core goods. Now, all of that's great. People are getting excited. Just look at the prices of assets here on this Friday. But maybe the most important thing is ProCap Insights, the AI system that we built, went and did this deep dive into what happens when you get a V-shaped recovery in the market.

4:18And history tells us the stock market is about to explode higher. Every single V-shaped rebound in the last 10 years has led to higher stocks 12 months later. No other V-shaped recovery has happened as fast as this one that we've seen this year. These types of fast V-shaped recoveries deliver a three and a half times better return than a slow recovery coming out of a big drawdown. To put this in perspective, every single V-shaped recovery since Q4 of 2018 has led to stocks being 20 % higher or more within 12 months. 20 % or more over the last almost decade. What that tells me is that this V-shaped recovery that we just saw back to all-time highs in stock prices means that momentum is going to beget more momentum.

5:02Stocks are going to continue going higher. And all of the people who are waiting for the stock market to drop 15, 20, 25 percent, the next Great Depression, the high inflation, all of the things you read in the news, they were all wrong. Stocks are already back to all-time highs. The momentum is going. We know that buying stocks at all-time highs usually lead to higher outperformance than buying stocks on any other day. And then we get the V-shaped recovery data, which tells us that when a fast V-shaped recovery happens, like we are experiencing right now, stocks since Q4 of 2018 have been higher, 20 % higher or more every single time.

5:40I don't know what else to tell you, but the United States of America, the economy is rocking and we are going to see asset prices go higher. And if that happens, the big thing that people have to worry about is what can they do to earn more money, pay for the unaffordable life, and then have enough left over to put it into their portfolio. Because those who put their assets into the portfolio, they're the ones who are going to benefit. And those asset prices aren't going to stop going up. So buy scarce assets. Let the central bank do the rest of the work. All right, ladies and gentlemen, Wall Street can't get enough Bitcoin right now.

6:16You don't got to take my word for it. If you read the headlines, they're going to talk about how Bitcoin's price is down about 40 % from the recent all-time high of$126 ,000. 40 % down, that's a big number. But for the Bitcoiners, that's like a drawdown for ants, frankly. But it doesn't matter about that drawdown. It has not stopped the largest institutions on Wall Street from jumping headfirst into the deep end of Bitcoin. Take Strategies' STRC preferred equity product. They have seen record inflows day after day. That includes multiple days of more than a billion dollars in trading volume. And there's been almost no divergence from par.

6:47That type of liquidity on a relatively new security, something like digital credit, it's impressive regardless of the underlying asset. But it's the fact that this new product, that digital credit, it's happening there should be eye-opening to everyone about where we're headed in the future. Now, Morgan Stanley, one of the oldest investment banks in the world, they recently launched their Bitcoin ETF. Now, they waited a very long time after BlackRock, Fidelity, many others had launched a similar product. But Morgan Stanley reported this week that their first week of trading saw$100 million of inflows.

7:16that makes the Bitcoin ETF the best ETF launch in Morgan Stanley history. In the history of the firm, that was the best launch. If you don't think that's going to get people's attention internally, I don't know what to tell you. Finance is a numbers game. Everyone is looking for growth. When you do something that no one in your firm has ever done in 100 years, in a century, leadership takes notice. They start asking, hey, what else can the firm do in that vertical? You got any other ideas over there? But if those two data points don't convince you, take Charles Schwab. they're reportedly preparing to offer direct trading of Bitcoin in their consumer products.

7:49Now, this is supposedly an effort to compete with Robinhood and other modern retail brokerages because those platforms have seen a surge in crypto trading. A big reason that Charles Schwab's having to respond to Robinhood, Moo Moo and others is that Robinhood's growth rate is double Charles Schwab's growth rate in every major metric. Just look at the chart here. Now, you can go when you can read a complete breakdown of those businesses and the latest ProCap Insights report. But I also want to talk about the fact that price performance begets more price performance. Bitcoin is down about 40 % from the all-time high, but the asset is up 16 % since the Iran war kicked off.

8:24Bitcoin is up 26 % from the local bottom of$60 ,000 back in February. That type of price strength will bring confidence back to the market. Confidence leads to more capital flows. And then you added the fact that the new Wall Street tools of treasury companies, ETFs, and direct trading on those incumbent platforms, that's going to bring more capital as well. And so when you get a persistent bid in the market, that should be a great tailwind for Bitcoin the rest of the year. The US stock market, as we discussed, is ready to rocket higher thanks to that V-shaped recovery. And if you think that Bitcoin is not gonna be a big winner in that euphoric bull market, then I don't know.

8:58Maybe you're just not paying attention. Bitcoin is very volatile, it's very asymmetric, and it's very sensitive. The widely reported death of Bitcoin has been greatly exaggerated. The asset's as strong as ever. People want Bitcoin. And the largest pools of capital are literally falling over each other, trying to get in the game. And when you have large pools of capital trying to buy up a scarce digital asset, guess what happens? The price has got to go up to accommodate everyone. Bitcoiners understand this and the rest of the world is starting to understand it. In a world where we are going to continue to see the national debt explode higher, we are going to continue to see central banks use the QE playbook to prevent any sort of multi-year recession or prolonged bear market.

9:40you want to own scarce assets and there's nothing like Bitcoin which is a digital, decentralized non-sovereign, neutral, scarce asset and I think a lot of people are saying to themselves this Bitcoin thing maybe I should get a little in case it catches on that's it for today's show thank you guys so much for watching I always appreciate it please remember to subscribe on YouTube and I'll see all of you live from the desk of Anthony Pompliano on Monday