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Anthony Pompliano 🌪
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The WSJ published a fascinating article yesterday on potential economic espionage. An official from the Federal Reserve is accused of supplying sensitive and confidential information to Chinese intelligence agencies, but the official claims he was merely teaching Chinese students and had no idea they were intelligence agents. I have no idea what is factually true, nor do I have an opinion on whether the official is guilty, but the story highlights how important economic data and economic policy decisions have become in the global competition between the US and China. I recommend reading the article to better understand how previously mundane aspects of the US economy are now dictating the geopolitical stage.
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Based on comments and actions from the administration over the last two weeks, we are likely to see higher levels of inflation moving forward. Many will wrongly attribute this to tariffs, but instead it is a shift in policy to run the economy hot to stimulate growth.
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Most AI products trying to help people with their finances are terrible. That is why we just launched Silvia, an automated CFO that provides personalized information based on your investment portfolio. Here are some of the things Silvia can do: - track your net worth - analyze your investment portfolio - understand current events in real-time - predict how news will impact portfolios - calculate your returns across assets - predict your future net worth - give you ideas on how to save on taxes - alert you when your expenses spike - track your homes, cars, and collectibles - tell you how your net worth compares to others We built Silvia as a custom product for me to personally use every day. I am a power user and realized it would be valuable to other investors like me. Whether you want to track all your assets in one place for free or you want to get personalized information on how current events will impact your investments, Silvia is there to help you get smarter and hopefully make more money. Sign up for free here:
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The smart private investors are going to start moving into the public markets.
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What was the best thing you read, watched, or listened to this week? Any topic is fair game.
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