Anthony Pompliano (Parody)

Politics is noise when it comes to investing.

The stock market goes up under every President, because the government can’t stop printing money.

People are working harder in an age of AI because your work capacity expands to fill the available time.

Interest rates are still too high given the deflationary tsunami that is coming from AI and robotics.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

Last night Blackrock reported that they have increased their ownership in Silvia ($SVIA).

They now own more than 5 million shares and have a stake of over 6% in the business.

I view shareholders as co-owners of Silvia, Inc and we are working hard to create value at the intersection of AI and bitcoin.

The market hates uncertainty, but certainty will return when the midterms are over.

For those who are looking at the Wendy's takeover offer, I would never bet against Nelson Peltz.

$WEN

Today we are launching the ability to price your wealth and assets in bitcoin on @cfosilvia.

Dollars are devalued and distort the true picture of your finances.

Denominating your wealth in $BTC gives a clearer picture of how your wealth is growing.

Try it free: http://silvia.com

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

Earlier this year we launched the first agentic research offering on Wall Street (Silvia Insights).

The reports are researched, fact-checked, and written by AI agents built for Wall Street-style research.

Last week I had the idea to do the same thing for a newsroom focused on financial news.

We built it in less than 48 hours and are experimenting with Silvia News, a fully agentic newsroom to better inform Silvia users, while organically driving attention to the Silvia product.

This is a small experiment that we hope will grow into something much larger over time. Check it out and give us any feedback on what you want to see.

Try it: https://news.cfosilvia.com/

I was skeptical of using voice with my computer, but @WisprFlow is very good.

Consider me voice-pilled now.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

I have been thinking a lot about the rise of AI agents and how it will change the way we interact with internet products.

It feels like we have officially left the Internet 2.0 era and are now in the take-off phase of Internet 3.0.

The biggest change I see happening in our day-to-day lives is a lack of future interactions with multiple product interfaces.

Rather than navigating to various websites and using these products like neanderthals, we are more likely to talk with our agents, then these agents will "use" the internet and various products.

Everything becomes more digitally connected, including information and money, but we see a massive overhaul of the consumer internet experience at the same time.

You can think of this as the internet plumbing getting more complex, but the interface getting simpler.

This will be very obvious when it comes to software interfaces. I also see the same trend happening with how we interact with our computers and phones.

The amount of typing done by the average worker will quickly contract the same way that writing with a pen has largely contracted as a percentage of overall communication.

Speaking is faster than typing. It is easier and more natural. And it will unlock productivity, which drives economic returns for people and companies.

We will look back and think it is ridiculous that we used to put our hands on a keyboard, type in a URL, navigate to a website, and click a bunch of buttons to accomplish something.

You can see early signs of this shift towards simple, agentic workflows today. There is still a ton of opportunity ahead though.

I would love to hear whether others are seeing these shifts in their own behavior over recent months?

The Fed decides on rates at 2pm Wednesday.

Everyone will argue about what it means for the economy. The better question is what it means for you.

Ask Silvia: "How will the Fed increasing rates, or leaving them alone, affect my portfolio?"

👉🏼 https://www.cfosilvia.com

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

NY Giants ❤️

One life.

You better not waste it.