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To investors,
I am fond of the saying “hard work never goes out of style.” There is a blue collar, self-made theme to this timeless advice. But what if hard work is not enough anymore when it comes to generating financial security for the average American?
Normally I would brush that question off as some insane talking point from the Democratic Socialists of America, but this chart from Quinten Francois forced me to think a little deeper about the problem over the weekend:
This chart is the root cause for so many issues in society. Asset owners have been handsomely rewarded for their understanding of the system, while the remainder of citizens have been punished for following the advice of their grandparents to get a good job, spend less than they make, and save for a rainy day.
Wages are up almost 12x since the mid-1960s. That is a big number. But it is dwarfed in comparison to the 100x from the S&P 500 in the same time frame. The idea of investing in low-cost index funds and chilling has never had a better advertisement.
This chart is looking in the rearview mirror though. What about expectations or the future?
Well, Adam Kobeissi explains that things are going to get much worse before they ever get better:
“US M2 money supply surged +$102.8 billion in July, to a record $23.22 trillion.
This marks the 27th consecutive monthly increase. Since the start of 2026, M2 has now risen +$862.7 billion.
Furthermore, money supply now stands $1.43 trillion above the March 2022 peak. Since 2000, money in circulation has grown at an average annual rate of +6.3%, or ~$700 billion a year.
US money creation is expanding at a rapid pace.”
If this chart doesn’t scare you, remember that the annual interest expense on the national debt is now more than $1 trillion. That is only going to accelerate as politicians spend more money, interest rates stay high, and no one has the courage to stop the runaway train.
It is much easier for politicians to keep promising free things to voters. Remember, they aren’t spending their own money. They are spending our money. I have always thought you would stop the undisciplined spending if you could require politicians to invest personal dollars in every spending initiative. Make them have real skin in the game. I am willing to bet the federal budget would collapse and we would have a balanced budget over night.
The truth is that politicians don’t want a balanced budget. This means we won’t get one, which essentially guarantees that wages can’t keep up with investment assets.
So now we are back to where we started: has hard work gone out of style if you want to achieve financial security?
Of course not. But hard work is definitely not the only ingredient you need. I don’t know a single person that is wealthy who wasn’t able to generate a significant amount of their wealth by owning investment assets.
So which assets am I most bullish on going forward?
Bitcoin. Gold. Land.
Those are going to be the three assets that should outperform the productive assets in the public equities market. The money printer is just warming up. The hard assets built to insulate you from the money printer will show up and do their job. So you don’t have to overthink this one.
I want a portfolio filled with resilient assets that are optimized for the long-term. Assets that go up significantly when politicians do what they are incentivized to do. Quite literally, I want to hold the things that politicians are likely to inflate.
You can choose your own mix or allocation diversification between these three assets. But just make sure you have exposure. Because a 0% allocation to bitcoin, gold, and land is going to be a bad answer in the coming years.
Hope you all have a great start to your week. I will talk to you next time.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
Bitcoin to $1 Million?!
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack.
In this conversation, we break down bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.
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Backtested results across three windows ending June 2026; figures are percentage-point differences in return, not multiples
It's the Crazy Uncle Portfolio: Bitcoin, Gold, Land, and Ammunition. The true path to financial and personal sovereignty.
Hard-asset narratives are useful as risk maps. The investment question is still which assets absorb duration and liquidity stress if risk appetite flips.