# The Market Isn’t as Nervous as the Headlines Want You to Believe

Page: https://stenobird.com/podcast/the-pomp-letter-3932923/the-market-isn-t-as-nervous-as-the-headlines-want-you-to-believe
Text version: https://stenobird.com/podcast/the-pomp-letter-3932923/the-market-isn-t-as-nervous-as-the-headlines-want-you-to-believe.md
Podcast: [The Pomp Letter](https://stenobird.com/podcast/the-pomp-letter-3932923)
Published: 2025-12-16T15:12:57+00:00
Episode link: https://pomp.substack.com/p/the-market-isnt-as-nervous-as-the
Audio file: https://api.substack.com/feed/podcast/181792480/c7fb1b2813368a48fc39b95bba73dd51.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-pomp-letter-3932923/episodes/the-market-isn-t-as-nervous-as-the-headlines-want-you-to-believe
Duration seconds: 138

## Resource

Today’s Letter is brought to you by Arch Public ! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the past three years.The entries, and exits speak for themselves; precision that drives success. Trusted by more than 15,000 customers and industry leaders, we’ve partnered with Gemini, Kraken, Coinbase and Robinhood to bring you cutting-edge solutions.Whether you’re a seasoned investor or just starting, our proven strategies maximize your potential. Join the ranks of those who trust Arch Public to navigate the markets with confidence.Talk to us today and discover why our expertise sets us apart. To investors, It seems like every day we are being bombarded with negative headlines, scary predictions of a big market crash, and the promise of economic destruction right around the corner. The people pushing this negative view of the world will point to data points like the University of Michigan Consumer Sentiment Survey as evidence that American citizens are in big trouble. But as the Wall Street Journal’s Gunjan Banerji recently pointed out , the Goldman Sachs Social Media Economic Sentiment Index has diverged in a big way from the Consumer Sentiment Survey. Which one should you believe? The Goldman survey that measures what people are saying online when they think no one is watching or the academic survey that asks people to fill out an online form with specific “measurement” questions? I’ll take the social media sentiment every day of the week. It isn’t just social media though. Mike Zaccardi shows Google searches for “AI bubble” have started declining from their recent peak. My takeaway from that rapid decline is that most of the AI-related fear was actua…

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