VRA Investment Update: Jamie Dimon Awakens While HIs Top Strategist is Full-On Bullish. Small Caps Are Cheap. 15–25% Surge Higher Into Year End.

VRA Investment Update: Jamie Dimon Awakens While HIs Top Strategist is Full-On Bullish. Small Caps Are Cheap. 15–25% Surge Higher Into Year End.

Good Thursday morning all. Yesterdays action at the open was solid, only to be met by a warning from JP Morgan CEO Jamie Dimon that the US economy was potentially facing a “hurricane” going forward. When Dimon speaks investors listen and the big open turned into big losses by midday.

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VRA Investment Update: VRA Portfolio +17.6% in 2022. Russia-Ukraine Bull Market. Hard Truths.

VRA Investment Update: VRA Portfolio +17.6% in 2022. Russia-Ukraine Bull Market. Hard Truths.

Good Thursday morning all. As we start trading today the VRA Portfolio is up 17.6% in 2022. That compares to losses of 10-14% in our broad markets. Folks, this feels like on of those years for our stocks. I remember this feeling, similar to the years we’ve put up 100-200% + net gains.

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VRA Investment Update: We Are Buyers. Ted Parsons, From the Grave. Interview with WAR. BTC & Taiwan. Russia Deja-Vu.

VRA Investment Update: We Are Buyers. Ted Parsons, From the Grave. Interview with WAR. BTC & Taiwan. Russia Deja-Vu.

Good Friday morning all.

While everyone was panicking yesterday morning, we were buyers. We never forget the people in our lives that made the biggest impressions. Professionally, that’s my first mentor Ted Parsons (RIP Ted). Ted’s mentor worked on Wall Street during the crash….

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