VRA Investment Update: Is This The Pivot?

VRA Investment Update: Is This The Pivot?

The short-covering move higher to start the week marked the best start to a 4th quarter since 1938. The move may have been fueled by short covering and the extreme oversold (on steroid) conditions that we’ve been pointing out.

Read More

VRA Investment Update: Improvement Under the Hood. 4 VRA Horsemen. Tax Day, Mask Day.

VRA Investment Update: Improvement Under the Hood. 4 VRA Horsemen. Tax Day, Mask Day.

Good Thursday morning all. As Tyler covered in detail on yesterdays VRA Investing Podcast (sign up for alerts @ vrainsider.com/podcast), something interesting could be brewing to restore our (short term) faith in the markets. Even as Nasdaq (-1.2%), on the back of the Netflix implosion was hit yesterday the internals actually showed improvement.

Read More

VRA Weekly Update: Market Update. Texas Election Lawsuit and Shocking Findings.

VRA Weekly Update: Market Update. Texas Election Lawsuit and Shocking Findings.

VRA Market Update Our extreme overbought on steroids market finally took a breather this week, led lower by the semis (SMH down another -.9% today). The internals held up well but we would not be adding to new broad market positions here.

Read More

VRA Weekly Update: November Jobs Report Miss. Another Reason We Must Own PMs and Miners. CV Insanity, Vaccine Panacea. Georgia Election Fraud is Blowing Up.

VRA Weekly Update: November Jobs Report Miss. Another Reason We Must Own PMs and Miners. CV Insanity, Vaccine Panacea. Georgia Election Fraud is Blowing Up.

Good Friday morning all. The November jobs report is out and it’s a mixed bag. Big miss on estimates, with just 245,000 jobs created vs estimate of 469,000 but the unemployment rate fell to 6.7%. Month to month, trying to make sense of any government statistic is a fools errand, but it's the trend that’s worrisome.

Read More

VRA Weekly Update: Record Fund Flows Into Equities, as Sentiment Flashes Greed. A Press Conference Like No Other.

VRA Weekly Update: Record Fund Flows Into Equities, as Sentiment Flashes Greed. A Press Conference Like No Other.

Good Friday morning all. The public is coming back into equities in a big way, with global retail investors surging over the last 2-weeks to record inflows. At the same time, cash on the sidelines is plummeting as sentiment quickly flips from fear to greed, with short interest in S&P 500 stocks…

Read More

VRA Update: Strong Jobs Report. Move Higher Continues. Silver is Leading…Great for the Group. Election Update

VRA Update: Strong Jobs Report. Move Higher Continues. Silver is Leading…Great for the Group. Election Update

Good Friday morning all. Octobers jobs report is out and its a good report. 638,000 jobs added…just a bit on the low side…with the unemployment rate falling to 6.9%, a big beat from the estimate of 7.6%, and a full percentage point lower from Septembers 7.9%. Dow futures were -200…

Read More

VRA Weekly Update: 3rd Quarter GDP Soars 33.1%. Repeating Patterns of the Troubling Variety. Delayed Election Results Increasingly Likely.

VRA Weekly Update: 3rd Quarter GDP Soars 33.1%. Repeating Patterns of the Troubling Variety. Delayed Election Results Increasingly Likely.

Good Thursday morning all. Big day today. 3rd Quarter GDP came in at a blistering 33.1%, breaking every record known to man. Now we get to find out if its a “buy the rumor sell the news” event. And this is a huge day for earnings, with the biggest of big tech reporting (after the close).

Read More

VRA Weekly Update: Overbought Pullback is Here. Pelosi Blackmail. Election Update.

VRA Weekly Update: Overbought Pullback is Here. Pelosi Blackmail. Election Update.

Good Thursday morning all. We’re getting the overbought pullback that we’ve been discussing here this week. Yesterdays Internals were mixed to negative with no signs so far that this might get nasty but Dow futures are -330 this am.

Read More