VRA Investment Update: Follow the Semis & Buy The Dip. Economic Acceleration; The Trump Economic Miracle

/
VRA Investment Update: Follow the Semis & Buy The Dip. Economic Acceleration; The Trump Economic Miracle

Breaking: Treasury yields lost momentum this AM, with stock markets reversing higher, after the Labor Department reported that initial jobless claims rose to 211K last week, up from 190K the week before and more than the 195K forecast by analysts. The 10-year yield sits at 3.96%, after trading above 4% before the data. The data indicates the labor market may be weakening (due to higher interest rates).

Read More

VRA Investment Update: The US Economy is Accelerating (thanks #45). Investor Sentiment is Heavily Bearish…and Why That's Bullish.

/
VRA Investment Update: The US Economy is Accelerating (thanks #45). Investor Sentiment is Heavily Bearish…and Why That's Bullish.

This morning we learned that weekly jobless claims came in at just 190,000, another incredibly low reading which backs up a series of economic data from the last 1–2 months that show the economy is actually accelerating, rather than slowing down.

Read More

VRA Investment Update: Shades of 12/2018. End The Fed. Stock Traders Almanac; Seasonally Bullish.

/
VRA Investment Update: Shades of 12/2018. End The Fed. Stock Traders Almanac; Seasonally Bullish.

J Powell came heavy Wednesday, raising rates as expected by .50%, but hawkish without question, targeting a peak rate of 5.1%. While the Fed broadly likes what they see regarding inflationary trends, their big concern is employment, specifically wage pressure/inflation. This is what has the equity markets concerned…will the Fed break something again…this time the jobs market.

Read More

VRA Weekly Update: Goldman Sachs is Getting the Idea; This is a Melt-up Bull Market. Our Eyes Are On China.

/
VRA Weekly Update: Goldman Sachs is Getting the Idea; This is a Melt-up Bull Market. Our Eyes Are On China.

Good Thursday morning all. Another poor jobs report (ADP) took the Dow down 323 points yesterday. Like the Obama economy, we should get used to reports like this. Soon, and take this to the bank, they’ll be manipulated to start looking better, with part time…

Read More

VRA Weekly Update: Anxiety Over Jobs Reports. But Rates Will Only Go Lower, Markets Will Only Go Higher.

/
VRA Weekly Update: Anxiety Over Jobs Reports. But Rates Will Only Go Lower, Markets Will Only Go Higher.

Good Thursday morning all. Breaking news from the ADP jobs report this AM which came in at 978,000 jobs created vs estimate of 650,000. I can tell you that there’s some nervousness around the May jobs report that’ll be out tomorrow morning (8:30 AM EST),

Read More

VRA Weekly Update: 36 Million Newly Unemployed. Join Me on the Wayne Root Show Tonight.

/
VRA Weekly Update: 36 Million Newly Unemployed. Join Me on the Wayne Root Show Tonight.

Good Thursday morning all. I’ll be on with the great Wayne Allyn Root tonight at 8:30 EST. Hope you can join us on either USA Radio or 790talknow.com Not how we want to start our day. Another 3 million filed for first time unemployment, taking the CV total to 36 million. Now, the WHO is out with a new report …

Read More

VRA Weekly Update: December Jobs Report. Trump Economic Miracle…Our 15 Year Nightmare is Over. SPX 5000.

/
VRA Weekly Update: December Jobs Report. Trump Economic Miracle…Our 15 Year Nightmare is Over. SPX 5000.

Good Friday morning all. December's employment data came in with 145,000 jobs created (slight miss) and unemployment rate of 3.5% (50 yr low). The Trump Economic Miracle continues. If you’ve been with us over the last 2–3 years you know we’ve been ultra bullish on the US economy…

Read More

VRA Weekly Blog Update: Strategy Session Update. VRA and Parabolic, Net Profits of 1321% in 2019. CARA and VGZ.

/
VRA Weekly Blog Update: Strategy Session Update. VRA and Parabolic, Net Profits of 1321% in 2019. CARA and VGZ.

Good Friday morning all. Getting a very late start in writing. Updates from mgt on both Cara (CARA) and Vista Gold (VGZ) this AM. First, the September jobs report is out and pretty much in line with expectations. 136,000 jobs created with the unemployment rate down to 3.5%, a 50 year low.

Read More

VRA Weekly Blog Update: As Expected, September Fireworks. Key Housing Barometers at New Highs. Stunning Sentiment Readings Continue.

/
VRA Weekly Blog Update: As Expected, September Fireworks. Key Housing Barometers at New Highs. Stunning Sentiment Readings Continue.

Good Thursday morning all. Overnight we learned that US-China trade talks are back on, with mid-level talks beginning this week and the big kahoonas confabbing next month. DJ +443 as I write. Global markets are also in rally mode on the heels of Hong Kong withdrawing plans to enforce their extradition bill,

Read More