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).

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