VRA Weekly Update: Excess Liquidity and Surging Corporate Earnings = Liftoff. Semis Will Lead a major Market Move Higher Into June.

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VRA Weekly Update: Excess Liquidity and Surging Corporate Earnings = Liftoff. Semis Will Lead a major Market Move Higher Into June.

Good Thursday morning all. This feels as much like a goldilocks market as I can remember. You know the reasons we’re bullish…the reasons we’ve been aggressively bullish for the last 14 months…but its primarily about two issues. These are the most important two issues of any bull or bear market;

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VRA Weekly Update: That 1995–2000 Vibe. Collusion in Precious Metals. $1000 Silver During Commodity Supercycle.

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VRA Weekly Update: That 1995–2000 Vibe. Collusion in Precious Metals. $1000 Silver During Commodity Supercycle.

Good Thursday morning all. Earnings continue their solid beats, both on the top and bottom line, as it looks increasingly clear that we are early in the economic and earnings recovery cycle. If we’re right, pullbacks going forward will continue to be shallow and short-lived.

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VRA Weekly Update: 2021. A Year of Opportunity and the Return of Inflation.

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VRA Weekly Update: 2021. A Year of Opportunity and the Return of Inflation.

Good Thursday morning and a big, bright and beautiful hello to 2021. At this time last year the potential for a great 2020 seemed (very) high probability. Huge stock market gains and a second term for Trump, seemed all but baked in the cake. Turned out our planners had other plans…2020 became the year of coronavirus insanity.

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