Good Thursday afternoon. I was going to do a deep dive on yesterday’s Fed meeting and presser with J Powell, but frankly, it’s not worth our time and energy…
Read MoreGood Thursday morning. Breaking: Final Q3 GDP is in with growth of 4.4% vs estimates of 4.3%. Beginning last summer we were the first strategists in America (that we are aware of) that began forecasting GDP growth would surpass 5% by Q3 2026. With the Atlanta Fed’s Q4 GDPNow estimate of 5.4% growth, it looks like the Trump Economic Miracle will beat our GDP estimates to the punch.
Read MoreGood Thursday morning. As we’ve covered extensively over the last 3 years, we have entered a “structural” bull market that will carry US stocks sharply higher through at least 2030. The Roaring 2020’s combined with our "Big 3”…
Read MoreGood Thursday morning. Before we get to the latest market moving news, here are our full year returns for 2025, and what you can expect from the VRA in 2026.
Read MoreGood Friday morning. Over the last couple of weeks we’ve talked about the reasons for this short term liquidity-led shakeout, including yesterdays massive intraday reversal which began exactly as (fired) Fed Governor Lisa Cook was giving a speech where she warned extensively of a “sharp market reversal” (In no way do I believe this was a coincidence). However, what’s more important this morning is covering where we are and what comes next.
Read MoreGood Friday morning. Heads up: I’m scheduled to be on ‘Making Money with Charles Payne’ in the 2PM EST hour. Hope you can join us.
Market Update…
Read MoreGood Friday morning. Today we’ll cover some of the “chinks in the armor, of this market, then we’ll get to the government shutdown, and finally we will wrap the week with the markets and economy…
Read MoreHeads up; I’m scheduled to be on Fox Business “Making Money with Charles Payne” in the 2PM EST hour. Hope you can join in (I’ll post the exact time on X).
Personal note: I wanted to take a second to say thank you for being here with us…
Good Friday morning. We have a few VRA Quick Hitters for you this AM:
1.) 2025 Returns: Broad Market & VRA Portfolio…
Read MoreI have posted this VRA Letter each 9/11 since 2006 (updated only with relevant facts), when my research and due diligence made it no longer possible to remain silent…
Read MoreGood Thursday morning. As we came into Q2 earnings reports we explained why Wall Street was being far too pessimistic. As you read these excellent Q2 earnings below, featuring earnings growth for the S&P 500 of 11.8%, remember that Wall Street was forecasting growth of just 4.9% (vs our estimates 8–10% growth).
Read MoreHeads up: I’ll be on Wayne Allyn Root’s hit new podcast (with The Gateway Pundit) tonight at 7:30 EST. Stream via Waynes X account, Rumble, TGP, etc. Hope you can join us as we discuss the Trump Economic Miracle 2.0 and some of the bullish topics we talk about here daily.
Macro Update: The Trump Economic Miracle 2.0…
Read MoreBy this time in 2022, Tyler and I had completed our research for The Big Bribe and were about 80% finished writing the book (my 4th, Tyler's 1st). Frankly, we were stunned by what we were finding…
Read MoreMarket Optimism: Kip Herriage Breaks Down Tesla, Gamestop, and the Next Bull Run
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Good Tuesday morning. Hoping everyone had a good Memorial Day Weekend, as we remembered the 1 million American heros that gave everything for the country they loved.
GameStop Deep Dive; GameStop Deep Dive; Morphing Into Something Altogether Different…
Read MoreGood Friday morning. Here we go again. Futures turned sharply lower this AM as Trump announced that he’s not ok with Apple moving production from China to India and that a 25% tariff will be applied…
Read MoreGood Thursday morning. Heads up: I’ll be on Fox Business “Making Money” with the excellent Charles Payne in the 2PM EST hour. Hope you can join us!
We have a lot to get to this morning…
Read MoreGood Tuesday morning. Markets are sharply higher this AM, with gains of more than 3–4% in each index. European markets are up, with nearly identical gains, while Japan closed up a big 6%, with gains of approx 1.5% in China.
Read MoreGood Friday morning. Just 5 weeks ago I was repeating my statement of the last two years; “this is the most bullish I’ve been in my career.” That set-up no longer exists, as the bears now have control of the market. As we covered…
Read MoreGood Thursday morning. As expected, yesterday’s FOMC statement and Powell presser was dovish. The markets liked it…
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"Kip's VRA financial newsletter is a MUST read for every saavy investor in this country. Disregard it at your own peril. His mantra is my mantra. Kip Herriage's newsletter is my financial Bible."
--Wayne Allyn Root
2008 Libertarian Vice Presidential candidate
Author, "The Conscience of a Libertarian"
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