VRA Investment Letter: Bull Market in its Infancy. Once Again, the Semis Are Leading. Trump Orders Audit of Fort Knox

VRA Investment Letter: Bull Market in its Infancy. Once Again, the Semis Are Leading. Trump Orders Audit of Fort Knox

Good Friday morning. Yes, some of our leading indexes/sectors reached (short term only) overbought levels this week, and yes, seasonality is not great for this stretch of February, but we repeat; this is not a market that we want to be anything other than “long”

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VRA Investment Letter: A Golden Age for America. Melt-up Bull Market Ahead.

VRA Investment Letter: A Golden Age for America. Melt-up Bull Market Ahead.

Good Thursday morning. Heads up: I’ll be on Fox Business “Making Money” with Charles Payne today in the 2PM EST hour. Hope you can join us!

Trump’s inauguration on Monday makes it official…

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VRA Investment Letter: Happy New Year! 2024 VRA Portfolio Results. What Does 2025 Have in Store for Us, as The Big Bribe & Innovation Revolution Rolls On

VRA Investment Letter: Happy New Year! 2024 VRA Portfolio Results. What Does 2025 Have in Store for Us, as The Big Bribe & Innovation Revolution Rolls On

Good Friday morning and Happy New Year! 2024 was another strong year for stocks, marking back to back years with gains of more than 20% in the S&P 500. In the VRA Portfolio we finished the year with gains of 27.1%. While it didn’t match 2023’s gains of 50.26%, it did mark 18 of 21 years that we’ve beaten the market. 

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VRA Investment Update: This is "That" Bull Market. The Macro That Matters Most for Inflation, Rates & the Market.

VRA Investment Update: This is "That" Bull Market. The Macro That Matters Most for Inflation, Rates & the Market.

Good Thursday morning. Heads up; I’m scheduled to be on Fox Business with Charles Paynes “Making Money” in the 2PM EST hour. Hope you can join! 

This remains “that” bull market. The bull market that surpasses the 1995–2000 dot-com melt-up, except this move higher

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VRA Investment Letter: Bull Market Tells. NVDA; Another Massive Beat. Our Base Case Remains Unchanged. A Personal Note.

VRA Investment Letter: Bull Market Tells. NVDA; Another Massive Beat. Our Base Case Remains Unchanged. A Personal Note.

Good Thursday morning. Another day featuring sharp early morning losses, followed by a strong rally in the afternoon which saw the Dow Jones rally close to 400 points off of the lows. That’s back to back days, one featuring a straight up move in Nasdaq and one day in the Dow Jones…

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VRA Investment Letter: The Comeback Kids America-Saving, Landslide Election. It's Morning in America, Again. The Trump Economic Miracle Meets The Roaring 2020's "Innovation Revolution".

VRA Investment Letter: The Comeback Kids America-Saving, Landslide Election. It's Morning in America, Again. The Trump Economic Miracle Meets The Roaring 2020's "Innovation Revolution".

Are You Kidding Me!

Like many of you, we’re operating on no sleep and still half-shocked. President Trump (45, 47) delivered an epic, superhero-like election comeback bombshell that will go down as the greatest political story in modern history. It’s morning in America, again. God just blessed us, again. And yes, Americas best days are directly ahead.

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VRA Investment Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It.

VRA Investment Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It.

Good Thursday morning. The Feds rate cutting cycle has arrived. Going against 90% of economists predictions…who predicted a .25% rate cut…J Powell and the Fed actually got this one right by cutting by .50%.

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VRA Investment Letter: Fox Business, Real Americas Voice. Strong Retail Sales. Aggressively Long Tech. What if Harris Wins? The Power of Investor Sentiment.

VRA Investment Letter: Fox Business, Real Americas Voice. Strong Retail Sales. Aggressively Long Tech.  What if Harris Wins? The Power of Investor Sentiment.

Good Thursday morning. Heads up: I’m scheduled to be on Fox Business ‘Making Money’ with Charles Payne in the 2PM EST hour, followed by a 10 PM EST interview on Real Americas Voice ‘The Root Reaction’ with Wayne Allyn Root. Hope you can join us!

Breaking: retail sales for the month of July…

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VRA Investment Letter: Japan's Crash & Fed Weakness. This Shakeout is a Classic Bull Market Buying Opportunity.

VRA Investment Letter: Japan's Crash & Fed Weakness. This Shakeout is a Classic Bull Market Buying Opportunity.

Good Thursday morning. After crashing 13% on Monday, Japan’s Nikkei has gained back 90% of those losses in the last few days. After Monday’s selloff, the Bank of Japan (BOJ) reversed course on hiking rates, saying that “doing so in unstable markets is a mistake we will not make”. 

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Did you catch Kip's Latest Interview?

Did you catch Kip's Latest Interview?

Check out Kip’s latest interview on The Root Reaction with Wayne Root.

As we see it, too many remain in the dark about the generational bull market underway, featuring soaring corporate earnings, led by consumers & companies in their best shape in decades.

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