Did you catch Kip's Latest Interview on RAV?
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Did you catch Kip Herriage on Real Americas Voice (RAV) for Wayne Allyn Roots' new hit show “The Root Reaction” last week?
If not, I have included the link at the end of this post.
Did you catch Kip's Latest Interview?
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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.
Read MoreVRA Investment Letter: High Probability of Front-Running into the Bullish Month of July. Semis Surging; Gains of 1000% in SOXL from Bear Mkt Lows.
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Good Thursday morning. We start the week with 11/12 VRA Investing System Screens remaining bullish (record).
If you pay close attention you start to notice “personality traits” of each bull (or bear) market. I see several in this bull market…
Read MoreVRA Investment Update: New Highs Beget New Highs. The Markets Lead, The Fed Follows. Semis (Still) On Fire.
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Good Thursday morning. As our resident Fed watcher covered on his podcast yesterday after the close, J Powell’s presser contained a lot of words, but should serious investors even continue to listen to him?
After 5 major policy errors since he got the job (from Trump) in 2018, Powell and team have been (exactly) wrong far more than they’ve been right.
Read MoreVRA Investment Update: The Resilient Bull Market. All-time Highs, as the Semis Continue to Lead. GDX Still Leading.
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We have been calling this “the resilient bull market”. Coming out of Q1 earnings we’ve had some rather horrible internals…the trannies (our second most important economic indicator, behind housing) just got hit 9% in a month…
Read MoreVRA Investment Update: Fox Biz Interview. Don't Fight the Tape/Fed. Set-up into NVDA Earnings Next Week. Bitcoin and Vanguard.
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Good Thursday morning. It’s always great being on with Charles Payne. There aren’t many smart-money “talking heads”, but Charles is one of them. The reality is that the vast majority of media personalities know that “fear sells” so they pander to worst-case scenarios
Read MoreVRA Investment Update: Market Update; Rate Cuts Are Nearing; Don't Fight the Tape, Don't Fight the Fed.
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Good Thursday morning all.
This morning the Bank of England’s messaging made it clear that they will soon be cutting rates. The ECB is very close to that same decision. We expect both central banks to cut rates in June…
Read MoreVRA Investment Update: Our "Big Bribe" Megatrends Are Playing Out. Fed Chair J Powell; A+. Our Bullish Case is Unchanged.
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Good Thursday morning. Just prior to publishing “The Big Bribe” in the fall of 2022 we went aggressively long the market, citing our primary base case;
We’re in the Roaring 2020’s, powered by consumers and US co’s in their strongest financial shape in decades…
Read MoreVRA Investment Letter: Excellent Setup Unfolding Into Tech Earnings. Massive Tech Disruption & Growth. Bull Market in Early Innings.
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Good Thursday morning. We’ve dedicated much of the last week's VRA Letters to the “war risks” and corresponding action in the broad markets. We’re now just a few days away from Q1 tech earnings kicking off in style, with high profile names Tesla (next Tuesday), META (Wednesday) and Alphabet, Amazon, Intel and Microsoft set to report next Thursday. We see a great setup unfolding…
Read MoreVRA Investment Letter: The Incredible Rolling Bull Market. Tyler's TV/radio Interview. Gold Tops $2300 as the Melt-up in Miners Begins.
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Good Thursday morning. To start the week we barely had a day of (some) selling pressure in US equities and the same people that rarely (if ever) beat the markets are already warning of a severe market correction.
Read MoreVRA Investment Letter: "The Big Bribe" Continues to Play Out. Phenomenal Smart Money Setups. "Making Money" Interview.
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Good Thursday morning. After spending more than a year writing “The Big Bribe” Tyler and I published it just prior to the 10/13/22 bear market lows. We forecast a boom time in America, with the Roaring 2020’s as the theme.
Read MoreVRA Investment Letter: More Friendly Inflation Data with Incomes Soaring. Must Own Small Caps. Textbook Bull Market Action. Bitcoins Ramp Higher Continues.
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Good Thursday morning. These short term mini-pauses have done wonders for the overbought readings on our VRA Investing System. Today, even as our markets are just off of all-time highs, those overbought readings are gone. This market still has room to run.
Read MoreVRA Investment Letter: Nvidia Posts Another Stunning Quarter. BTC Halving and What It Means. Reminders of the Roaring 2020's.
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Good Thursday morning. The AI “king of the hill” did it again yesterday with Nvidia posting (another) quarter with absolutely stunning growth.
NVDA Bottom Line, as Tyler outlined in his podcast yesterday:
- Earned $5.16/sh, beating already sky-high estimates of $4.64/sh.
- Revenue also came in above expectations, totaling $22.1 billion vs forecasts for $20.5 billion.
Read MoreVRA Investment Letter: Evidence Builds of a "Generational" Bull Market. China is Exporting Deflation to the World.
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Good Thursday morning. Long-time VRA Members may remember that from the end of the bear market (10/13/22) we’ve written often about the “action” of this market and the fact that it’s largely been “textbook bull market action”. We’ve seen this repeating pattern again this week, as the Nasdaq and Semis continue to rally into market closes finishing at/near their highs of the day.
Read MoreVRA Letter: The Worst Fed Chair of My Time…and The Bond Market Agrees. An Overbought Pause in Megacap Tech Will Produce "Buy the Dip" Opportunities.
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Good Thursday morning. As I explained on my podcast yesterday, J Powell went off script at his presser and likely just made “another” policy mistake, which will be his 5th since taking the appointment to Fed Chair.
I repeat; J Powell is the worst Fed Chair of my time…
Read MoreVRA Investment Letter: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's. Investors Are Getting a Second Shot at a "Dot-com-like" Melt-up.
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Good Friday morning. As if right on cue, the semis and megacap tech stocks surged to ATH’s yesterday, in advance of Q4 tech earnings that kick off in earnest next week. When the semis (SMH), tech (XLK) and Nasdaq 100 (QQQ) are hitting new ATH’s together they’re giving us a crystal-ball road-map for the broader markets.
Read MoreVRA Investment Letter: Early Innings of Innovation Revolution. MidEast Attacks Sending PM's/Miners & Oil Higher. Q4 Earnings Begin. BTC Approved.
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Good Friday morning. The yo-yo trading of 2024 continued yesterday, however one constant proved up again; the semis (SMH) and tech (nasdaq) once again reversed sharp opening losses to finish higher on the day. Tell.
Read MoreVRA Investment Letter: 50.26% Gains for VRA Portfolio in 2023. Key Investing Notes for 2024. Latest From Rich Ross. Buy the Dip in the Miners.
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Good Thursday morning. 2023 marked 17/20 years that the VRA has outperformed the markets. The VRA Portfolio finished the year with gains of 50.26%, beating each US equity index (S&P 500, Dow Jones, Nasdaq, Russell 2000) with the Nasdaq as our closest competitor (+43.7%). Our comp each year is the Russell 2000 (similar risk profiles), which finished 2023 with gains of 15.1%.
Read MoreVRA Investment Letter: Fed Shocker. Dow Jones Hits ATH. We're in the Sweet Spot. Fed Telegraphing Begins.
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Good Friday Morning all.
Another ATH in the Dow and more leading sectors and stocks than we can count. The rest of the broad markets will soon follow right along. Then it will be “new highs beget new highs”. We’re watching a textbook, early bull market in action.
Read MoreVRA Investment Letter: Facts vs Feelings and the PSYOP of Negativity. The Fed Pivots - VRA Inflection Points Have Arrived.
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Good Thursday morning. I’m scheduled to be on Fox Business with Charles Payne this coming Monday. I think that makes 8 appearances this year. Always an honor as Charles is one of the really good guys, with a remarkable background to boot.
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