VRA UPDATE: PERFECT STORM BREWING FOR 1200% GAINS
/VRA UPDATE: PERFECT STORM BREWING – TIME FOR 1200% PLUS GAINS - AGAIN
Each week I run every indicator and chart that the VRA Trading & Investing System is comprised of, and as I have been predicting, a perfect storm looks to be brewing. I believe those that take action will see their portfolios skyrocket over the next 6-12 months, specifically in the individual sectors and stocks that the VRA recommends.
Roughly 4 years ago I turned bullish on the stock market, and while we have seen the market move sharply higher, we have yet to see what is commonly referred to as the “blow-off phase” of this bull market. As I’ve been predicting, I believe that phase is now underway, and barring some unforeseen black swan event, a short term move higher of roughly 30% in the Dow and S&P could be right in front of us, with far greater gains available to those invested in the best sectors and stocks.
Major bull markets in equities…and yes, this one certainly qualifies…go through specific phases. A bull market begins in a sell-off crash low, which we saw in 2009 at the height of the financial crisis panic lows (March 2009, which the VRA nailed within 30 minutes), followed by a series of higher highs and higher lows over a period of several years. The final phase of major bull markets is the most explosive. Typically, bull markets like this do not end until we see real froth in the markets. Think back to 1999-2000, and the dot com melt-up in stocks, and you’ll know exactly what I am talking about.
Based on everything that I see technically, this final move higher is now underway. These are the 10 most important indicators that the VRA Trading & Investing System follows, and importantly, the fundamentals are confirming the technicals.
Bullish Fundamentals
I write about the fundamental reasons to be bullish fairly frequently, and we covered them on our most recent VRA Global Investment Call, but let’s take a look at them all in one place.
Briefly, here are the most important fundamental reasons that tell me a major move in the markets is on the way:
One: Climbing a Wall of Worry – bull markets tend to ramp higher when the investing public is negative and under-invested. We see this exact environment now with just 35% of the public invested in stocks (versus more than 70% in 2000). Contrarians are always the biggest winners.
Two: Election Year Cycle – the 3rd year of an election year is far and away the best year to be invested in stocks.
Three: Stock Buybacks and M&A Activity – mgt teams are buying back shares of their own companies at a near record pace. In addition, favorable tax laws are taking mergers and acquisitions to all time highs. Corporate inversions, which allow co’s to base their headquarters in more tax friendly countries and pay 20-30% less in total taxes, are a major reason for this, and with the risk of this loophole closing we can look for M&A activity to grow larger still.
Four: Central Banks, QE and more than 20 countries slashing interest rates in an ongoing currency war tell us that stocks are the only place to be for your investment dollars. In addition, outright equity purchases by central banks, which has moved from conspiracy theory to conspiracy fact, tell us that we have a serious floor underneath stock prices. Any decline will be met with buying.
With interest rates at record low levels globally, where else are investors supposed to put their money??
Five: M2 Money Supply – with money supply growing by 7.3% in the US, and rising, serious cash is being forced into the economy by the FED. Again, “Don’t fight the tape, don’t fight the FED” continues to be the theme of this bull market.
The 5 fundamental points above tell us that we WILL see a blow-off phase in stocks…and now is the time to be positioned for the move higher.
VRA PORTFOLIO NOTES:
One: Precious Metals – it’s looking more and more like the VRA caught the November 2014 lows in precious metals and mining stocks. Not only have we seen a double bottom in gold, but mining stocks are giving us a very important chart pattern of higher highs and higher lows…exactly what technical analysts expect when a major move higher is beginning. Over the last two weeks, the Dow has increased by 1.3%, however the GDX (mining stock index) is up a very impressive 12.5%.
Folks…talk about a perfect storm for precious metals. With 3.5 years of lower gold and silver prices, a huge number of mining co’s can no longer afford to explore. A combination of rising mining costs (thank you core inflation) plus falling gold/silver prices, have given us the perfect scenario for the next great bull market in PM’s and the miners. WE WILL MAKE FORTUNES IN PM’s AND VRA RECOMMENDED MINING STOCKS GOING FORWARD.
Two: Bull Market Positions. With my call for a big move higher in the overall stock market, make sure you own our top ranked selections. Our gains of 1200% from the past 14 months will be repeated...and more.
Important Point: Going forward, the VRA will be more aggressive in taking profits in these positions. Stay tuned for more info, but here’s the game plan. As the market gets overbought, we will look to take profits more frequently…then buy our positions back once they pull back in price. This gives us the opportunity for 200-300% gains in selected positions each year, rather than 50-100% gains.
The most explosive stage of this bull market is in front of us. Make sure you are positioned for another year of 1200% plus gains.
Until next time, thanks again for reading…make it a great week.
Kip
@kherriage (follow me on Twitter)
If you would like to subscibe to the VRA and save more than 70% off of the annual price, email me at: verticalresearch@mindspring.com