VRA Investment Letter: What a Time to Be Alive. "The Big Bribe" Continues to Play Out. Another Significant Contrarian Set-up
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Good Friday morning. What a time to be alive. What a time to be an American.
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VRA Investment Letter: Bull Market Tells. NVDA; Another Massive Beat. Our Base Case Remains Unchanged. A Personal Note.
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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…
Read MoreVRA 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".
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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.
Read MoreVRA Investment Letter: Harris Implodes While Bret Baier Delivers. Market Leading Semis Surging. Nuclear, Fuel of the Future. Gold ATH.
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Good Thursday morning. With less than 3 weeks to go to the election our political coverage will likely ramp up. That’s the case this morning, following Harris’ interview last night with Fox’s Bret Baier…
Read MoreVRA Investment Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It.
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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%.
Read MoreDid 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 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: 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.
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