VRA Investment Update: Disinflation is Here. Get Ready for 2% Inflation Next Year PLUS Fed Rate Cuts. How We Want to Play It.

VRA Investment Update: Disinflation is Here. Get Ready for 2% Inflation Next Year PLUS Fed Rate Cuts. How We Want to Play It.

Good Thursday morning. July CPI (consumer prices) gained 3.2% on an annual basis, less than the 3.3% consensus from economists estimates. On a month-to-month basis, inflation increased just 0.2%, which was in-line with estimates while year/year CPI came in at 4.7%, matching estimates. The report also said real average weekly earnings were unchanged last month, in another positive sign that the Fed can be less concerned about a wage price spiral.

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VRA Weekly Update: Fears of A Tiny Taper. The Bears Are Growling…Music to a Contrarians Ears.

VRA Weekly Update: Fears of A Tiny Taper. The Bears Are Growling…Music to a Contrarians Ears.

Good Thursday morning all. 1% losses across the board yesterday but we did see an improvement in the internals (most notably in Nasdaq where up/down volume was flat). The markets are in mini-correction mode based primarily on the 3 factors…

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VRA Weekly Update: Goldman Sachs is Getting the Idea; This is a Melt-up Bull Market. Our Eyes Are On China.

VRA Weekly Update: Goldman Sachs is Getting the Idea; This is a Melt-up Bull Market. Our Eyes Are On China.

Good Thursday morning all. Another poor jobs report (ADP) took the Dow down 323 points yesterday. Like the Obama economy, we should get used to reports like this. Soon, and take this to the bank, they’ll be manipulated to start looking better, with part time…

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VRA Weekly Update: We Bought The Dip in Stocks and Cryptos. US and Global Bull Markets Have FOREVER To Run.

VRA Weekly Update: We Bought The Dip in Stocks and Cryptos. US and Global Bull Markets Have FOREVER To Run.

Good Thursday morning all. China’s warnings about “unreasonable commodity price rises” and their latest verbal attacks against crypto’s/Bitcoin resulted in an “everything must go” sell-off yesterday morning. From stocks, bonds, commodities to cryptos,

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VRA Weekly Update: Our New Normal. With Central Bank Domination, Does Anything Else Even Matter? VRA Market, System Update

VRA Weekly Update: Our New Normal. With Central Bank Domination, Does Anything Else Even Matter? VRA Market, System Update

Good Friday morning all, The VRA System has been upgraded to 4/12 screens bullish (from 3/12). Not a significant change but the action in market leadership, internals and the tape are improving. Still, we see this as a bear market rally that will result in some form of a retest….

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VRA Update: VRA Members Podcast

VRA Update: VRA Members Podcast

Good Thursday morning all. VRA Members Podcast (17 minutes) -Thank you for your emails, feedback and research. Please, keep it coming. -Good news, hard truths and how we crush Mr Market. -5.5 million initial unemployment claims. 22 million in 4 weeks. Welcome to our depression.

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VRA Weekly Update: Wall Of Worry Move Higher. How Serious is the Coronavirus?

VRA Weekly Update: Wall Of Worry Move Higher. How Serious is the Coronavirus?

Good Thursday morning all. Bull markets love climbing a wall of worry. Bull markets actually perform better when the fear seems greatest, another testament to the power of (contrarian) sentiment as market mover. Our current bricks in the wall? Trumps impeachment trial in the senate started this week…

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VRA Weekly Blog Update: As Expected, September Fireworks. Key Housing Barometers at New Highs. Stunning Sentiment Readings Continue.

VRA Weekly Blog Update: As Expected, September Fireworks. Key Housing Barometers at New Highs. Stunning Sentiment Readings Continue.

Good Thursday morning all. Overnight we learned that US-China trade talks are back on, with mid-level talks beginning this week and the big kahoonas confabbing next month. DJ +443 as I write. Global markets are also in rally mode on the heels of Hong Kong withdrawing plans to enforce their extradition bill,

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Economic Data Points to Acceleration of Growth. We Repeat, No Recession. Capitulation Signals. Interview with WAR.

Economic Data Points to Acceleration of Growth. We Repeat, No Recession. Capitulation Signals. Interview with WAR.

Good Thursday morning all. We’re in the dog days of summer. Low volume sell-offs, like yesterday, during one of the worst months of the year (August). Not even close to a big enough reason to sell. We’re also seeing classic signs of a reversal higher as the TRIN (short term trading index) closed at 3.65.

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Coordinated Momentum, Liquidity Breakouts Continue. VRA Market and System Update.

Coordinated Momentum, Liquidity Breakouts Continue. VRA Market and System Update.

All eyes are on the G20 and Presidents Trump/Xi meeting on Saturday. Earlier this week, Treasury Secretary Steve Mnuchin stated that “we’re 90% of the way there”. I wished he had said nothing of the sort. Our view is unchanged. We’ll be surprised if a trade deal is completed…

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Locked and Loaded. Massive, Multi-Year Breakout Nearing. We Must Be Long and Strong.

Locked and Loaded. Massive, Multi-Year Breakout Nearing. We Must Be Long and Strong.

Good Thursday morning all, The move higher in stocks continues on the heels of the best week in ’19 and news of Mexico immigration/trade deal. Next up, G20 and Trump-Xi meeting, June 28–29. Does a US-China trade deal even matter? Not according to this new study…

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US-China Trade Morphing into Economic War….one that China Will Lose badly.

US-China Trade Morphing into Economic War….one that China Will Lose badly.

Good Thursday morning all. Our major U.S. indexes opened lower this morning as the U.S. administration is applying maximum pressure on China via attempts (along with US allies) to essentially shut Huawei down. Huawei is huge. As the largest telecommunications manufacturer on the planet…

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The Wall of Worry Bull Market Continues. VRA Emotions of Investing. Housing is BACK! Shocking Sentiment Numbers.

The Wall of Worry Bull Market Continues. VRA Emotions of Investing. Housing is BACK! Shocking Sentiment Numbers.

Good Thursday morning all. A staple of the strongest bull markets of my career have been their ability to overcome all obstacles as they continue hitting new highs. In Wall Street lingo it’s called “climbing a wall of worry”. Powerful bull markets feed off of fear and worry.

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Jobs Growth Blowout, Global Bull Market Will Continue to Impress

Jobs Growth Blowout, Global Bull Market Will Continue to Impress

Good Friday Morning all, Tyler Herriage here with you for today’s update. After a slow last 2–3 sessions, the markets are positive as we received the closely watched Labor Department’s monthly employment report this morning, which came in with a blowout number.

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