Good Thursday morning. Quick hitters this AM.
As Tyler covered in yesterday's VRA Investing Podcast, as seasonal weakness continues to weigh on stocks we’re already seeing a sharp rise in put/call ratios.
Read MoreGood Thursday morning all. After solid back to back days our markets gave a bit of it back yesterday but we remain buyers into what we expect to be a solid move higher into the midterms and year end. Sentiment, seasonality and analytics are combining to make a strong case for a significant bear market rally.
Read MoreGood Thursday morning all. Yesterday's +275 point move higher in the Dow brought us to 29,500 for the first time. Post fear-mongering outbreak of the corona with lime virus US markets have now jumped by approx 5%, but the semis have rocketed 8.5% higher (semi’s lead tech, tech leads the market).
Read MoreGood 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…
Read MoreGood Thursday morning all. Impeachment headed to senate…no one seems to care…as it should be. US-China phase 1 trade deal…no one seems to care…that’s a major mistake in our view. To understand just how big of an accomplishment…
Read MoreIf you’ve been here for any length of time at all you know we have been, and continue to be bullish…on the US economy, global economy, and most certainly US stocks. I know no other way to say this but to say it as loudly as possible: EVERY FIBER OF MY DNA IS TELLING ME THAT A MONSTER MOVE HIGHER IS DIRECTLY AHEAD.
Read MoreSecond quarter earnings are beating estimates, across the board. Roughly 9% of S&P 500 co’s have reported and something like 80% have topped analyst estimates. While this is not unusual, the following is; fewer than 5% of co’s that have reported have tamped down Q3 earnings estimates.
Read MoreGood Thursday morning all. Another big green day in US and global stock markets as bears capitulate, by covering their shorts, and then add to the already surging buyside volumes by then going long themselves. This is the nature of how a big move higher in the stock market occurs…
Read MoreGood Tuesday morning all. Happy New Year! Are you ready for an off the charts incredible 2018? Because….I AM! I honestly cannot remember being this positive to start a new year. Not in my 33 years in the business. At this time last year we had a new president that got elected because he said BIG things on the campaign trail…
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"Kip's VRA financial newsletter is a MUST read for every saavy investor in this country. Disregard it at your own peril. His mantra is my mantra. Kip Herriage's newsletter is my financial Bible."
--Wayne Allyn Root
2008 Libertarian Vice Presidential candidate
Author, "The Conscience of a Libertarian"
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