VRA Investment Update: Our "Big Bribe" Megatrends Are Playing Out. Fed Chair J Powell; A+. Our Bullish Case is Unchanged.
/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…
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