VRA 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".
/Good Thursday morning. So, it turned out just as we all expected… :)
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.
Democracy was absolutely on the ballet, but while the legacy media thought that stark warning would bring votes to Harris, the reality was exactly the opposite as voters loudly rejected communism, censorship, a corrupt Deep State and never-before-seen levels of gaslighting, projection and bald-faced lies.
Americans turned out and stepped up, with Trump/R’s making it a clean sweep, taking the Senate and (90% likely) the House as well. This was a change election. An election that will splinter the Dem Party to the winds.
Our Big Bribe megatrend “The red-pilling of America” turned out to be real and extraordinary bullish for America.
Yes, we called it and yes, we got each of our “election barometers” right.
Here are our election tells from this week, along with the outcome as of this AM:
1) The broad market; equity futures are ramping this AM, featuring 2–3% moves higher in our major indices (Dow Jones +1200) and a big 6% move higher in small caps.
2) Tesla; TSLA…our key election barometer…is soaring 12% yesterday and now nearing $300, a 52 week high.
3) Interest rates; as expected, rates jumped yesterday, with the 10 yr @ 4.43%.
4) Bitcoin; The birth of the “Bitcoin Presidency” saw BTC hit ATH’s of $76,000 overnight (last $75,900).
5) Trump Media; up 33% ($44), after trading as high as $54 this yesterday.
The Trump Economic Miracle Meets The Roaring 2020’s “Innovation Revolution”
Trumps quote last night from Mar-a-Lago summed it up best: “This will be remembered as the day the American people regained control of their country.”
In addition to being the greatest comeback in US history, last night was a broad mandate for the Trump Doctrine, featuring The Trump Economic Miracle, part 2. Get ready for more tax cuts, more sweeping deregulation and yes, more tariffs (used as a carrot, or a stick, the world’s choice).
Each of our 5 Big Bribe Megatrends remain firmly intact and now, on hyperdrive. Frankly, we won’t have much to change…we are positioned beautifully in the VRA Portfolio.
Also big; the legacy, fake news MSM is officially dead. As Musk said last night, “now, we are the news”. From this point on, fake news scam artists will be punished, accordingly.
Also exciting is the fact that victimhood will be viewed as a material weakness and deep character flaw. These power-hungry power brokers will be shunned. Outcasts.
And yes, should he want it, revenge will be Trumps. Countries without extradition treaties with the US will see air travel pick up. Lots of scared DC fraudsters this AM.
VRA Bottom Line: those that choose will have the opportunity for prosperity and wealth creation like we’ve not experienced in this country, for decades. Know that. We look very forward to this bright future with you.
Are You Bullish Enough?
- Seasonality. We’re in the best 3 months of the year (November- February), especially for semis/tech/small caps.
- After Trump won in 2016, over the next 14 months the S&P 500 rose 29% with Nasdaq soaring 39%. The smart money is front running this right now.
- As has been the case for two years, we are in a generational bull market and the Roaring 2020’s. Watch what happens as the $6.5 trillion in money markets begins to find its way into stocks.
- The “Trump Economic Miracle” (tax cuts, massive deregulation, tariffs) is meeting the “Innovation Revolution”. Most of Wall Street has little to no idea how insanely bullish this will prove to be.
VRA Bottom Line: this is a red-pilled, melt-up bull market that will take the Dow Jones to 100k and Nasdaq to 40k.
Until next time, thanks again for reading…
Kip
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