Good Thursday morning. Our 3-day streak of solid gains will be challenged today on the back of Google’s earnings miss last night. GOOGL is trading down 11% on the news. Microsofts beat hasn’t been enough to offset it (MSFT +2%). 

Once again…

Good Thursday morning. Here we go again..and it’s the exact point that the president has made often…good economic news is perceived as bad news for the stock market. 

With multiple economic data points released yesterday, broad-based acceleration in the economy...

Good Friday morning.

I have posted this VRA Letter each 9/11 since 2006 (updated only with relevant facts), when my research and due diligence made it no longer possible to remain silent.

Today marks a somber 25 years since September 11, 2001.

Good Thursday morning. In chart after chart we see the same thing; following recent ATH’s in each of our major indexes, significant coiling has been taking place underneath the surface. “Coiling” represents the markets waiting on a near term catalyst(s) that will either extend the primary trend (higher), or potentially signal further consolidation may be required first.

Good Friday morning. Before we get to today’s Letter, there is one important point to remember: we are still extraordinarily early in this bull market. The permabears that like to fear monger us into being tempted to remove money from the markets should be actively ignored and avoided…

Good Friday morning. Breaking: the jobs report for April is in and it’s another beat to the upside. 117,000 jobs were created, beating the estimate of 65,000, with private payrolls almost doubling previous estimates. The unemployment rate stays unchanged at 4.3%. For a comp, take a look north at our neighbor Canada, which just reported a miserable unemployment rate of 6.9%…

Good Thursday morning. We’re seeing important technical and fundamental…and yes, contrarian indicators that point to a near-term “sharp” move higher in the markets and a continuation of this generational bull market. Our call from Monday was that the Monday lows would be THE lows and on a closing basis…

Good Thursday morning. 

For our newer VRA readers, welcome….it’s great having you with us. We encourage you to stay locked in over the months and years to come, as we continue on our mission to “Crush Mr. Market”.

Good Thursday morning.

Brief recap of where things stand with the VRA Investing System. Based on the lessons learned from my mentors (Ted Parson, Underwood Neuhaus and Michael Metz, Oppenheimer) I’ve spent the last 40 years building the VRA System. The VRA Investing System is made up of 12 screens, 70% fundamental and 30% technical. ..

Good Thursday morning. Following yesterdays strong jobs data and solid open we had a mid-day shakeout that took the markets from 1% higher to 1% lower, in fairly short order…

Good Thursday afternoon. I was going to do a deep dive on yesterday’s Fed meeting and presser with J Powell, but frankly, it’s not worth our time and energy…

Good Thursday morning. As we’ve covered extensively over the last 3 years, we have entered a “structural” bull market that will carry US stocks sharply higher through at least 2030. The Roaring 2020’s combined with our "Big 3”…

Good Thursday morning. Before we get to the latest market moving news, here are our full year returns for 2025, and what you can expect from the VRA in 2026.

Good Friday morning. Over the last couple of weeks we’ve talked about the reasons for this short term liquidity-led shakeout, including yesterdays massive intraday reversal which began exactly as (fired) Fed Governor Lisa Cook was giving a speech where she warned extensively of a “sharp market reversal” (In no way do I believe this was a coincidence). However, what’s more important this morning is covering where we are and what comes next. 

Good Friday morning. Today we’ll cover some of the “chinks in the armor, of this market, then we’ll get to the government shutdown, and finally we will wrap the week with the markets and economy…