VRA Investment Letter: Readings of Extreme Fear, Everywhere We Look. Stay The Course.

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VRA Investment Letter: Readings of Extreme Fear, Everywhere We Look. Stay The Course.

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. 

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VRA Investment Letter: Fox Business with Charles Payne. Keys to Success in this “Generational Bull Market". Why the Move in Gold is Just Getting Started; Honest Price Discovery.

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VRA Investment Letter: Fox Business with Charles Payne. Keys to Success in this “Generational Bull Market". Why the Move in Gold is Just Getting Started; Honest Price Discovery.

Heads up; I’m scheduled to be on Fox Business “Making Money with Charles Payne” in the 2PM EST hour. Hope you can join in (I’ll post the exact time on X). 

Personal note: I wanted to take a second to say thank you for being here with us…

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VRA Investment Letter: VRA Quick Hitters - 2025 Returns, Government Shutdown, Value Stocks Catch-Up, Gold & The Miners.

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VRA Investment Letter: VRA Quick Hitters - 2025 Returns, Government Shutdown, Value Stocks Catch-Up, Gold & The Miners.

Good Friday morning. We have a few VRA Quick Hitters for you this AM:

1.) 2025 Returns: Broad Market & VRA Portfolio…

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VRA Investment Letter: "War Zone". The Trump Economic Miracle 2.0. The Truth About Economic Growth, Tariffs & Inflation.

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VRA Investment Letter: "War Zone". The Trump Economic Miracle 2.0. The Truth About Economic Growth, Tariffs & Inflation.

Heads up: I’ll be on Wayne Allyn Root’s hit new podcast (with The Gateway Pundit) tonight at 7:30 EST. Stream via Waynes X account, Rumble, TGP, etc. Hope you can join us as we discuss the Trump Economic Miracle 2.0 and some of the bullish topics we talk about here daily.

Macro Update: The Trump Economic Miracle 2.0…

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VRA Investment Letter: "Making Money" @ 2pm est. ST Overbought with Another "Breadth Thrust" Buy Signal. FIFO.

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VRA Investment Letter: "Making Money" @ 2pm est. ST Overbought with Another "Breadth Thrust" Buy Signal. FIFO.

Good Thursday morning. Heads up: I’ll be on Fox Business “Making Money” with the excellent Charles Payne in the 2PM EST hour. Hope you can join us! 

We have a lot to get to this morning…

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VRA Investment Letter: A Dovish Fed Meeting with "Transitory" Inflation from Tariffs. Wayne Root's Message to President Trump. Gold ATH.

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VRA Investment Letter: A Dovish Fed Meeting with "Transitory" Inflation from Tariffs. Wayne Root's Message to President Trump. Gold ATH.

Good Thursday morning. As expected, yesterday’s FOMC statement and Powell presser was dovish. The markets liked it…

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VRA Investment Letter: Bull Market in its Infancy. Once Again, the Semis Are Leading. Trump Orders Audit of Fort Knox

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VRA Investment Letter: Bull Market in its Infancy. Once Again, the Semis Are Leading. Trump Orders Audit of Fort Knox

Good Friday morning. Yes, some of our leading indexes/sectors reached (short term only) overbought levels this week, and yes, seasonality is not great for this stretch of February, but we repeat; this is not a market that we want to be anything other than “long”

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VRA Investment Letter: What a Time to Be Alive. "The Big Bribe" Continues to Play Out. Another Significant Contrarian Set-up

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VRA Investment Letter: What a Time to Be Alive. "The Big Bribe" Continues to Play Out. Another Significant Contrarian Set-up

Good Friday morning. What a time to be alive. What a time to be an American.

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