Good Friday morning. We have a few VRA Quick Hitters for you this AM:
1.) 2025 Returns: Broad Market & VRA Portfolio…
Read MoreGood 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…
Read MoreGood Thursday morning. As expected, yesterday’s FOMC statement and Powell presser was dovish. The markets liked it…
Read MoreGood Friday morning. What a time to be alive. What a time to be an American.
Read MoreGood Friday morning and Happy New Year! 2024 was another strong year for stocks, marking back to back years with gains of more than 20% in the S&P 500. In the VRA Portfolio we finished the year with gains of 27.1%. While it didn’t match 2023’s gains of 50.26%, it did mark 18 of 21 years that we’ve beaten the market.
Read MoreGood Thursday morning. Heads up; I’m scheduled to be on Fox Business with Charles Paynes “Making Money” in the 2PM EST hour. Hope you can join!
This remains “that” bull market. The bull market that surpasses the 1995–2000 dot-com melt-up, except this move higher
Read MoreAre 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.
Read MoreGood Thursday morning. With less than 3 weeks to go to the election our political coverage will likely ramp up. That’s the case this morning, following Harris’ interview last night with Fox’s Bret Baier…
Read MoreGood Thursday morning. If you look up “wall of worry” in the dictionary you might just find a picture of the current set-up for our bull market...
Read MoreGood Thursday morning. Heads up; I’ll be on Wayne Allyn Roots new hit show on Frank Speech (Frank Network) tonight at 7:30 PM EST. Wayne, as many/most reading this know...
Read MoreGood Thursday morning. The Feds rate cutting cycle has arrived. Going against 90% of economists predictions…who predicted a .25% rate cut…J Powell and the Fed actually got this one right by cutting by .50%.
Read MoreCheck out Kip’s latest interview on The Root Reaction with Wayne Root.
As we see it, too many remain in the dark about the generational bull market underway, featuring soaring corporate earnings, led by consumers & companies in their best shape in decades.
Read MoreGood Thursday morning. It’s always great being on with Charles Payne. There aren’t many smart-money “talking heads”, but Charles is one of them. The reality is that the vast majority of media personalities know that “fear sells” so they pander to worst-case scenarios
Read MoreGood Thursday morning all.
This morning the Bank of England’s messaging made it clear that they will soon be cutting rates. The ECB is very close to that same decision. We expect both central banks to cut rates in June…
Read MoreGood 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…
Read MoreGood Thursday morning. We’ve dedicated much of the last week's VRA Letters to the “war risks” and corresponding action in the broad markets. We’re now just a few days away from Q1 tech earnings kicking off in style, with high profile names Tesla (next Tuesday), META (Wednesday) and Alphabet, Amazon, Intel and Microsoft set to report next Thursday. We see a great setup unfolding…
Read MoreGood Thursday morning. To start the week we barely had a day of (some) selling pressure in US equities and the same people that rarely (if ever) beat the markets are already warning of a severe market correction.
Read MoreGood Thursday morning. After spending more than a year writing “The Big Bribe” Tyler and I published it just prior to the 10/13/22 bear market lows. We forecast a boom time in America, with the Roaring 2020’s as the theme.
Read MoreGood Thursday morning. These short term mini-pauses have done wonders for the overbought readings on our VRA Investing System. Today, even as our markets are just off of all-time highs, those overbought readings are gone. This market still has room to run.
Read MoreGood Thursday morning. The AI “king of the hill” did it again yesterday with Nvidia posting (another) quarter with absolutely stunning growth.
NVDA Bottom Line, as Tyler outlined in his podcast yesterday:
- Earned $5.16/sh, beating already sky-high estimates of $4.64/sh.
- Revenue also came in above expectations, totaling $22.1 billion vs forecasts for $20.5 billion.
Read More
"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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