VRA Investment Letter: Q3 GDP 4.4%. The “Big 3” Continue to Power the Economy. Gold and Silver Stand Alone. Trump: Greatness is Our Birthright.

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VRA Investment Letter: Q3 GDP 4.4%. The “Big 3” Continue to Power the Economy. Gold and Silver Stand Alone. Trump: Greatness is Our Birthright.

Good Thursday morning. Breaking: Final Q3 GDP is in with growth of 4.4% vs estimates of 4.3%. Beginning last summer we were the first strategists in America (that we are aware of) that began forecasting GDP growth would surpass 5% by Q3 2026. With the Atlanta Fed’s Q4 GDPNow estimate of 5.4% growth, it looks like the Trump Economic Miracle will beat our GDP estimates to the punch.

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VRA Investment Letter: Bull Market Tells. NVDA; Another Massive Beat. Our Base Case Remains Unchanged. A Personal Note.

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VRA Investment Letter: Bull Market Tells. NVDA; Another Massive Beat. Our Base Case Remains Unchanged. A Personal Note.

Good Thursday morning. Another day featuring sharp early morning losses, followed by a strong rally in the afternoon which saw the Dow Jones rally close to 400 points off of the lows. That’s back to back days, one featuring a straight up move in Nasdaq and one day in the Dow Jones…

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