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.

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: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's. Investors Are Getting a Second Shot at a "Dot-com-like" Melt-up.

VRA Investment Letter: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's. Investors Are Getting a Second Shot at a "Dot-com-like" Melt-up.

Good Friday morning. As if right on cue, the semis and megacap tech stocks surged to ATH’s yesterday, in advance of Q4 tech earnings that kick off in earnest next week. When the semis (SMH), tech (XLK) and Nasdaq 100 (QQQ) are hitting new ATH’s together they’re giving us a crystal-ball road-map for the broader markets.

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