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. 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. 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 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. 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. 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 MoreGood Thursday morning. Following the parabolic move higher in each major US equity index from the 10/27 lows…just as seasonality was turning bullish…on the VRA System we now have each index hitting extreme overbought levels, but importantly this is only on our shortest term momentum oscillators. Combined with the shockingly bullish technical signals that we’ve seen over the last 8 trading days it remains our view that important lows are in place and that pullbacks from here should continue to be bought (if we have pullbacks, that is).
Read MoreGood Friday morning all. Some interesting data here; for the last 6 months the markets have sold off into today’s options expiration, with those Friday lows marking THE lows into months end. And here’s MORE bullishly compelling data from our investor sentiment surveys.
Read MoreGood Thursday morning all. China’s warnings about “unreasonable commodity price rises” and their latest verbal attacks against crypto’s/Bitcoin resulted in an “everything must go” sell-off yesterday morning. From stocks, bonds, commodities to cryptos,
Read MoreGood Thursday morning all. This week’s surge higher in US stock prices was credited to Trumps trade deal with Mexico and as details begin to emerge, we’re learning just how serious Trump has been about “actual free trade” all along. We’ve covered this here often;…
Read MoreIf you had a chance to listen in last night, you know that Wayne and I covered a lot of territory. 2017 has been nothing short of remarkable…alternate universe kind of stuff. The gurus and pundits, once again, got just about everything wrong:
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"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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