Did you catch Kip's Latest Interview on RAV?
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Did you catch Kip Herriage on Real Americas Voice (RAV) for Wayne Allyn Roots' new hit show “The Root Reaction” last week?
If not, I have included the link at the end of this post.
Did you catch Kip's Latest Interview?
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Check 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 MoreVRA Investment Letter: High Probability of Front-Running into the Bullish Month of July. Semis Surging; Gains of 1000% in SOXL from Bear Mkt Lows.
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Good Thursday morning. We start the week with 11/12 VRA Investing System Screens remaining bullish (record).
If you pay close attention you start to notice “personality traits” of each bull (or bear) market. I see several in this bull market…
Read MoreVRA Investment Update: New Highs Beget New Highs. The Markets Lead, The Fed Follows. Semis (Still) On Fire.
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Good Thursday morning. As our resident Fed watcher covered on his podcast yesterday after the close, J Powell’s presser contained a lot of words, but should serious investors even continue to listen to him?
After 5 major policy errors since he got the job (from Trump) in 2018, Powell and team have been (exactly) wrong far more than they’ve been right.
Read MoreVRA Investment Update: The Resilient Bull Market. All-time Highs, as the Semis Continue to Lead. GDX Still Leading.
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We have been calling this “the resilient bull market”. Coming out of Q1 earnings we’ve had some rather horrible internals…the trannies (our second most important economic indicator, behind housing) just got hit 9% in a month…
Read MoreVRA Investment Update: Fox Biz Interview. Don't Fight the Tape/Fed. Set-up into NVDA Earnings Next Week. Bitcoin and Vanguard.
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Good 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 MoreVRA Investment Update: Market Update; Rate Cuts Are Nearing; Don't Fight the Tape, Don't Fight the Fed.
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Good 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 MoreVRA Investment Update: Our "Big Bribe" Megatrends Are Playing Out. Fed Chair J Powell; A+. Our Bullish Case is Unchanged.
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Good 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 MoreVRA Investment Letter: "The Big Bribe" Continues to Play Out. Phenomenal Smart Money Setups. "Making Money" Interview.
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Good 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 MoreVRA Investment Letter: More Friendly Inflation Data with Incomes Soaring. Must Own Small Caps. Textbook Bull Market Action. Bitcoins Ramp Higher Continues.
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Good 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 MoreVRA Investment Letter: Nvidia Posts Another Stunning Quarter. BTC Halving and What It Means. Reminders of the Roaring 2020's.
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Good 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 MoreVRA Investment Letter: Evidence Builds of a "Generational" Bull Market. China is Exporting Deflation to the World.
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Good Thursday morning. Long-time VRA Members may remember that from the end of the bear market (10/13/22) we’ve written often about the “action” of this market and the fact that it’s largely been “textbook bull market action”. We’ve seen this repeating pattern again this week, as the Nasdaq and Semis continue to rally into market closes finishing at/near their highs of the day.
Read MoreVRA Letter: 9/11/01. 22 Years Later, Still Surrounded By the Lies of the Official Story
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I have posted this VRA Letter each 9/11 since 2006 (updated with relevant information/facts), when my research and due diligence made it no longer possible to remain silent.
Today marks a somber 22 years since 9/11/01.
Read MoreVRA Investment Update: Put Buying is Back. High Yield Bonds Exhibiting Remarkable Strength. VRA Commodity Watch
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Good Thursday morning. Quick hitters this AM.
As Tyler covered in yesterday's VRA Investing Podcast, as seasonal weakness continues to weigh on stocks we’re already seeing a sharp rise in put/call ratios.
Read MoreVRA Investment Update: NVDA Blowout Earnings. Jackson Hole Tomorrow. The Roaring 2020's.
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Good Thursday morning. Nvidia’s second-quarter earnings are in, and they did not disappoint. Revenues crushed the already hefty Wall Street estimates, sending shares 7% higher in premarket trading.
Read MoreVRA Investment Update: Q3 GDP Growth Est Now 5.8%. Our Roaring 20's Megatrends Hard at Work. Buffet Loves Housing.
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Last year, and well into 2023, you could throw a rock at 100 mainstream economists…grouped together like sardines…and not hit a single one that wasn’t predicting a recession (outside of Evercore’s Ed Hyman, that is). It was essentially unanimous; the US was headed into a recession and it was barreling towards us like a freight train.
Read MoreA Letter to President Trump. This is (FAR) More Important Than Politics.
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(the following is from our VRA Letter today)
We haven't covered the coronavirus insanity story in some months but I saw two things yesterday that shocked my system, as covered on our VRA Investing Podcast yesterday.
Read MoreVRA Investment Update: Disinflation is Here. Get Ready for 2% Inflation Next Year PLUS Fed Rate Cuts. How We Want to Play It.
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Good Thursday morning. July CPI (consumer prices) gained 3.2% on an annual basis, less than the 3.3% consensus from economists estimates. On a month-to-month basis, inflation increased just 0.2%, which was in-line with estimates while year/year CPI came in at 4.7%, matching estimates. The report also said real average weekly earnings were unchanged last month, in another positive sign that the Fed can be less concerned about a wage price spiral.
Read MoreVRA Investment Update: Q2 Earnings; What Recession? Record Liquidity Will Keep Driving Stocks Higher.
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Good Thursday morning. A bit of air is coming out of the tech melt-up move higher this AM, post earnings reports, as Netflix (-6%), VRA 10-bagger Tesla (-4%) and IBM (-2%) are each selling off this AM. The moves higher in each has been parabolic this year and with our markets trading at extreme overbought levels on the VRA System, a shake-out does not surprise. Nasdaq is -120 in premarket.
Read MoreVRA Investment Update: Soaring Transportation and Housing Industries; It's Boom Time.
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Good Thursday morning. So I’m working out this morning when Delta Airlines reported earnings…a record beating quarter for both revenue and earnings…which included the statement that they are ordering a massive number of new planes to keep up with soaring travel demand…
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