Some quick political/economic hitters to start the day… 1.) The last two nights of Dem debates…holy batshit crazy…what a circus. Judging solely from the feedback of long term moderate D’s, the left has gone completely off the rails. Until we see evidence to the contrary, the US remains a center-right country.
Read MoreWe are in the early innings of an economic boom. If you’ve been positive on the Trump economy these past 2.5 years you’ve no doubt been called every name in the book. My favorite is when permabear trolls call me a racist bigot Russian puppet…all because I am bullish on the US economy…
Read MoreGood Friday morning all. The June jobs report is in and the number is a big beat. 224,000 jobs created with only minor revisions lower over the last 2 months. The bears will tell us that this should send stocks lower, as it removes the odds of a rate cut later this month. Ignore the bears…keep buying our VRA Portfolio buy recs.
Read MoreAll eyes are on the G20 and Presidents Trump/Xi meeting on Saturday. Earlier this week, Treasury Secretary Steve Mnuchin stated that “we’re 90% of the way there”. I wished he had said nothing of the sort. Our view is unchanged. We’ll be surprised if a trade deal is completed…
Read MoreFollowing Wednesday’s Fed meeting, where J Powell finally admitted that the Fed got 2018 completely and terribly wrong, US equity markets are celebrating the Fed’s apology this morning. DJ +230 with precious metals and the miners breaking out across the board.
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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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