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

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…

Read More

VRA Investment Letter: The Comeback Kids America-Saving, Landslide Election. It's Morning in America, Again. The Trump Economic Miracle Meets The Roaring 2020's "Innovation Revolution".

VRA Investment Letter: The Comeback Kids America-Saving, Landslide Election. It's Morning in America, Again. The Trump Economic Miracle Meets The Roaring 2020's "Innovation Revolution".

Are You Kidding Me!

Like many of you, we’re operating on no sleep and still half-shocked. President Trump (45, 47) delivered an epic, superhero-like election comeback bombshell that will go down as the greatest political story in modern history. It’s morning in America, again. God just blessed us, again. And yes, Americas best days are directly ahead.

Read More

VRA Investment Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It.

VRA Investment Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It.

Good 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 More

Did you catch Kip's Latest Interview?

Did you catch Kip's Latest Interview?

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 More