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…

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VRA Investment Update: VRA Portfolio +17.6% in 2022. Russia-Ukraine Bull Market. Hard Truths.

VRA Investment Update: VRA Portfolio +17.6% in 2022. Russia-Ukraine Bull Market. Hard Truths.

Good Thursday morning all. As we start trading today the VRA Portfolio is up 17.6% in 2022. That compares to losses of 10-14% in our broad markets. Folks, this feels like on of those years for our stocks. I remember this feeling, similar to the years we’ve put up 100-200% + net gains.

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VRA Investment Update: We Are Buyers. Ted Parsons, From the Grave. Interview with WAR. BTC & Taiwan. Russia Deja-Vu.

VRA Investment Update: We Are Buyers. Ted Parsons, From the Grave. Interview with WAR. BTC & Taiwan. Russia Deja-Vu.

Good Friday morning all.

While everyone was panicking yesterday morning, we were buyers. We never forget the people in our lives that made the biggest impressions. Professionally, that’s my first mentor Ted Parsons (RIP Ted). Ted’s mentor worked on Wall Street during the crash….

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VRA Investment Update: The Global Fascism of Psychopathic Megalomaniacs. Back Up The Truck. Gold and Miners Breaking Out.

VRA Investment Update: The Global Fascism of Psychopathic Megalomaniacs. Back Up The Truck. Gold and Miners Breaking Out.

Even as countries all over the world adopted elements of fascism (most all but Sweden, really), for those that still couldn’t see CV insanity as the “plandemic” that it is, after Canada’s invocation of the Emergency Act…full-on hard-core fascism from our northern neighbor…

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VRA Weekly Update: We Recognize This Repeating Pattern Playbook. Investor Sentiment Flashing Buy.

VRA Weekly Update: We Recognize This Repeating Pattern Playbook. Investor Sentiment Flashing Buy.

Good Thursday morning all. It has been a mixed week for our markets as higher interest rates and our leadership tech/growth stocks tend not to be besties. As we are wrapping up the worst 30 day period for the markets but also as we prepare to enter the best 7 months for the markets (October- May, going back some 70 years) …

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VRA Weekly Update: Stunningly Bullish Investor Sentiment. What Do I Have in Common With Nicki Minaj?

VRA Weekly Update: Stunningly Bullish Investor Sentiment. What Do I Have in Common With Nicki Minaj?

Good 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.

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VRA Weekly Update: J Powell with the Rare Win. Fed Meeting Bluster & Takeaway; $2.2 Trillion in Additional QE. Buy Buy Buy.

VRA Weekly Update: J Powell with the Rare Win. Fed Meeting Bluster & Takeaway; $2.2 Trillion in Additional QE. Buy Buy Buy.

Good Thursday morning all. As we have covered in previous updates, as bad as J Powells track record is (once his pressers begin the markets immediately start to tank), JP actually scored a win yesterday. When he began speaking the Dow was -309 and Nasdaq -104, but by the close the Dow was -265…

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VRA Weekly Update: Anxiety Over Jobs Reports. But Rates Will Only Go Lower, Markets Will Only Go Higher.

VRA Weekly Update: Anxiety Over Jobs Reports. But Rates Will Only Go Lower, Markets Will Only Go Higher.

Good Thursday morning all. Breaking news from the ADP jobs report this AM which came in at 978,000 jobs created vs estimate of 650,000. I can tell you that there’s some nervousness around the May jobs report that’ll be out tomorrow morning (8:30 AM EST),

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VRA Weekly Update: Excess Liquidity and Surging Corporate Earnings = Liftoff. Semis Will Lead a major Market Move Higher Into June.

VRA Weekly Update: Excess Liquidity and Surging Corporate Earnings = Liftoff. Semis Will Lead a major Market Move Higher Into June.

Good Thursday morning all. This feels as much like a goldilocks market as I can remember. You know the reasons we’re bullish…the reasons we’ve been aggressively bullish for the last 14 months…but its primarily about two issues. These are the most important two issues of any bull or bear market;

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VRA Weekly Update: We Bought The Dip in Stocks and Cryptos. US and Global Bull Markets Have FOREVER To Run.

VRA Weekly Update: We Bought The Dip in Stocks and Cryptos. US and Global Bull Markets Have FOREVER To Run.

Good 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,

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VRA Weekly Update: Coinbase is Public, Hugely Positive For Crypto's. This is "That" Melt-up Bull Market.

VRA Weekly Update: Coinbase is Public, Hugely Positive For Crypto's. This is "That" Melt-up Bull Market.

Good Thursday morning all. Quite the mid-day reversal yesterday, immediately following the Coinbase IPO. Coinbase, which we will own in the VRA Portfolio at some point soon, debuted by popping to $429/share (priced at $250), giving it a first day market cap of $100 billion,

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