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;

Read More

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,

Read More

VRA Weekly Update: Inflation Running Hot. Sell The Rumor, Buy The News. Bear Trap.

VRA Weekly Update: Inflation Running Hot. Sell The Rumor, Buy The News. Bear Trap.

Good Thursday morning all. Another “must watch” monthly economic report was out yesterday as the April CPI came in hot at 0.8% vs consensus estimate of 0.2%. But let’s be real…like the April jobs report, none of these monthly reports are actually “must watch”.

Read More

VRA Weekly Update: Do Not Sell in May and Go Away. Fearful of Higher Interest Rates? We Should Pray for Higher Rates.

VRA Weekly Update: Do Not Sell in May and Go Away. Fearful of Higher Interest Rates? We Should Pray for Higher Rates.

Good Thursday morning and welcome to the first trading week of May. As we have covered in these pages each year, from 2003 on, May to October are the markets worst 6 months of the year with >90% of all stock market gains occurring from November to April.

Read More