VRA Letter: RIP Charlie Munger. The Fed Pivots – VRA Inflection Points Have Arrived. Next up; Fed Front-Running. Rich Ross. VRA Quick Hitters.
Good Wednesday morning. Charlie Munger, one of the most effective and well-known investors of our era passed away yesterday at the age of 99. Known as the right-hand man of Berkshire Hathaways head, Warren Buffett, Munger helped take Berkshire from a basic textile manufacturer to an investment empire worth almost $800 billion. Legend. RIP Charlie. The Fed Pivots […]
VRA Letter: A “Back up the Truck” Moment is Nearing. Best Buying Opp Since the 10/13/22 Lows. Sentiment, Seasonality and Technicals Confirming.
Good Wednesday morning. We entered September with the view that it would likely be a rocky month. With 3 trading days left in the month Nasdaq is down nearly 7%, while the S&P 500 and Dow Jones have lost 5.2% and 3.4% However, we are nearing the best buying opportunity for stocks since the 10/13/22 bear market capitulation and corresponding birth […]
VRA Letter: 2023; a Year of Textbook Action & Pattern Recognition. Our “Inflection Points” Have Arrived In Rates & USD. Massively Important Moves Developing.
Good Thursday morning. Textbook trading. That’s what 2023 has delivered, to date. I cannot recall a more reliably consistent year. There are 4 major investment themes and trading patterns that have produced extremely reliable and consistent action all year. If you’re into pattern recognition/repeating patterns, take note:
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VRA Letter: Fox Business With Charles Payne Today @ 2PM EST. Fed Chair J Powell; A+. Our Bullish Case is Unchanged. Pounding the Table; Semis, Tesla and Bitcoin
Good Thursday morning. Heads up; I’m scheduled to be on Fox Business "Making Money” with Charles Payne in the 2PM EST hour. Lots to talk about (as we’ll cover next) and we hope you can join us. Fed Chair J Powell; A+ Since Powell became Fed Chair (2018) few have been more critical of the jobs […]
VRA Letter: VRA Quick Hitters
Good Wednesday morning. Quick Hitters this AM 1) All eyes are on the Fed’s FOMC statement at 2PM EST, followed 30 minutes later by J Powells presser. We think we can save you some trouble and maybe some anxiety…today “should” be a nothing burger….which means the markets should like it. We’ve had slight misses to […]
VRA Letter: Our “Big Bribe” Megatrends Are Playing Out. Tesla FSD Approved in China; Shares up 13%. Xtract One Receives DHS Approvals. China FOMO
Good Monday 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. Combined with our "5 Megatrends”, we’ve entered an innovation revolution that […]
VRA Letter: The Roaring 2020’s Meets The 4th Industrial Revolution. VRA Portfolio AI/tech Buy Recs. Latest From Dan Ives, Bryan Rich and Rich Ross.
Good Friday morning. Yesterday after the close both Google and Microsoft announced big Q1 earnings beats, sending their shares higher by 12% and 4%. It’s all about the innovation revolution. Google grew revenues by 15% and net income by 57%. Microsoft grew revenues by 17% and net income by 20%, with both investing record amounts back […]
VRA Letter: GDP Miss and Inflationary Hit. Semis Leading Higher. Tesla’s Musk Vs Zuck; This is How You AI. VRA 10-Bagger News; Snowline Gold, Xtract
Good Thursday afternoon. The US economy continued growing in Q1, albeit at a slower pace, as inflationary concerns push back rate cut hopes into Q4. GDP grew at a 1.6% annual rate in Q1. This lagged the 2.4% growth rate projected by economists. This mornings report also showed that inflation was higher than expected. Excluding food and energy prices, […]
VRA Letter: Out of Office
Good Thursday morning. We’re out of the office in meetings this morning. Please join us for our VRA Investing Podcast after the close. Until next time, thanks again for reading. Kip Please join us each day after the market closes for our Daily VRA Investing Podcast! @ https://vraletter.com/podcasts/ And check Out Our Latest (now daily podcast!) Videos on Rumble... Continue […]
VRA Letter: Alert: Bought SOXL. Tesla Q1 Earnings; The Future is Arriving. Interview with Wayne Root.
Good Wednesday morning. VRA Alert: yesterday we added a new position in SOXL (3 x Semi EFT), taking us to 150% long SOXL. We bought SOXL @ $34.25. The VRA Portfolio in your VRA Members Site will be updated later today to reflect this. We are aggressively long the semis because we see this is “that" bull market […]
VRA Alert: Buy SOXL. Tesla; Update on our VRA 10-Bagger, with Earnings After the Close.
Good Tuesday afternoon. We look to be getting confirmation that the pause in our new generational bull market may already be over, with strong gains across the board, led by the semis (+2.5%) followed by Nasdaq +1.75%, both of which are leading the broad markets higher. Again, textbook bull market action. And check out these […]
VRA Letter: The Root Reaction, Tonight at 10EST. SOXL; We’re Close. Bitcoin; Halving Completed, Demand Surge is Next. Latest From Rich Ross and Bryan Rich.
Good Tuesday morning. Heads up: I'll be on "The Root Reaction" tonight at 10 PM EST. Waynes new show on Real Americas Voice is the talk of the network…and there’s no truer conservative or stronger American Patriot than Wayne. Really looking forward to being on and hope you can join us! VRA Pre-Alert: we’re very close to taking […]
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ERXBUY
Direxion Daily Energy Bull 2x Shares
SOXLBUY
Direxion Daily Semiconductor Bull 3X Shares