TQQQ
Posted On February 05, 20260 MIN Read
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VRA Letter: SpaceX IPO & the Worlds First Trillionaire. Peace Deal with Iran Means the Primary Trends Will Return. Falcon Oil & Gas Questions.
Good Friday morning. Today's the day that SpaceX (SPCX) goes public and Elon Musk becomes the worlds first trillionaire. In 2018 Apple became the first publicly traded company to have a $1 trillion market cap (there are 14 now, globally). Today, it's Elon. How many trillionaires will there be a decade from now? For those asking “should I buy the stock after it begins trading?” If […]
June 11, 2026
VRA Letter: Bounce-back Day. Small Caps & Semis Leading (bullish). PM’s/Miners: Best Buying Opp in 18 Months. Xtract One +26% on Excellent Earnings.
Good Thursday afternoon. The US and Iran remain locked in negotiations over a potential peace deal, despite launching an exchange of air attacks for a second straight day. The US struck multiple military targets in Iran through late-Wednesday and early-Thursday, continuing to state that the attacks are “self-defense” after the downing of an American helicopter near the […]
June 11, 2026
VRA Letter: Xtract One Tech Earnings
Good Thursday morning. I’m in meetings this morning but will be back with our Letter a bit later. We’ll also be on the Xtract One Tech (XTRAF) earnings call this morning and will report back. This looks to be the most important, and certainly the most impressive earnings report from X1 to date. Here’s an […]
June 10, 2026
VRA Letter: Excellent Internals on a Bad Day. May CPI Report; a Slight Beat. Capitulation Readings in Gold Miners. Own Physical Gold/Silver, Avoid Fiat.
Good Wednesday morning. Late in the trading day yesterday we learned that Trump was planning to take fresh military action against Iran, in what they continue to call “defensive actions”, while the ceasefire remains (somewhat) intact. This sent the markets reeling mid-day although a solid afternoon rally resulted in a positive close in the Dow […]
June 09, 2026
VRA Letter: Our Bullish Themes Remain Fully Intact. Trump; Juicing the Market. China’s Warren Buffett Buys Tesla. Galaxy Digital Jumps 21%. Oil/Rates/USD.
Good Tuesday morning. Yesterday’s trading looks to have confirmed that Friday's selloff was an anomaly in an otherwise strong bull market. Our Big 3 remain: the Trump Economic Miracle, Innovation Revolution and an absolute ocean of liquidity will continue to power this market higher into the 2030’s. Dips will remain buying opportunities. From the beginning […]