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Posted On November 07, 20230 MIN Read
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June 17, 2025
VRA Letter: War Drama Drives Everything. VRA “Tells”. VRA Portfolio; Positioned to Beat the Market. Falcon Oil & Gas Announces Flow Rates.
Good Tuesday morning. Markets continue to swing on news out of the Middle East, however oil remains stuck in the low $70’s with the VIX at just 20. Not exactly a ringing endorsement for the start of WW3 but you wouldn’t know it from the talking heads reminding us daily that "WW3 has already begun". […]
June 16, 2025
VRA Letter: War Risks and Tells. US Economy is Entering Hyper-Growth Phase. Portfolio Notes; TSLA, GME. Tyler’s Interview on Schwab Financial Net
Good Monday morning. Friday’s “bullets flying” market action played out essentially as history suggested it would. Oil, gold and the VIX spiked higher, but the gains were muted after the open with the S&P 500 and Nasdaq closing down just 1.2% on the day. This morning gold is down $19/oz to $3433 with oil down […]
June 13, 2025
VRA Letter: Watch Tyler on the Charles Schwab Network @ 2:30 est. Market Update; Tame Trading for our Teflon Bull.
Good Friday afternoon. Heads up: Tyler will be on the Charles Schwab Financial Network at 2:30 est. Hope you can join us! https://schwabnetwork.com/ Market Update Following the onset of Israeli military action against Iran we’ve seen tame trading, essentially right from the open today. Golds gains have remained in the 1.4% area (last: $3450) with oils gains […]
June 13, 2025
VRA Letter: Israel Attacks Iran.
Good Friday morning. Stocks and bitcoin are down, while gold and oil are climbing, as Israel begins fresh military attacks against Iran. I’m out of the office until mid-day but here are my early thoughts. Last April, Israel attacked the Iranian consulate in Syria, which kicked off a 7% decline two weeks in the S&P […]
June 12, 2025
VRA Letter: Risk-off Vibe. Gold & Miners; Rocketships. Portfolio News: SMR, GME, TSLA. Fox Business. Monetary Malpractice.
Good Thursday morning. It’s a bit of a risk-off vibe this morning on the heels of fresh tariff threats, the tragic Air India Boeing 787 crash (Boeing is down 7%) and increased risks of Israeli military action against Iran. As you’ve no doubt seen, the war mongers in the military industrial complex are feeding their […]