In today’s episode, Kip dives into a dynamic market update as the S&P 500, Nasdaq, and Dow Jones all close at fresh all-time highs, while small caps lag behind. Kip breaks down the effects of political headlines like government ...
Don’t look back because the market is closed. Good Thursday afternoon everyone. Kip Herriage here with the daily VRA investing podcast. Hope you had a good day today. Market certainly did all time highs across, well not small caps, but except for that S&P 500 Nasdaq, Dow Jones each hitting fresh all time highs today. And you know, there was a bit of a low on the market today. I wasn’t watching this because I refused to watch cnbc. My, my, I gotta tell you, my investing success has gotten even better because we’ve had a pretty good run here for many years.
But not watching cnbc, I don’t like that. I don’t like that cancer, you know, in my head. And but today the reason I bring cnbc, the other vampire squid, of course Goldman Sachs is the, is the, the original vampire squid sticking its blood sucking tentacles in anything that moves, financially speaking. That’s with that’s crediting Matt Taibbi for that quote from a great piece about Goldman Sachs, the financial crisis back in, I believe he wrote that in 2010. It’s the seminal piece on the financial crisis. Recommend that everyone read that. It is just. And no, again, not a single person not only didn’t go to jail, there was not a single person indicted for the financial crisis.
[00:01:14]:
And that criminality, I mean that’s, they just, they basically took control of the U.S. economy. You know, again, all of this, all of this nonsense started this authoritarian, truly authoritarian takeover started with 9, 11 because so few people, so few people had the courage or the intelligence or the curiosity to ask tough questions. And then because look, we can get away with this, we can get away with anything. And look what they’ve done.
But anyway, back to the markets and cnbc. Scott Best today was on CNBC and they were asking him about, about the shutdown. You know, and if anybody knows the history of shutdowns, you know that the markets actually like it. Markets go up during, during shutdowns and we also know that the markets do better when Congress is not in session, like dramatically so, so there’s no reason the market should be hitting all time highs here.
But, but the market got hit a little bit midday into negative territory when Bessant said we may see some slower growth, may see some slower GDP growth because of the shutdown. And you know, again, the markets use anything like that as an opportunity. Of course that’s a buying opportunity and that’s what it proved to be. But I really like what Trump has had to say about it. Just he’s in your face with It. And again, you know, we can, we can all say there are things about the president that we don’t care for, but I mean, look at the alternative. So, I mean, thank God. Thank God this band’s a look.
[00:02:45]:
God bless President Trump. That’s just how I feel about it. And again, I’ve got, I’ve got my own serious issues with him and the Plant Demic and the Jabs, et cetera. And the. Still interested with Pfizer. You’re kidding me. I have to think there’s a flip side to that coin because Pfizer must go down. CEO, Pfizer, the board, they must all go down.
All right, we got to have a Nuremberg 2, and they all have to go down. You know, all of these fouchy and of course, all the other criminals involved in, they have to go down. If not, it’s just another 9, 11. Again, it’s just things will just. We’ll have something worse happen. Something worse will happen in the future. Give it another 10 years. That’s kind of the cycle they’re on, right? Eight, 10 years.
But I love what Trump said about the shutdown, because he’s exactly right. And I really hope this is the approach he’s taking. His quote was, this has given us an unprecedented opportunity to cut federal agencies, not, not employees agencies. So, you know, the Democrats have completely overplayed their hand. They are absolute, you know, again, communist. Okay? Which is what they are. All they want to do is destroy America. So they, they lie.
[00:03:55]:
If their mouth lips are moving, they are lying. And of course, now they’re lying, saying that this is not about providing health care to illegal aliens. And I do love also that now we’ve got that, that, that nomenclature, that language is back in our regular days, daily speech, you know, illegal aliens. Because you go back and look at recording just from. Not more than what was it when, when Hillary Clinton was in Senate. Had to be maybe more than, what, 12 years ago, something like that, right? She’s testifying and saying, use the words illegal aliens and talking about we can’t allow them to come in and take advantage of the benefits this country has to offer to its citizens.
And of course, you know, Joe Biden said the same thing. Obama said the same. They all did. But again, they’re, they’re, they’re Democrats, which means that they cannot be trusted at all. They’re evil. I do think that they’re. I do think that, you know, I believed in good and evil. I don’t know exactly what that means.
If you take The Bible, literally or not, I don’t know. I was raised with that. But I think so much is propaganda religion, right? It’s about control. So I love to take the good from its spirituality and leave the rest behind. But you know, I do think that, I do think they’re evil and I think that they’re very evil. I don’t think there’s any other way. I think most people don’t look at it that way, right. They just like, they’re just so liberal and they just want to give way freebies and they want to get reelected.
[00:05:25]:
And that’s, that’s how they know it’s much deeper than that. You know, it really is. And the lies they’re telling now about illegals not getting health care benefits is just such, they have to go through such word salad to get to that point. Because we all know how this works. We’re talking about the benefits they receive in many cases when they go to emergency rooms. And that’s of course if you’ve been to an emergency room or a hospital recently. Well, it’s got, maybe getting better now. But you, but you know what I’m talking about.
You know, that’s, that’s what you’re going to see there. So again, the whole party has to implode. The Democrat party won’t bottom until it absolutely implodes. And all of these communists that are far left liberal communists, they’ll have to start their own party, right? And there’ll be a splinter group and that divide the vote and that’ll just make the Republican Party that much better. I do think we need a strong two party system, at least a lifelong independent and you know, look, you give any party too much power and they will abuse it. So that’s something I believe that as conservatives we should be thinking about. And I just saw Black Black Hawk helicopters are flying over Chicago. If that had happened anytime before Trump, you know, and their cleanup of these crime ridden blue cities, if that had happened anytime before this, you know, we’d all be up in arms going, told you, here it is, here it is.
It’s the takeover, the government now, you know, you do anything, you’re going to get shot down or you get scared back into your home. So they’ve got total control. But so again we have to be careful about that. But right now I just stand up and applaud it when I see it because you know, this should have happened a long time ago. And these Democrat mayors and governors again, they’re communists, they want to destroy America. That’s the, that’s the plain and simple of it. And so they have to be taken out. That’s, that’s what has to happen.
[00:07:19]:
But again, all time highs today. A couple of things are important today, I believe. Gold. I’m just going to kind of. We’ll start with Tesla because that was the top of conversation this morning in our letter and of course we’ve all been very kind of glued to our seats waiting for the, the final third quarter deliveries to come in and came in this morning. If you remember, our estimate was 500,000 cars and it was 497,099 cars. So we only missed by, what is that, we’ll call it 3000 cars.
And I think you know, Wall street, the average estimate there was like 437, 440 in that range. So I think we got that call. Right. The stock did sell off today, wrote it up this morning. Tesla, like gold, like these miners, is trading at extreme overbought now. Very not quite over on, you know what we’ll just say extreme or bottom storage because it’s so close to it. Right. It’s essentially there.
And same thing with the miners and gold of course is truly extreme overbought ON stereo They all, are all, all three of these and typically that’s when bad things happen. Now the, the difference here is that this is that bull market, right? We got through the, the rough seasonality that should have been August and September didn’t, but didn’t, didn’t phase us at all. We got through the worst 10 days of the year when September ended, you know, consecutive 10 days of the year. And now, you know, again, earnings, I mean we start, we start getting bank earnings on October 14th. It’s when the big boys, JP Morgan, Wells Fargo, Citi, I believe all announced that same day. And then you know, a week later or so we start getting other earnings and then we get the high gear with tech later in the month. So we’re, what are we, what are we 10, 11 days away from, from, from earning starting. And so this is what’s happening.
[00:09:05]:
You’re going to see continuation of front running. This is the smart money. This is the market as a discounting mechanism doing what it does because these earnings can be very good. And again, I love Scott Bessant saying we may have a slowdown in gdp. I mean it’s just, it just, it gives the bears ammunition. And you know, as someone that I think understands that game, uh, that they just, they’re just not smart, they’re just not Smart people. And the reason I say that because they. If you read and listen to bears, they do sound smart and they’ve got some facts on their side, but they’re trying to tell.
The problem is they’re trying to tell the market what to do. And it’s like, it’s like karma. You try to tell the market what to do and it’s going to beat you down. It’s trying to teach you a lesson. That’s why it’s trying to stop doing that. You know, you’re not. You’re not. You don’t have that kind of power.
So stop telling us what to do. We’re showing you what we want to do. Just watch us. We tell you every day, every week, every month. Look at the charts. That’s what they’re for. That’s the, you know, the best of repeating pattern that there is is the stock market for, you know, finding out what the market’s going to do going forward. It just gives you all this evidence day after day, week after week.
[00:10:13]:
But the bears, for some reason refuse to learn. It’s the damnedest thing I’ve ever seen, I swear. And I feel for them from one point of view that I don’t know, I don’t know how that. And I’m actually told some of it. How do you get up in the morning? How do you get up in the morning when you’re wrong all the time? Not some. All the time. You might be right, you know, once or twice a year. And then, you know, that’s when you go on TV and you.
We told you, we told you, told you. And of course, that’s the bottom. And go back up again. I don’t know how they get out of. How do you get out of bed in the morning? Why would you. Why would you keep doing what you’re doing? Why would you stay in this business, you know, being that wrong. But as I’ve come to find out, being wrong doesn’t matter to them because they’re so attached to the narrative. This is their narrative.
They see it as their alter ego. They see it as a personality, and they simply can’t change. And that is a perma bear. And again, there. There are some permeables, too. I mean, they’re so much better and so much more right. You know, we’re not, I think perma. Anything is a mistake.
[00:11:16]:
Again, as trend followers, we watch what the market does and look at all of our indicators in the VR system and then we get a pretty good idea of what, what the Probabilities tell you right, it was going to happen going forward. But you know these, these permeability I, I spend time talking about it because so many people are impacted by them because they do sound smart. But again they, they’re not really smart. They just can memorize facts that are negative. That’s what they can do. They, they like they’ve got like you know that, that, that, that, that, that vision where, what’s it called where you, you know I’m saying right, you don’t, where you don’t forget anything, something proof, vision. Anyway they like me, I can’t remember that but they remember things like that really well and so they can spit them out, you know and you see that you go God that sounds so convincing. And you know what? I think a lot of those facts are right and they may be but you know the market again is going to do what it wants to do.
And that I think is the key point from a trend followers point of view. But yeah folks, I tell you straight up. Tesla gold, the miners and silver. Okay, let me just quick do a quick check on silver you know because it lagged for a while but now it’s gotten hot here. It’s got to be extreme.
Oh yeah, it’s the same extreme over bottom steroids just like the other we’re talking about here. So you know this is, is it a reason to sell? No, it’s not any of these that we just talked about but it’s a reason to pause our buying which is really what we do at this level. Overbought and then you know, then you want to wait for a shakeout. And the great thing about this bull market again because this is a melt up bull market. It’s, it’s been that way for a while. The fourth quarter should be no different. I think 2026 is going to be exceptional. We’re to going talked about that a lot and but the thing about this market is it’s showing us now a new repeating pattern that these pauses and little shakeouts are very short lived.
[00:13:09]:
And that’s a repeating pattern you can make money on. And the reason for that is pretty simple frankly. It’s just this is a structural market. We talk about it all the time, don’t we? You know the, the ocean of liquidity out there. You get dips and investors are like I got, look at, there’s 7.7 trillion of money market, let’s take 1% of it out, let’s go buy some stocks.
And collectively that’s really what’s been happening. Retail investors have gotten so much smarter than these, than these institutional and Wall street money managers. It’s not even close because they figured out what’s going on here. Trump economic miracle, ocean of liquidity and the innovation revolution tells you this is the beginning of this bull market. It, that’s just the way this is. You know, if I had to say put it in, in, in, in dot com terms, which if you’re new then you know, I worked through that pretty actively. Had a great time. It flew by in a flash.
We didn’t know what it was at first. Took a couple years just to get our bearing. What, what, what is it? What’s it? Dot com. Oh, how do, how do I send an email again? You know, we’re just learning all this. And then of course Internet shopping came, but these companies weren’t ready. You know, that was a fad. It was a five year fad, but it was an amazing five year fading. But so this is so different than that.
[00:14:22]:
We are likely, if you want to put it in the 95 to 2000, you know, analogy, we’re still in 95 or 96. This is that early. And this is going to be so much longer, broader, longer lasting. Okay. And so again that’s been our view since writing the big bribe in 2022. October, excuse me, August 2022 is when we published it and it remains our view today. So again, these dips just aren’t lasting long. Final thing on Tesla, because again Tesla today is the perfect stock.
Down is down right now almost 5%. It opened at 4. The high today was 470. Okay, just over 470, which put it just 18 bucks a share below all time high, which is last December. And now it finished at the lows of the day, 437, just after the lows of the day, down to almost 22 bucks a share, down 4.75%. This is a just a classic buy the rumor, sell the news event. I’m absolutely certain that this data leaked.
We are in the wild west of free market capitalism. Get, get used to it. There won’t be prosecutions. It’s going to continue. It will, it will spread. These kind of things will happen. And there won’t be prosecutions except in very rare cases. Okay? That’s just the era we’re in.
[00:15:37]:
So again, you can fight it, you can tilt it, windmills. I choose not to do that. I choose to use all of this information to our advantage as much as possible.
And so yeah, it was leaked. No question that the, the delivery numbers were leaked and they also produced a record number of kilowatt hours from Tesla Energy. It’s like growth is like 98 year over year. Very few people talk about that. You know, with all these data centers, how do you think they’re going to make sure that these don’t have brownouts and blackouts? There’s going to be these Tesla big old massive Tesla batteries essentially, right. That are going to be at all these data centers. I, I, I expect massive numbers of orders for these. I, I, that’s why this again, that’s one of the reasons Tesla Energy is doing so well and that’s just getting started.
But of course we know the future is it ev. Yeah, of course it’s the future of evs for Tesla. That’s the bread and butter and it will continue to be for a while. But by the way, it’s not just the deliveries Tesla is about to read. I’m just telling you I know this to be true. Okay, Tesla’s about to announce a number of new models. Now we all know that their new low price model, we’re going to be priced in the 2025, $27,000 range. That’s imminent, right? That’s coming very soon.
[00:16:53]:
But I’m telling you that the Model S, which is what we have, the Model Y, they’ve already just released a new one. You can’t buy one now. They’re sold out for elect for an extended period and there’s going to be new models coming out. This new roadster is coming out. If you’ve seen this thing, that is a fine ride. Again, these are all coming out soon. So it’s gonna be a, a wave of buying because we have an ocean of liquidity and people want to buy this new Tesla because again the new Tesla is going to come fully locked and ready to roll on the FSD version 14 or whatever. It’s on by that time.
And now right now we’re 14 is launching this week. Like we’re actually thinking any day now probably I would, I’d be surprised if it goes past Monday or Tuesday. I think, I think it may be for the weekend is kind of my read. And then, you know, then by, for version 14.2, that’s what Elon Musk has said. This is when the car will feel sentient. It’s really when it will feel alive. It already does to me. The car already drives better than I can.
I trust it completely. You know, I basically sit there and I’m on the phone or talking to my wife, talking to somebody in the car or I’m just thinking, you know, and I just trust the car completely. It saved my bacon in a couple of cases. Like in rain one time, pouring down rain, a lot of traffic and Tyler and I were in the car, we just trusted it and it just changes lanes going much faster than I would have gone. And that made me a little nervous, tell you the truth. And now, you know, you do it enough and you get very comfortable with it. So Robotaxi coming out. And of course, you know, we know Optimus, right? I mean we’re talking about next year and then Tesla semis.
[00:18:32]:
They’re going to be producing these things in a couple of months and then by end of next year, and that may be late, I may have this wrong. I think I’m just trying to be conservative here. They’ll be producing 50,000 Tesla semis a year from this, from this. I think it’s one, this one facility, right? And so those are going to be massive. I mean the story is impossible not to love. The reason analysts are just so wrong about this is again, it’s the group think, but they’re very short sighted. You know, I think what they’re afraid of, and I know this to be true, they’re afraid of being, being called, oh, he’s that analyst, he’s that guy. The guy like Dan Ives is always out there taking risks and chances and making bold calls.
They, they don’t want that. They want to be in part of their group, the cool kids club. We, oh, you don’t do that. We make conservative estimates and we only go out for a year or two. And so that, what, what good does that do anybody?
And this is why Wall street, and again, I think a lot of us by design frankly, because you know, look, they, they, they, they’re, they know what’s happening, right? But they don’t want to put that to their clients because that takes away their opportunity to buy something cheaply. That’s a big part of why we’ve had a psy up of negativity. So the public thinks the world’s coming to an end and the smart money is like, yeah, we put out those press releases, we put out that whole macro story, right? But we know it’s going, we’re buying hand over fist. Never ever believe these guys. Which is why I tell people if you’re making an investment decision, any investment decision or portfolio decision based on what you’re seeing on television, you’ve just lost it’s over. You, you can’t beat the markets. You have to take that with a grain of salt and look, look between the lines and see, oh there. That’s their pitch.
[00:20:20]:
So what can I, what can I take from that that will help me, right? But just don’t trust them. You just can’t. They are not trustworthy. They’ve proven this you after year after year. And I, I again I’m just, I am, I’m completely stunned that there are people that have done this as long as I have that still trust these guys. Again, propaganda is powerful man. It is, is a powerful thing to behold and I just have never understood it. Certainly not after 9 11.
As Tyler told me today, the fear of greed index when you were at all time highs Fear greed index is 51. It should be 70 now, right? The last night we got the AI investor sentiment survey and is it 42.9 bulls and 39.2 bears. We, we basically 3 points, 3 point more bulls than bears with all time high after all time high. Is that making sense to you? No, because it doesn’t make sense. Okay again propaganda and the, the cybernegativity has really done a number on people. Semi steady all time high. What do you know about semis? If they’re leading the market, what do you have to do? You must be long and strong. It’s just that simple.
It’s the single best technical indicator that there is. There is no better. And that’s why you don’t hear people talk about it because it’s kind of everybody’s little secret, you know. But you know we, we don’t, we don’t play that game. And we like to try to help as many people as possible by telling you what we use for our work. And that’s a big one. As you know when the semis great relative strength chart when the semis are leading the SP 500 you, you have no choice. You must be long and strong and, and again it’s that, that charts going parabolic now.
[00:21:55]:
Okay. There is no bigger buy signal than that. And bitcoin today, right again just like out of nowhere, you know it fell down to like 109 and change was that three, four days ago and now it hit 100. It’s at 120,500 now. And this is just classic bitcoin. You know it waits till this thing is oversold until people start giving up on it. Everybody start talking about gold which we’re great with. We own both.
We don’t care. Talk, talk about Both of them, they should both be owned. And now it’s soaring. I do expect again, we said this before. I’ve been wrong about this, I think. But once we get through124.5, that’s, that’s, that’s the resistance. You know, our year in target remains 200,000, right? Yeah. Last year if.
For those that remember our year end target last year, so the beginning of 2024 was a hundred thousand. You see, we just, we closed just above. I mean it was, we made that call when bitcoin was like 40 something thousand. That was a very, that I got to tell you, pat myself on the back. That was a good call. And you know the miners.
[00:22:56]:
We told you at the end of the year, gdx, our favorite sector, that it would be up more than 100 this year. It’s up 130% this year. So, you know, I’d like to think we’re living right, you know, and the universe is rewarding us. I’m a big believer in manifest Your Destiny by Dr. Wayne Dyer. I, I practice it daily. I recommend it highly. What we think about, we bring about.
I am more certain than ever now that’s exactly how this works. If I had to think that there’s one secret, and of course there’s the movie and the book called the Secret, which is essentially what we’re talking about here. If I had to think that the ultra wealthy had one secret besides, you know, an insider deal with the government. And, and that’s how a lot of these people get. So know this. It probably includes Elon, it certainly includes Mark Zuckerberg, it certainly includes Jeff Bezos, is that they were funded and made to be ultra successful by the government. I have no doubt about that. Just like I have very few doubts that bitcoin was created by the intelligence community.
I’ve seen no, no evidence that dispels that belief that I have. Tyler, I think. Tyler.
[00:24:12]:
I, I believe now. He does. He feels that way. You have to ask him. I believe he does. But he’s not as confident quite as I am, because just nothing else makes sense. They could have always shut bitcoin down. And you say, well, how could they do that? Blockchain is impenetrable.
How would they do that? Well, they would kill your access to it. They say no bank will allow you to use bitcoin or take anything out of it. So you’re stuck with it. Good luck. Why did they not do that? Because they wanted bitcoin to exist.
Again, these are things Been drawn on the drawing board probably for two decades. Like the plandemic, you know, was on the drawing board from 2010. And the Rockefeller, Rockefeller foundation put out a lockstep. Just lockstep is what it was called. You go back and read that and you go, okay, that’s exactly what we went through a decade later. So that’s the way, that’s the way things work. You know, when you plan a society, that’s how they do it. So, yeah, I’m convinced that that’s bitcoin.
[00:25:12]:
Absolutely convinced. And so again, you can’t, you can’t, you can’t hate the player. You got to hate the game maybe. But this is the system we have. And so, you know, you got to learn from it, understand these repeating patterns and then prepare to go with it until the story changes.
All right, let’s go look under the hood today. And by the way, 10 year back down below 4.1% now to 4.08%, going a lot lower. I think, I think we’ve made that case pretty, pretty strongly over the last year or so and now it’s being proven exactly right. Much, much lower rates will go much lower. Of course mortgage rates are going to really collapse from here. And I’m talking about, I think over the next six months, I think we’ll see six to nine months, we’ll see 30 or more mortgage, you know, fall below 5%. And now that, you know, Trump’s getting some, some, some kind of control, better control over the Federal Reserve, that, that’s only going to speed up. Okay.
Under the hood today, actually kind of a quiet day here. Frankly, the eternals were not, not much to talk about, honestly. I’m just going to give you the, the Cliff Notes version. NASDAQ was positive for advanced decline by 700 issues. NYC was negative by about 80 issues. Volume today, NASDAQ volume was 71.6% up volume that, that’s good. And we had almost just a whisper of negative volume on, on nasdaq. And today I just did a quick refresh.
[00:26:46]:
Let me tell you exactly my handy calculator out here. 535 stocks hit a new 52 week high to like 140, hitting a new 52 week low. That’s a good read. That’s one of the highest numbers we’ve seen in a while. Again, that’s going to continue to build as we Fourth quarter of course is so good. Even better for bitcoin, right? Tyler told us fourth quarter for bitcoin going back a decade. The average gain is 57 better than 57%. Now that is usable data right there, is it not? And now here goes, Here goes.
Bitcoin commodity watch today again, pretty quiet gold again it is, it’s extreme about on steroids. There are some sell signals that we’re seeing technically speaking. I’m going to wait and see if we get any kind of follow through to this reversal before we even. I just think that 4,000 is a big number, right? We had 3,922 today before it reverse lower 4,000 big number. And it’s often that you get these big numbers and you get a reverse with that number. I kind of think we’ll get that. But this is so strong and there’s so much behind the scenes happening that again. I would never ever say, okay, sell your gold.
You know, we just want to pause our buying, wait for another good buying opportunity and then go in again.
[00:28:02]:
But that’s where gold is right now. Down 17 on the day at 38.80. Silver today down a bigger down 1.7% at 4687. Again it’s got to get to 49.50 and change right in that area. Hit an all time high. That’s going to happen on this move I believe as well. Copper day was up 1.4% to 495A pound. Crude oil.
And this is a story worth talking about again. We talked about this so much. There’s one overriding macro theme here that everyone should be aware of and that’s that Trump wants oil prices lower because that is how you control, that’s the best way to control inflation. There’s, and he just doesn’t want to be wrong. He doesn’t want to give, you know, the, the, these, these inflationists. He doesn’t want to give them any, any wiggle room to say that he was right, he was wrong and they’re right. And so Trump, you know, oil is now $60.68. That’s not a problem for producers.
Now if it goes below 55 now, now we’re talking about, okay, that, that, that’s going to be now. But now see it self corrects, right? Because people, they stop you getting drilling rigs and they stop drilling wells and that, that then the, you know, the, the demand for oil takes care of that.
[00:29:07]:
So it’s, it’s. But also, but you remember these data centers, right? And I know that most if any are going to be powered by oil but natural gas and nuclear. But it’s all in the same, you know, arena. And so yeah, I think, I think, I think energy stocks are. And that’s what we’re seeing, right? Even the oil’s back down to close, basically 60xle is still. I’m going to show this chart in the morning actually. There’s a very nice ascending channel that’s taking place in xle, the energy etf. I’ll share it tomorrow.
And we’re at the bottom line of it now. We like energy stocks here and again we’re not in for a short term trade, understand that. But we like nuclear, we like, well, one of our, one of our stocks, Falcon Oil and Gas is being bought out and we actually like the acquire of that company as well. That might be something we do in the future. And of course lost soldier Oil and gas and we have a leveraged ETF for energy stocks. We have as well. So we’ve got really good exposure there. Feel very, very good about the future for energy stocks.
And I would, I, I think that they’re, we’re buying now so I think they’re good buyers. Like housing stock. Another great buy right now are housing stocks. Finally today, again, Bitcoin120733 last trade still looks great on the charts. It’s now broken out of a descending trend line that had been, you know, serving as resistance for some time in a bit of a triangle pattern. And I think again once we’re three 1, 24 5, you know, again we’re in the fourth quarter, you know, we’re looking for a big move higher. So it’s a great buy as are some of these bitcoin companies.
[00:30:46]:
One of our best performance years, Galaxy Digital, it made our top four of the year and it’s like up 100 and I don’t know now 20% or something. And that’s, that’s a, that’s, that’s a very unique story. There are no companies like Galaxy Digital. Hey, if you’re not, if you don’t know what I’m talking about, it means you’re not with us here as a member. Come and join us @ vraindsider.com I very rarely do this. Apologies Tyler. Vrainsider.com Again, vainsider.com Two free weeks of everything we have here. And if it’s not, it’s free.
If you don’t like it, you know what, it’s canceled. No big deal. Thanks for stopping by. Otherwise, most, most actually do stick around because results do matter, right? All right folks, that’s it for the day. Hope you had a great day and even better night. We’ll see you back here again tomorrow after the close.
In today’s episode, Kip recaps Monday’s market action and dives into the ongoing “panic buying” phenomenon that’s driving this generational bull market. He discusses the wall of worry investors are still climbing, the remarkable undercurrent of fear keeping billions sidelined, and why there’s still plenty of room for markets—especially the Nasdaq and Tesla—to run. Kip explains how indicators in tech, AI, cryptocurrencies, and commodities like gold and silver signal a broader, long-lasting innovation revolution. Plus, get his thoughts on the global backdrop, the impact of fiscal stimulus, and the budding AI IPO craze. Whether you’re bullish, cautious, or still on the sidelines, this episode is packed with key insights to help you stay ahead in today’s rapidly evolving market. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down the current state of the bull market as the S&P 500 and NASDAQ notch new all-time highs. He reflects on the accuracy of VRA’s long-term market forecasts, dives into why this era of innovation goes beyond just the AI boom, and previews changes coming to the VRA approach—including new focus on opportunistic IPO trading. Kip Herriage also shares lessons learned from the dot-com era, offers bullish insights on Tesla and Nvidia, and calls out lingering market bearishness as a powerful buy signal. Tune in for analysis on market cycles, trends in commodities like gold and bitcoin, and a candid look at why the economic growth story is just getting started.
In today’s episode, Tyler takes you through the latest developments in the markets after a parabolic move to fresh all-time highs, even as we see a brief pause with some red on the screen. Get ready for a fast-paced ride through earnings season highlights, sector analysis, and unique historical comparisons that put today’s market into perspective. Tyler breaks down why disciplined investing, understanding overbought conditions, and keeping an eye on the leadership of mega cap tech are key to navigating this market. Plus, learn why money supply growth, investor sentiment, and animal spirits may signal that the real party in the markets is just getting started. Whether you’re a seasoned listener or new to the VRA, buckle up as we explore where the biggest opportunities lie and why it’s not too late to join this bull run. Tune into today's podcast to learn more.
Welcome back to the VRA Investing Podcast with your host, Kip Herriage. In today’s episode, Kip Herriage breaks down why he believes we’re in the early innings of a powerful, structural bull market. He shares insights on market signals, major asset class moves—like the surges in gold, silver, and the miners—and explains why all-time highs across the S&P 500, Nasdaq, and Russell 2000 are just the beginning. Kip Herriage dives into geopolitical updates, including Trump’s pivot on the current conflict and its impact on markets, and lays out his bullish outlook on key sectors—from housing and tech to cryptocurrencies like Bitcoin and the emerging star, BitTensor. Plus, get his take on the Federal Reserve transition, the importance of tokenization, and why the current melt-up phase could generate massive opportunities for investors. Stay tuned for a data-packed, bullish market roadmap you won’t want to miss.
In today's episode, Tyler breaks down a powerful move to all-time highs as semiconductors go parabolic to lead the charge. He walks through the latest earnings and what the major indexes are signaling about the strength of this bull market. PLUS, don't miss what history says about what comes next after similar “melt-up” moves. Tune in to hear how he’s thinking about positioning, risk, and opportunity as this semiconductor boom accelerates.
