In today’s episode, Kip breaks down the big stories and market moves you need to know about as we kick off a busy week on Wall Street. With the Federal Reserve meeting looming and rate cut speculation swirling, Kip shares insigh ...
Don’t look back because the market is closed. Good Monday afternoon, everyone. Kip Herriage here with the daily VRA Investing Podcast. Hope you had a good day today. Hope your weekend was a great one as well. Let’s get right to we got a busy week coming up here, don’t we? Fed meeting on Wednesday. That’s really what most people are talking about here.
We’ll, we’ll run through that. Tell you what we think Jay Powell is going to do. He’s pretty predictable. When you see Poly Market or the CCB Fed watch tool at 80 to 90 probability, he is yet to break that, that kind of commitment, if you will. He doesn’t like surprises. He saves those for his presser when he can make, you know, offhanded remarks and send the markets really, he gets a real kick out of that. That’s clear. That’s a repeating pattern.
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There’s no doubt about it. Just another one of the reasons he’s a horrible Fed chair. He’s been a horrible Fed chair his entire time. And he’s been this is he’s down his fifth, maybe six. We’ll be conservative, be nice. He’s now on his fifth. Major policy mistake, if you can call it that. Maybe these are all by design.
Yeah. Who knows, right? But since he got the job in 2018. Yeah, he got the job from Trump. So it makes it hard for Trump to really take Jay Powell to the woodshed because he did put him in office. But again, Trump was a newbie politically. We all know the story here, right? Trump put a lot of people in office in 2016. He shouldn’t have. And again, that is ultimately on the president.
No question about that. I think he’s done a much better job this time. But Jay Powell is his creation. He was recommended highly, as I understand it, Steve.
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Monday, his Treasury secretary, Steve Mnuchin. There we go. Good memory, Kit. Stevenuchin, his treasury secretary, recommended Jay Powell strongly. And, and Trump took his advice. And, you know, he never, he never fails to mention that offhanded remarks. It’s Mnuchin’s fault. Right.
But anyway, the point being big week. We’ll talk about that just in a minute. A little more detail because there’s a lot of interesting and we’re seeing it in the, in the bond market, too. Rates are ticking higher. You know, you don’t really want to see this going into a Fed meeting when it is going to be a rate cut. We know it’s going to be a quarter of a point. Again, Powell does not surprise. But the question is going to be, is he going to be dovish or hawkish? I’m going to walk you through what the markets are thinking, what we’re thinking.
We tend to get these calls right. If you’ve been with us a while, you know that we, we’re very, very seldomly have we been knocking on wood right now. Very seldomly have we been surprised by Jay Powell. We’ve had a pretty good read on this guy and I think we’ve got him figured out for this week as well. But he does like to throw curveballs. Again, I’ll walk through in a minute. But again, rates have ticked higher. Just remember though, again the 10 year is up to 4.17.
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Remember we fell below 4% of the 10 year. 30 year mortgages have ticked up this over the last week to 6.35%. They’d fallen to pretty much 6%. And so again, what’s going on here? Why are rates ticking higher? Just remember, in case I forget to say it in a minute.
We deal with two different trends, the primary trend and the counter trend. The primary trend is what we concern ourselves with most. That’s the trend that’s going to carry the day. These counter trend moves, I guess they’re good if you’re a short term trader and this is the kind of thing you specialize in. And these counter trend moves, we take advantage of the counter trends to get repositioned in the primary trend. And I believe that’s exactly what’s happening now with interest rates. Because again, remember, for, for anyone you’re listening to, oh, look at rates, rates, you’re going up. That means that, excuse me, Hassett, Kevin Hassett is going to be inflationary as Fed chair.
Look, the market’s telling you right now, just remind these fools that when Trump took office, the 10 year yield was at 4.8%. That’s the primary trend or 4.8%. Then they’re 4.17%. Now the primary trend rules the day. These counter trend moves are interesting, but they don’t mean, at the end of the day they don’t mean anything. Interest rates are going down, 30 year mortgage rates are going down. That’s the primary trend. That’s what we’re going to continue to stay invested on.
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Okay, Kevin Hassett or not. And I guess I still do think that Kevin Hassett is going to be the new Fed chair. And by the way, well, you know what, let me, let’s, let’s cover it now. We’re already into it. All right, Wednesday, what is Powell going to do. There is some interesting conjecture out there that really made the rounds over the weekend. That from a, from an ex, an ex New York Fed advisor that apparently was a, was a player at the New York Fed. Okay.
And this guy’s name is Mark Cabana is the, you may have seen it online. It was splashed everywhere. The Cabana believes that there’s going to be QE light coming basically more, more quantitative easing beginning in January and then over a six month time frame the Federal Reserve is going to buy back $45 billion in debt again over a six month time frame. But it could be double that. So 90 look in the, again the Fed still got just, just under $7 trillion in in debt on the balance sheet. On their balance sheet. Like, like it’s an asset. You know, who are they fooling full of nobody.
They print this stuff and they buy bonds with that. I mean it’s, it’s a complete Ponzi scheme. If you and I did it, we’d be locked up, we put us under the jail and we wouldn’t even be allowed to have an attorney that the Secret Service don’t mess around with, with, with currency manipulation if you are currency funding money printing. Unless of course it’s the Federal Reserve. But anyway Cabana made, made the point that there’s a. The Fed. The Fed has waited too long that there’s funding stress inside the financial system because the Fed has over tightened by not cutting. I think that’s exactly right.
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I think that’s exactly right. We covered this often with you here and I would have this debate with anybody.
The First America does not care. Would they love to have rates? Sure. Who wouldn’t? But it doesn’t matter to them, right? They don’t care. They don’t carry big interest rate credit card balances. They don’t pay high. You know, they get the best of all debt terms. Right. They don’t carry a lot of it anyway.
And when they do, they use it purposefully. Right. As a, as a financial weapon if you will. But the Second America doesn’t have that luxury. And this is what I’ve always been. One of the things I’ve been very frustrated with Jay Powell about. He starts every presser. You’ll see it again on Wednesday.
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Right. He starts every pressure by saying we’re here to serve the American people or some such bullshit like that. And you know all people. Jay Powell couldn’t care less about the Second America because if he could, if he did, he would have cut rates far more aggressively and oh, Kip. What about inflation? What about inflation? We don’t have inflation. It’s 2.8%. Why weren’t we having this conversation? Was Joe Biden was president and inflation was 9%. We weren’t.
Because they’re all on the same side of that coin. That coin being the state, the deep state. The ds Right. The Federal Reserve is the most powerful part of the deep state because the banking cartel is the most powerful cartel on the planet. Thank you again, G. Edward Griffin, for teaching me this so many years ago through an amazing presentation that you. If you haven’t seen it, watch it online. Jerry Griffin talk about the seven cartels that run the world.
It is fascinating and it’s held up. It is exactly held up. Just like his book, the Creature from Jekyll island has, of course, the, the doctorate, if you will, on the creation of the Federal Reserve.
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Another, another event that never should have happened. Of course. When did it happen? Woodrow Wilson, 1913. Federal Reserve, IRS. The. The way a. Sen. U.S.
senators are elected. Again, all that happened. These three big things that really damaged this country a great deal all happened in 1913 under Woodrow Wilson. But anyway, Cabana put this piece out. Some people think it’s a, it indicates that the Fed is going to be very dovish on Wednesday. That was surprise. I think they, I think it’s 60, 40. I think 60% that Powell’s going to be dovish, but he’s got a mean streak in him.
He, he likes to mess with people. And so I don’t believe he’ll be hawkish. I know they’re going to cut rates by a quarter of a point. That’s coming. That’s a done deal. It’s faded. Complete done deal. I do not believe he’ll lean hawkish, but you never know.
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He likes to put these little, these little, get these little jabs in. Right. So I think the market’s a little uneasy about that. But again, rates are going lower. That’s the, that’s, that’s the takeaway, right? That, that’s our takeaway. Rates are going lower. Kevin Hassett is likely going to be the new Fed chair. Jay Powell is a, he’s already a lame duck.
It almost doesn’t matter what Powell says on Wednesday because people are already looking past him now. And the moment that Hassett is announced, and I really do hope that’s a Christmas present for us. I hope that Trump does that this year. That’s, that’s, that, that will, that will essentially end the reign of one Jerome Powell and.
Just the thought of that makes me want to applaud just a truly pathetic Fed chair that should have resigned long ago, should have been forced out. But again, this is the creature from Jekyll island. And we have, we were forced to live with it.
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But again, I think the end results can be bullish for the markets. And let’s talk about that. Look, last week we talked with you about this, about the markets being hitting extreme overbought levels, but only on stochastics. Okay? That’s a key point. The VRA system, we have four momentum oscillators. We track stochastics gives us our, it’s our most short term oscillator. Right. So when we get extended, we’ve had a big move higher from the November 21st bottom which we called to the day.
If you’ll remember, we bought sock, we bought three time leverage to semi ETF just after that. It’s been a very good trade so far. We believe, we believe then and believe now that, you know, the lows are clearly in and that what we’re seeing now is an extreme overbought market. But only on stochastics. Again, only on the very short term. Okay. So these tend to work themselves out over a matter of days and I think that’s what we’re going to see here. This also this week is seasonality is not great.
Not horrible. It’s not great. Typically this week we have losses of half percent to 1% on the market. Yes, that might mean the average stock might go down 22 or 3%. So you feel it, but it’s not terribly painful. But the reason that we’re not overreacting to it and we’re not taking any trades again, that’s a counter trend trade. We like the primary trend is that it’s what comes on the flip side of this. Because after we get through this week, this could be a truly a textbook mini reset.
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Just a one week. Just a one week. You know, you never want to go through them. They’re always painful. The market went down today. It, it’s never, it’s never good. We always don’t want to see it. We wish.
Oh my God. If I’d only. If I’d only done this on Friday, I wouldn’t have had these losses today. Don’t. That is not the way a successful investor thinks. Okay? Your rearview mirror is your enemy. Right? Use it for learning. But never beat yourself up.
All you’ll do is cause yourself pain and strife. As again, my good buddy Mike told me a long time ago. Guilt sucks. And, and it applies to everything. You can’t change the past, can’t change something that happened one second ago. What good does the good word about it learn from it? And I think the takeaway here is this. If this plays out as we see it, and I feel this is a high confidence call for us, this week is going to be a little iffy again with jpal, you never know. So let’s just say this week is a bit iffy.
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Maybe it closes down a little bit, the market’s down a little bit. But on the back side of this, seasonality gets very positive right until the end of the year. So it’s like mid December to the end of the year and then we have the January effect again. We are. And no one should take our, my, my, my, my, my somewhat bearishness on this week. No one should extrapolate from that that I’m bearish. That means we’re bearish on the market or we’ve changed our tune. Please.
No, we’re just really honest and we try to tell you with as much specificity as possible what we think the market’s going to do in the short term. Because the short term matters. Because every day matters. Right? They add up ag if things change, we tell you. But this is what we see. It’s what the V investing system sees. And so I think it’s a, it could be a perfect little mini, mini reset this week to get some of these bulls shaken out. I don’t know about you, but watching, looking at at X over the weekend, I struggled to find anyone that was bearish.
People have flipped. Everybody has gone bullish and they’ve got their. All the reasons to be bullish. Their favorite stocks that are just going to melt up. Oh, 20, 26. I mean, they sound like me. They honestly sound like me and Tyler and I have no problem with that. You know, again, imitation is the greatest flattery.
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Right? But when everybody makes that turn. Yeah, my, my contrarian bells and whistles start to go off. Makes me very uneasy. I don’t like it. I want everybody negative and bearish. Please. All you come back, well, guess what? If we have a down week this week, maybe you have three more days like today. Just put it out there.
A lot of people that flip bullish are all of a sudden going to go, oh, nope, we’re going down now. Look at the charts. I drew my new line. See my new lines, they cross these lines and now we’re going lower. But that would be a great setup because then we get us in back into a bullish seasonality next week, and it would work off these extreme overbought readings, if only on stochastics. And for you technicians out there, probably better meet. Look, we’re very simplistic here, okay? We use the minimum momentum oscillators at extremes. That’s when they’re most useful.
I don’t care about anything in the middle. It just mental masturbation, if I’m honest about it. Okay? It’s the extremes that matter. And that’s why we knew a couple weeks ago that the lows were in, because we had extreme oversold on all of them. I mean, very close to heavily oversold to extreme or sold on all our minimum oscillators while we’re still above all the major moving averages. That’s just a great, that’s a great setup for us. These are the, this is how. It’s our bread and butter.
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It’s our bread and butter here at the vra, certainly for our leveraged ETF trading program, okay? But, but if we just get a little reset this week, we get these oscillators to be stochastics, to be less oversold because all the others are fine, then we are ready to rock and roll into the end of the year. I think that’s what’s going to happen here. That’s how we’re playing it. And again, we’re not making any moves this week to anticipate any downside action. Okay, today was interesting, but this is, this is extraordinary, I think extraordinarily positive what happened today. Even as first of all, NASDAQ had a big comeback. Nasdaq finished down 32 points. That’s 1/10 of 1%.
Right? Dow Jones did finish down 215. I think I saw at one point, down three something. At one point Nasdaq was down like 130. But again, good. Come back into the smart money hour for Nasdaq and, but here’s, here’s what matters, folks. And if you’ve been with this while, you already know what I’m going to say. Semiconductors SMH the semi ETF up 1.7% on the day, even when NASDAQ was down over, over 100 and whatever it was. Points.
130, 140 points. The semis never went negative and they always stayed about 1%. Semis were up. Nvidia up Nvidia up 3.6%. We’ve been patting the table on Nvidia. You know, we have his V10 bagger and very portfolio. And what it’s a, this is a, it’s a phenomenal buy here, right? I love it when, I love it when all the people that love a particular stock all of a sudden just start because, because the stock might just pause or go sideways or just have normal technical action, which all these stocks do. They trade in channels, you know.
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And I love it when everybody goes bearish right at the bottom of a channel. And that’s just what happened with Nvidia. So again, we love it here. Up 3.5% today. Again, semi is up 1.7%. These are our sources of liquidity. These are our market leaders. They’re the ones that matter.
And they’re up today. Bitcoin, another market leader today, also higher on the day it had been up even more but it backed off almost like unchanged. And now it finished up, finished up with a day up 1.3% right now 91,000 3. 76. And.
And so these are the, these are the ones we’re tracking. These are the ones that matter most for market direction. And today the action was great. Again, I’m just telling you this looks like a controlled pause, you know, kind of a textbook controlled pause. Internals today were fine as well.
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What else today, going to keep this one a little brief for you. Again, all the action, all the excitement is going to be on the on Wednesday with Jay Powell. Wouldn’t it be great, wouldn’t it truly be a Christmas present to all of us if this was Jay Powell’s last Fed meeting.
If he started on Wednesday, J give us a Christmas present.
Announce all Wednesday. Matter of fact, I’m going to predict Jay Powell on Wednesday is going to announce that he at this will be his final Fed press conference because Hassett is about to get the job and he’s going to go ahead and just resign, just, just take off and you know, goes merry way right off into the sunset. That’s what, that’s what we want to put in the universe. That’s what we want to see happen. Because when we get a common sense Fed chair again, likely Kevin has it. I’d be happy with several other people by the way, just not this guy, not Jay Powell. We get a common sense guy that truly cares about all of America, you’re going to see a completely different economy begin to take shape. You know, again, the housing stocks got hit today.
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30 year mortgages should not be going up now. Why is that? It’s because of Jay Powell. Who knows what this guy’s, who knows what kind of Rumors he’s spreading or what he’s trying conniving behind the scenes. This is the kind of person that he comes across as like a dear old granddad. That is not who he is. That is not who he is. You see it every now and then if you pay close attention. You watch him, you see that scowl, you see that other side of Jay Powell.
And I’m telling you, that’s who he really is. And he doesn’t belong to be, it doesn’t deserve to be fed chair. And I want to see him resign come this Wednesday or at least announce his very soon departure. And I want Trump to go ahead and announce Kevin Hassett as soon as possible. So Jay Powell then is a, is a complete lame duck. Also this morning I covered something I want to just mention with you here.
Because you know, we’re all over, we love Tesla, you know that we got an email from someone that said, you know, I, I, I like your service, but why, why you give out. Oh, you give it all your recommendations on your podcast or on Twitter. X. What? That’s kind of insulting. Kip, we’re paying you. Why are you doing that? And it’s a, it’s a fair question, right? It’s a fair question. And honestly, it’s just because this is kind of who I am and it’s my company. I get to help do what I want to.
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That’s, that’s the first answer. But for all of our subscribers that pay us here, and you’re like, okay, so far on this podcast you’ve Talked about the 3 Time Leverage Semi ETF you’ve recommended for Soxhol. You’ve talked, you’re now you’re talking about Tesla, you talked about Nvidia, and you’re about to talk about the gold miners. Okay. And so yeah, I’m guilty of that. But I think the, what we bring to the table, hopefully I think this is the case for. Tyler just told me Today we have 12 pages testimonies from the last two years. 12 pages of testimonies.
I’m not saying that to brag. I’m saying that we have amazing, we have an amazing community. It’s going to, you’re going to find we’re going to do some cool things in the new year, but we have so many great people that should be here. That’s what we want. Frankly, if I’m be very honest, we could be a lot bigger than we are. You know, we don’t really advertise. We do some work with Wayne Root, by the way, we’ve just been invited in to do a project with Grant Stitchfield on Real America’s Voice. We’re very excited about that.
So we are. You know, Sam’s joined us now, our youngest son, of course. So we are, we are going to grow, I think, and make an effort to grow, but we always want to have the same personality of running this company as we see fit. Right? And if we want to give out some free picks, then we’re going to do it, because that’s just kind of my personality. I believe in paying it forward. My mentors are like that. And I know in the, in subscription business that that’s kind of is a conflict, but just trust me, you know, I, I know we don’t announce every, every recommendation. And by the way, it’s the, it’s the, it’s the inside baseball, I think, that matters here, telling you exactly when to buy.
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Right? Exactly when to sell, when to add to positions, when to stop buying them. Okay. That’s where I think our added value is. And so again, to someone offended by this, I understand. I totally get it. I probably would be, too. But again, start your own subscription newsletter. You can run it any way you want to.
All right, let’s talk about them. I will talk about Tesla and the gold miners and then we’ll get to the internals and let you go here. First of all, Tesla, look, this is the most bullish week for Tesla of the year. Over the last, over the last decade. Over the last decade. This is the week that Tesla’s been up 9 out of 10 years with an average gain of where I have this. 3.7%, I think it was. Yeah, 3.7%.
That’s a hat tip to Trend Spider for that great info. Of course, it didn’t happen today. Tesla today was down 3.3%. Finished well off the lows, by the way. But Morgan Stanley downgraded it. It was a weird downgrade, though, because they. The more. Adam Jonas, who has been the analyst on this stock, is now doing AI, pure AI.
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So he’s no longer following Tesla. So the new guy that’s following Tesla came in with a. Just a, like a hold rating, if you will. Right. And so that, that qualified as a downgrade at Morgan Stanley. That got a lot of hype. That’s. You got to.
If you know the real story here, you would think, well, that’s. There’s no story at all. Because here’s the takeaway. Here’s the big takeaway. Morgan Stanley’s bull target. In other words, their Maximum upside target. Right? If things go just right as they’re going to a Tesla, Morgan Stanley still has $860 as their bull target in the next 12 months.
Folks. That’s, that’s a double from here. So what about that is bearish? Obviously nothing is, but again, it was, it was a down day. It started off with that kind of tone. I will tell you with so much happening with Tesla, I’ll cover it quickly again because you know, it’s our favorite stock for the innovation revolution. Folks, this, everything I’m gonna tell you is, is happening in calendar 2026. Listen to this. FSD.
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Have you seen what’s happening? If you’ve got the latest Download of, of FSD, which is 14.2. If you have that, there now are stretches where you can text and not rot the road at all like for several minutes. Their videos are all online. All right. And what the, what the, what the machine now has done, their AI system is just incredible. Of course is basically it said you’re not at a, you’re on the highway, you’re not at a danger, you’re not in dangerous intersections, you’re not where there’s a lot of bad traffic. Just do what you want to. You don’t need to pay attention.
I got this. All right, so fsd, by the way, next year throughout a lot of the country there will be full self driving that is unsupervised, that is next year. Okay, Game changer. Cyber Cab of course is coming. You can’t have the Cyber Cab without full, without fully unsupervised, full self driving. Right? Cyber Cab goes into production, mass production in April of next year. That means it’s going to be all over the country. All over the world.
Tesla semis, these big boys that are in already in mass production now. I think they’re producing 50,000 a year to begin with. Big, big, expensive, just unbelievably popular semis. They’re on the road now of course being tested and the drivers just love them. I don’t want to drive anything else. The next gen roadster, right? This is the car that is rumored to go 0 to 100. Excuse me, 0 to 60 in less than one second. Not that I could handle that car, but it should be fun to try it on a track.
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Maybe, I don’t know. This is a collector. It’s a collector’s car. It’s going to cost 250 grand. They’ll sell out in no time. Right? And it’s going to be, it’s going to be probably, as Musk has said, the most interesting rollout that they, that, that they’ll ever have. Right? This is it. Because they say it’s going to fly.
Okay. Now the, the big rollout is going to be when they have the Optimus robots bots that are going out to the public. That’s the big product rollout that I’m looking forward to. Anyway, they’ll have the 20 next year. 25,000 Dollar affordable EV, the Mega Pack 3. These massive battery storage units all over the world that are just, I mean this is their fastest growing profit center right now. Are these battery storage packs Mega Pack 3, in this case, Optimus Gen 3, of course, that’s the Optimus robot. And then the new A14, A15 chips which must says is going to be 40 times faster than anything that’s on the market and that those come out next year.
So that’s all happening in 2026. And this is why we say the stock must be owned by. And every day it goes down you get to buy it. And it’s a gift. It’s just, it’s a, it’s a freebie for you. Finally, Gold miners.
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This is pretty fascinating. Found this from Bloomberg and I had to double check this. I didn’t, I didn’t know it was right. Now remember, gold and silver had been the hottest investments of this year. And they. Gold has outperformed the SP 500 since 20. Excuse me, since 2000. You believe that gold has outperformed the market, stock market, since 2000.
Now we first recommended gold at 2003 at 350. I mean we, we have a 10 bagger in gold and silver. We, we have, we’re up at over 1000% in the portfolio in gold and silver. Okay. When I first made those recommendations, I started stacking gold coins. People laughed at me. People laughed at me that gold hasn’t done anything, anything for a decade. What are you thinking, man? And they were wrong.
They hadn’t done anything from well over a decade. But again, you know, my dad was a Gold Bug. I, I saw an opportunity to buy when no one wanted it. Right? The contrarian mindset. I’ve always had that. Of course, Tyler’s a Gold Bug, Sam’s a gold Cindy’s. We’re all, we’re a family of gold bugs. And it’s contagious because I can tell you our VRA members here are gold bugs now as well, just because of the results.
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But anyway, even with, and silver’s up 100% this year, it’s crazy. Even with these returns, total capex in the mining industry is down close to 90% from its highs. Can you believe this? Now it’s adjusted for gold prices, which it should be. That’s a, that’s a fair comparison. But when you adjust for gold prices, capex in the mining industry is at one of its lowest levels in history. Again, it’s down 90% from the highs. Folks, hear me on this. This is one of the biggest buy signals you will ever see for this group.
Again. I followed this group my entire career, really fell in love with it. When we first recommended, of course 2003, that’s when I really began to dive into it. Get to know these mining executive, going to events, right? Good people. By the way.
Some of them aren’t not the sharpest knife in the, in the, in the drawer. They tend to be very conservative and they don’t really, they’re not really fans of financial engineering. That’s changing a little bit, right, because new generations coming up like, like our friends at Snowline Gold and Scott Bertol. By the way, I forgot to say this. Tomorrow night for all our VRA members, we’re having a members only zoom with Snowline Gold CEO Scott Bertol. This is the, this is the most amazing gold story, probably the most. Not probably. I think it is the most important gold discovery in North America in decades.
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Stocks only up 4,500% in four years. Okay, so yeah, the stock is telling you something pretty cool is going on here, right? And.
Wait. Scott will join us tomorrow at 8 o’ clock Eastern, though if you’re a VRA member, look for that zoom link tomorrow. If you’re not, it’s not too late, come and join us. And you can be on tomorrow night as well. And then Thursday, we’re going to be joined for this podcast by none other than Wayne Allen. Root War himself is going to join us for a very special podcast to talk about his $100 million lawsuit that’s been filed against all of these media companies, Stanford University, everybody that wound up getting him banned from everywhere. Right? The original scamsters that tried that pulled off the plandemic. Wayne.
Wayne’s going after him from a business point of view of damage done to him professionally and personally and financially. So Wayne’s going to walk us through what that is, folks, because I think we, we may have a blueprint. Anybody listening here? Were you banned from Twitter? I was spitted five times. Banned. Banned. I was still banned. Still banned from Stripe Medium. Banned from Medium.
[00:29:25]:
All because we talked about the plan dimmick, PayPal banned. This is, this is VRA, believe it or not. I mean I’m a pretty, I’m a pretty tame guy, Wayne, if you think it’s, that’s something else. All my chase accounts closed. 12 Chase accounts, corporate and individual, close, closed. Now that was before the pandemic. That was because I was talking shit about Warren Buffett and Jamie Dimon on, on a, on a global speaking tour. So that’s why that happened.
But anyway, Wayne has really been targeted. We’re going to get the inside scoop on that because if Wayne comes up the playbook, he’s got a great law firm. In this way comes a good playbook on this folks, we’re going to have an opportunity maybe to follow his lead. If you were hurt and if you’ve been damaged and you’ve been debanked and all this stuff that’s happened to just good American patriots, these are crimes folks, is what they are. And all this has to be made right. You know, it really does. And I’m just proud of Wayne for doing this, going after these guys aggressively. He’s been truly harmed, fired from multiple jobs.
Right. Lost many, many opportunities. Also banned from Twitter. Right. And so many other things, Facebook and.
[00:30:34]:
Instagram. I mean, all of them. Right. Again, same, same with us. But he is, for him, it’s on steroids. Right. But anyway, back to the gold miners. This is why we know we’re so early in this bull market.
Because the spending cycle, the Capex cycle has yet to really ramp. Yet these, these, most of these mining executives are paralyzed. They didn’t see the move coming. They don’t know why it’s happening. They’re not aggressive. They don’t get ahead of the curve. They just don’t. Now younger companies, younger manager teams, they’re all over this.
That’s why their stock prices are doing better. Right. And that’s why ours are doing so well, I believe. Got good management teams. That’s so key in any company. Right? But anyway, until capex really starts ramping up, folks, we, we’re looking at probably, we’re looking at another eight to 10 to 12 years in this bull market. This is the bull market of bull markets for precious metals and miners, physical gold, physical silver. You don’t have to buy a lot of miners, find the right ones and, and, and, and, and, and just keep monthly dollars, dollar cost averaging into those.
[00:31:41]:
So by the end it’s saying in three, four, five years from now, you’re loaded to the gill in two of These or three of these. And don’t flip around and try to. Oh, no. That was how that was. No. Find really good mining, gold miners or silver, if that’s your cup of tea.
Make sure they’ve got good management teams. Make sure they’ve got, you know, at least 3,4 million ounces of gold in the ground. Right? That, that’s what I would say. But. But that they’re still junior because that’s where the biggest moves are going to come. And again, I think we’ve got a very long cycle here of this bull market we’re going to make. I’ve said it for a long time, we call it the bull market. A bull market for three years now.
Two, three years, I think. I think there’s gonna be ridiculous profits made in this group, especially if they do what we’re asking them to do, which is please, please, please don’t do a JV yet. Please, please, please do not agree to being bought out yet. Don’t even take the meetings. No interest, not interested. Let. Let that build, right? They don’t have an aura around you. Oh, these guys must have something big.
[00:32:47]:
They don’t have any interest even talking to us. That’s the mindset we want them to have where they’ve got the takeaway, right? They’ve got the ultimate takeaway. The fu. No, thank you. Hey, thanks, but no thanks. Off. You know what I mean? That’s the mindset you want all of your gold miners, silver miners to have. We don’t need you.
Thank you. Come back when, when gold is. Come back when gold is $10,000 now. Maybe we can talk then. Come back when silver’s 150. Maybe we can talk then. Right? And that’s what we’re encouraging. Okay.
Whether or not they’ll listen to us. Hey, we’ll all find out together, right? But again, our target is $15,000 on gold. And we’re looking at. We have now true price discovery taking place and gold and silver and it’s about time, is it not? It is about time. All right, let’s look under the hood today. Again, not a whole lot to talk about here. Internals were fine.
[00:33:37]:
2 to 1. They were negative again. Market was lower today. 2 to 1. Negative. NYSE on advanced decline. NASDAQ only negative by 600. Issues volume, downside volume 50, 57.1% NYSE upside volume on NASDAQ.
That’s interesting, right? 50, 59.7%. That, that stayed positive all day today. Again, semi is leading, folks. That is detailed. That is semi Bitcoin leading small caps up on the. Just bare flat on the day. Really down one tick. I mean again, the small cap should be strong here.
This is their, their seasonal time of year again. This is. This looks pretty textbook today, by the way. Pretty textbook. Pause. As I said a minute ago, what else today? Oh, we had more. Stocks hit 50 week high 50 close 279 to 137. Sector watch was not pretty.
[00:34:27]:
We had only one sector finish higher today. And, and that was. Well, that was technology. Again, that’s what you want to see, right? Up nine tenths of a percent again. Semi is leading the way. Communication services down 1.7%. A lot of, a lot of weird stories with Netflix. You’ve probably seen this.
What a mess. What a. And they brought it all on themselves. Have they not brought it all on themselves? You know, they were just, they were telling conservatives, you don’t want to be here, don’t leave, we don’t need you. We’re not going to change our, we’re not going to change our, our content.
Netflix, Disney, I mean, get woke and go broke. It just happens over idiots. These are idiots. And it happens time and again. Cracker Barrel materials also down 1.7%. Consumer discretionary down one and a half. That’s about it. That’s about the lay of the land.
[00:35:15]:
Not a great day for the internals, but again, we’ll say it’s transitory if I can use that J PAL terminology. What else? Take commodity watch. Gold today. Gold open higher and then again rates up. Dollars bouncing off extreme oversold levels. Right. Dollars probably due for, for a counter trend bounce. Anyway, gold’s had a great move, of course, down 23 today, down half percent.
4219. Silver today, down nine cents a percent. 58.49 copper today, all time high. Just coming off of now, but down today. 610 of a percent. 542 a pound. Crude oil today down 2%. 5885 a barrel.
That’s down 1.2. Excuse me. Down a 123 a barrel. Down 2% at 5885. And filing today, Bitcoin last trade here, $91,013 of Bitcoin that is up one and a half percent in the last 24 hours and up 6% over the last seven days. All right folks, that’s it for the day. Hope you have a great week. Let’s hope Jay Powell resigns this week and just moves on.
[00:36:16]:
Give us all a nice. Put that in the universe. Folks. Let’s make it happen. All right. Have a great day. We’ll see back here again tomorrow after the close.
In today's episode, Kip breaks down a volatile but promising week in the markets, highlighting the NASDAQ’s eight-day winning streak, remarkable rallies in the semiconductors and transports, and key indicators signaling continued market strength. We’ll dig into why contrarian signals are flashing, how global events and Federal Reserve policies are shaping investment opportunities, and spotlight the role of “smart money” in driving recent moves. Tune into today's podcast to learn more.
In today's episode, Kip breaks down a pivotal week for the markets, highlighting a powerful seven-day rally and the bullish signals emerging across equities. You'll hear timely insights on how global events—particularly the waning war and a shift in investor sentiment—are shaping smart money movements. Kip explores the lasting impact of retail traders pulling back, the surge in put buying, and why technical patterns and seasonality are now favoring an extended rally. We'll dive deep into the crucial role of semiconductors, transports, and housing as key market tells, as well as the latest action in bitcoin and gold. Kip also shares stories from Wall Street’s past and present, connects market patterns to past cycles, and pinpoints the sectors that stand to benefit as the next phase unfolds. Stay tuned for actionable analytics, market leadership insights, and the strategies driving the VRA approach as we navigate this new phase of the bull market. Tune into today's podcast to learn more.
In today’s episode, Kip breaks down a pivotal Wednesday for the markets, highlighting the Dow’s best single-day performance in a year and pivotal new all-time highs for both the semiconductor and transport indexes. You’ll hear about the ongoing strength of the U.S. economy, despite recent geopolitical uncertainty, including the “smart money hour” streak and blowout earnings from major companies like Delta Airlines. Kip also explores the end of the recent war, its impact on fiscal stimulus, and why corrections in this “generational bull market” are seen as buying opportunities rather than setbacks. Plus, the latest insights on sector rotations, the innovation revolution powering the U.S. recovery, forecasts for GDP growth, Federal Reserve moves, and updates on commodities, energy, and Bitcoin’s market leadership. Tune into today's podcast to learn more.
In today's episode, Tyler breaks down a dramatic start to the week following the long Easter weekend. Our major indexes reversed early losses to finish at their highs of the day, another clear signal of a strong, resilient market. Tyler also unpacks the latest headlines driving market moves, including the late-day development that sparked the sixth consecutive Smart Money Hour. Tune in to find out what it means for investors now.
Welcome to the VRA Investing Podcast. In today’s episode, Speaker A recaps a resilient market performance in the face of geopolitical turmoil, highlighting how, despite heightened tensions in the Middle East and strong rhetoric from Washington, U.S. markets closed at their highs. Speaker A explores the signals pointing to a bullish market pivot, including robust job numbers, the continued strength of semiconductors and bitcoin, and indicators suggesting the worst of the recent market correction may be behind us. The show also dives into the potential of the ongoing innovation revolution, including tokenization and the real-world application of blockchain, and shares why the coming years could bring generational investment opportunities. With sector updates, market internals, and key analysis, Speaker A provides a roadmap for navigating the current landscape and seizing growth opportunities in a rapidly evolving economy.
