In today’s episode, Kip dives into pressing market updates and shares his optimistic outlook for the economy, predicting explosive growth and new highs for stocks and cryptocurrencies alike. He covers everything from the latest ...
We’ll look back because the market is closed. Good Wednesday after everyone. Kip Herriage here with the daily VRA Investing podcast. Hope you had a good day today. Lots to talk about here. Let’s get right to it. First of all, I’m either going to be on FOX Business tomorrow or Friday. I’ll find out in the morning.
That’s with, of course, Charles Payne’s Making Money show and the 2pm Eastern Time hour. Also, to all of our Lost Soldier investors here, Lost Soldier Oil and gas. I just spoke to them at length yesterday and today and they’re going to have a lengthy update for everyone. Not sure we’re going to do a zoom meeting or they’re just going to send out an email with all the updates. They’ve got about 10 different things to report on that’ll be out either. Well, it’ll be next week. They’re saying Wednesday through Friday. Ballpark.
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There also is a new commercial that’ll be airing. The Lost Soldier commercial will be airing on let me get this right, Bloomberg, Fox Business, CNBC and a couple other. It’ll be in Rumble as well. I’ve seen the spot. It’s very good. So you’ll get that next week. As far as markets today, let me start by saying talking about a little bit about the the president here because, you know, this is, this is this gets into the political arena. But it also, of course, closely dovetails of what’s happening in the markets and the economy.
The, the brouhaha that has been stirred up over this Jeffrey Epstein business is just incredible. Wayne Allen Root just published a piece on the Gateway Pundit. I just read it before this podcast. You’ll want to read it, too. Surprised me. Wayne went there and said, Mr. President, you’ve got to make this, you’ve got to you can’t just say, oh, he was a creep and then we’re going to let this thing go. Too many people care deeply about this.
You know, pedophilia and child rape. This is something that has hit people hard. And Trump said, you know, he was going to this was something they were going to get to the bottom of. You can’t just sweep it under the rug. And I think there’s something to this that we’re hearing from more people than we hear about on any issue. I’ll tell you, the analogy first came to mind for me. I would have thought that people would be far more upset by the how many, how many deaths have we had from the jab? You’ve probably seen it just this week. It’s been verified by multiple medical journals that, yeah, these turbo cancers are being caused by the jabs.
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So I don’t know, what do we have? A hundred thousand deaths, a million deaths? What’s it going to wind up? We don’t know. Right. We don’t know. I would have thought people being mercy about. They’re not people are more upset about Epstein than they are about the death poison jabs. That really surprised me. So you never know. You know, you never know what’s going to happen.
I’ll tell you this, though. I think Trump, he’s like, he’s done so many good things. The bbb, whether you like it or not, there’s some great, there’s some great economic solutions in there that are really going to drive the economy. I have no doubt about that. US Economy is about to rock and seriously roll. Right. We’re talking about GDP growth of better than 5%, probably in the fourth quarter of this year, but as we said, within a year of the signing of it. So let’s say in the next 12 months, I think by year end.
And folks, if the, if GDP growth’s going to 5% and we’re what we just had, negative GD or 0.1% GDP, if we’re going to 5% GDP growth by year end, what do you think the stock market’s going to do? Because I have a pretty good idea. All right. Because that’s not just going to be a flash in the pan. It’s going to be steady growth. When you combine that with the innovation revolution, the five big broad megatrends we’ve been talking with you about here now for three years, the economy and the markets are really ready to go. So at the end of the day, do I think the midterms will be impacted by Epstein, whether Trump decides to deal with it or not? I don’t know. I think as long as the economy soars and the market does as well, I think that people will be willing to look past it. And by the way, who are you going to vote for? I mean, people are saying they’re going to lose the midterms.
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Seriously, you’re going to vote for these clowns on the left? I don’t think so. Of course, it depends on whether or not they get the vote rigging, whether or not that’s going to be fixed as well. So a lot can happen between now and the midterms. But I got to tell you the truth, I think, as Wayne just said today in his piece, Mr. President, you got to step up and do the right thing. I’ll just tell you what Wayne just told me. Okay. Wayne, as you may have heard, has landed a fantastic new deal with Gateway Pundit and it’s going to be a joint podcast.
It’s the only one Gateway Pundit has. It’s going to be Wayne Allen Root show every day as like essentially a two hour TV show. And that’s, that’s, I’m really happy for Wayne. We’re going to be the leads, the lead sponsor of the show. I said, I said yes immediately when I was asked the question because this is going to be big and Wayne deserves it. He works harder than anybody that I know besides Trump. And I don’t know Trump personally, but I can tell you that Wayne’s got the work ethic of 10 donkeys. I mean, this guy just non stop goes and such a good guy, got a big heart.
It surprised me to see him write this piece, but he just told me today, he said my timing is probably pretty bad here because Trump’s about to read this piece, if he hadn’t already. And tomorrow we have a call and I need to ask him to be my first guest on the new show starting Monday. So he said, my guess is he’s going to say no and probably drop a few select choice words at me for daring to write this piece. But he said that’s not the way Trump really is. Anyway, so, anyway, but that’s Wayne Root. That’s, that’s just. If you had any doubt who Wayne Allen Root is, that that might help, that might help your questions about that. Okay, markets today.
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First of all, let’s just go down the list. Bitcoin, all time high. Out of nowhere, it’s all, it’s pulled back now to 110,8000. But it briefly traded above 112,000 within the last hour. We’re sitting here watching just tick, tick, tick, tick up, you know, and next thing you know, Bitcoin’s up at one point, up 3% of the day right now it’s still up 2% of the last trade, 110,800. But again, it did trade over 112,000. Move came happening out of nowhere. Nvidia today also first company to ever hit a market cap of $4 trillion.
I know that a lot of people are, are telling me that’s a sign, that’s the sign of a top cap. I’m actually hearing that online today. It’s a sign of the top. And no, it’s not a sign of the top. It’s the first of many. Nvidia will go from 4 trillion to 5 trillion to 6 trillion. There’ll be several other companies that join them at 4 trillion and then 5. This is where we are.
We are the innovation revolution. In a period of unbelievable economic growth with innovation and invention that we can’t even fathom right now. We don’t even know that’s how big these changes are going to be for our lives. I think the quote is like, you know, it’s like magic. You know, when you see, when you see a true innovation, it’s like seeing magic because you can’t, you’ve never seen it before. You can’t fathom that that’s real. And that’s how I felt when I saw my first email. I was like, what? And then I saw, you know, first.com online shopping.
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Oh my God. Well, it just hit you. How did they do this? You know, it doesn’t even, it didn’t even. They didn’t even do this on Star Trek. Star Trek didn’t even have emails and online shopping. They had the little handheld thing for communicator. Right? But it didn’t have all the data. I mean, Star Trek couldn’t even see it, you know, and anyway, so look, that’s the era that we’re in though, of extraordinary change.
Most of it’s going to be really good. Some of it maybe not, but for those. And I hear this every day, I’m sure you do as well. You know, for everyone saying that this age of innovation and AI is going to cost so many, so many, many millions of jobs and just say nonsense. It’s absolutely nonsense. And here’s how I know it’s nonsense. Because it’s never happened before. Every time we’ve gone through a period of industrialization, technological change, what has it done now? Sometimes every time, three to more jobs every single time.
So this would be the outlier if it didn’t. So look, the thing is we don’t know how this job’s going to be. We don’t know this jobs are going to be even. We just know you can rest. Rest confidently. Sleep well. Folks. You’re hearing your Kip Herridge here, okay? I’ve spotted a few, I spotted a few trends in my lifetime and I’m telling you straight up that job growth is going to be unbelievable.
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The millions and millions of jobs that AI and the innovation revolution is going to create the new industries, space tourism. This is going to be absolutely insane. We are so lucky to live in the, the time that we do now, there’s never been, we’ve said this for how long? There’s never been a better time to be an optimist. It’s a very tough time for pessimists, I will tell you, because they’re, they’re just, they’re, they’re, they’re, they’re, they’re globbing on to fear mongers because that’s all they can do right now. And this, there’s this psyop of negativity that Tyler and I talked about with you now for years, right? We wrote about in the Big Bribe. There is a psyop of negativity and it is absolutely intentional. I think I know why it’s there, but I do know it’s there, even if I don’t know why. And the bottom line is that it’s got so many people so afraid, so, so scared, so living, you know, afraid to put money in the markets because the thing’s going to crash.
Everything’s going to crash. It’s all going to crash. No, it’s only going to keep going higher. The markets are only going to soar from here into 20, 30 plus. Okay? That’s been our view for three years now. And we’re only, you know, we only get more confident in our views the more data and evidence that we see from it. Right? What’s actually happening. Okay, what else today? All right.
Lost soldier. Nvidia. Four trillion dollar market cap. Way to go, Nvidia. Of course, that’s the one of our favorite positions here. I, I’ll just mention this. I don’t want to. I don’t.
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I’ve got notes everywhere here today. And I got to be on the conference call here in about 10 minutes. So I gotta, I gotta talk quick. Call ratio today was high again. You know, that’s interesting, right? Put call ratio today opened at a 1.14, closed at a 0.87. Right? This, this market, I moved up across the board. You know, Russ 2000 was our leader today, by the way, up better than 1%. Small caps are getting hot.
That is a very good, very, very good sign for the US Economy. Very good sign also the. But we were up higher across the board. Every index was higher today. Semis did not lead today. They were up 7, 10%. They led yesterday. And again, I shared that chart this morning in our very letter.
It is the most important chart that there is. It’s a semi. It’s a semi SP100 relative strength chart. Semi SP100. There is no more important chart. If you understand that chart, then you understand which direction the market’s headed in. It is the directional tell of our times going back to the birth of quantitative easing. So it’s something we’ll keep spending a lot of time on here.
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And again, as you saw on the chart this morning, you know, it’s parabolic. I mean, at some point, you know, Nvidia and semis will get tired. And then I think instead of having a big correction, that’s not going to happen. We’ll just see other parts of the market start to. You’ll see rotations. And that’s the power of this bull market. We haven’t even really gotten to that phase yet. Right.
Where rotations take place that are so powerful the markets just don’t go down. Right. We’ll get there. We’re headed that way also. We have yet to get to the phase. We’re where the IPO market’s red hot. It’s getting hotter, right? But we know we haven’t gotten to the point yet. People are quitting their jobs to go day trade.
We got there before, we got there before in the dot com era and we got there a little bit, but we also got there in the 2005 ish. People were doing it when the housing market was going crazy. So we’ll get there again. But we have not seen the telltale signs that tell us that this market is frothy at all. It’s just not there. It’s just not there. So we may be over. We overbought markets are extremely overbought.
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There’s no question about that. But this is a melt up bull market. It just is. And we see a lot of reasons to be bullish here. But again, you know, this is, it is a dangerous time to buy here, but it’s a great time to hold, I’ll put it that way. Right. That’s pretty much what we’re doing here we do with VRA is we continue to add to our 10 baggers. Our stocks had the ability to go up more than 10 times, make 10 times your money.
Thousand percent gains. We buy those every month as part of our monthly dollar cost averaging program. We’re always adding to our favorite positions. That’s the Peter lynch school of investing. That’s what we practice here. Warren Buffett school of investing too. You always want to keep buying things that you love, right? And we do that monthly here. But with our broad market positions, we get this overbought.
We just pause our buying. No reason to sell. We just want to pause our Buying. We’re not buying NVID now by the way. We own it. We’re up like 55% in two months. But we’re not buying it here. But we are holding it.
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We’re not about to sell it because it’s so much higher. So anyway, that’s our approach here. I’m going to share this in tomorrow’s letter. I’ve got some new info on housing. We’re long again. The housing stocks have been here for a couple weeks I guess, right? Already up about 20% in our three time leverage housing ETF. This move I think is going to be really good. I think we’re looking at as we’ve done before in this name.
I think we’re looking at 100 gains here in a I L that’s a three time leveraged housing ETF which is up 11% today. The housing market could not be any stronger. And I know whenever I say people like but what people nobody can buy for to buy a home. What are you talking about? Have you seen credit, Credit? Is this all this bad data about all the credit scores? People aren’t paying the credit card debt? No, that’s all nonsense. Yeah, along the fringes. Yes, some of that is happening but it just doesn’t affect the big picture because the big picture is so strong. We’ve been talking to you about this now for a couple of years. 40% of Americans have paid their home off.
Right? That’s all time high. Home equity at all time highs. Net equity in home now is $34 trillion all time high. What do you think’s going to happen when rates start to fall again? This is one of our favorite topics because no one, none of the bears want to talk about this, right? They don’t want to go there man this. They have no idea how much money is going to come buy into buying other homes is going to come into the stock market, into the broader economy. That hasn’t started yet, folks. This is a melt up bull market. This is an absolute melt up bull market that only needs one thing to initiate is to really initiate the melt up and that is interest rates to fall.
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That’s the only thing. Mortgage rates at 7%. That’s the only thing. And that’s probably the design. They really don’t want this market to melt up. Certainly not with Trump as president. They’re trying to hold, you know, get Trump as the Fed and Jay Powell, they’re trying to hold that back as much as possible. But look, it’s not going to hold.
Powell’s Gone in May. Right. They’re probably going to have a, if you won’t start lowering rates, which the pressure is building. They’re going to have a shadow Fed chair though. Trump’s going to do everything his power. You’ve got to think that, you know, like the Epstein thing, right? Like these congressmen that no doubt they’re video of them doing something they shouldn’t be doing that impacts their votes on things. You got to think Jay Powell’s got something in his closet, don’t you? I think he’s got some. What is it? Trump’s going to find out what that is and get Powell to start cutting rates tomorrow.
Trump said today the fed funds rate should be 3% lower than it is now. Trump wants the Fed funds rate to be 1.33%. Trump seems to be getting everything he wants, does he not? What do you think is going to happen to the stock market and to the housing market if we just get a 1% decline in the federal funds rate? I think we, I think we have a pretty good idea. That’s why the market’s going down. It’s a discounting mechanism. The markets know it before it happens. Follow the markets. The markets are telling us stay invested in this market.
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We’re going a lot higher anyway. I’ll share that tomorrow morning in our, in our letter with you. And again, so many people that are, they’re just so, so, so fear mongering about our debt. It’s such a big deal. It’s such a. No, it’s not a big deal. Here’s why. Our debt to GDP is 123%.
Yes, that’s historically high. You got to go back to World War II to find that. That’s why Trump’s so committed to growth. We need to grow our way out of it. We can’t cut our way out of it. Okay. We have to grow our way out of it. That’s what he’s doing with the bbb, everything he’s got planned for the US Economy.
But again, the issue they never want to talk about and they just drop the conversation like the hot potato when you mention, yeah, our debt to GDP is 122%. How about Japan? Japan’s 250%. That’s more than twice as bad as ours. China is more than 300%. They’re probably, realistically, honestly, they’re probably three times greater than our debt to GDP. See, that’s, that’s, that’s the perspective that actually matters. Right? That’s the, that’s really the conversation we should be having. And that’s why it just doesn’t matter that our debt to GDP is where it is.
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We have no problem making our interest payments. We have no, no problem making our principal payments. We have to grow the economy and we need rates to come down. Just getting rates down will help with our, with our, with our debt issues. Right again. Jay Powell. What you doing man? What you got against this President? Why, why are you, why, why, why are you being, why are you being such an asshole with these high rates? Let’s find out something. If anybody’s got any good, good smut on Jay Powell, just call Tyler and myself, let us know and we’ll get it to Wayne, Wayne will get it to Trump.
Anybody that’s got some really good back channel information on J Power or anybody else in the Federal Reserve, please let us know. All right, let’s take a look under hood today again. Good day here today. The turtles backed it up as well. I’ll go through it quickly. We had up volume today. Excuse me, advanced decline 2 to 1. We can round up 2 to 1 right there for both NYSE and NASDAQ.
74 up volume day, NASDAQ very good reading. 51.5% in NYC and we had 247 stocks at a 50 week high to the 62 hitting a new 52 week low. These internals are solid. They’ll continue I think. We think get even better. By the way, truflation, which I know is a lot of, a lot of your favorite source of real information data instead of what we get with the CPI and core PCE and all that garbage the Fed likes to manipulate on their own. The Truflation US index now is down to 1 0.66% index. Excuse me, inflation level, that’s a new low for the year.
Excuse me, year date was 1.22 so 1.66 but it’s dropped 60 basis points in the last four months. So we’re definitely headed the right direction again that’s trueflation. You can follow the work@truflation.com I’ll probably write this up tomorrow morning as well. So again good internals today. Sector Watch also very good Today we had eight sectors higher, three lower, not a lot. Utilities up 1%. Tech again leading up nine tenths of 1%. To the downside.
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Consumer staples just down a half percent. And our commodity watch today. You know the miners got killed yesterday. Look, we copper up 10%. That’s fantastic. But so why were the gold miners down 4%. Right. Because the dollar was stronger.
There’s a lot of the primary trend is what we should be, you know, concerned with and the primary trend. But we love gold, silver, the miners. You know, the primary trend is rock solid. Rock solid could not be any stronger. The charts back it up, fundamentals, everything. But in the, in the, in the short term you get these counter trend moves that can be a little scary. And we got that yesterday again with the GDX. Gold mining shift down 4% but copper up 10% again.
You know that’s really tied to. More is tied Dr. Copper of course is telling us the economy, global economy is in very, very good shape. And it is, but it’s no, we’re, you know, we’re probably not going to have tariffs placed on all copper miners. We just don’t have a lot of copper production in this country. And that resulted in the big one move higher today. That was really short squeeze action. So I don’t think that’s going to continue to be the case.
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We love the miners here. I shared the chart this morning, a very letter. Gdx, the gold miner ETF has pulled exactly back to its lower trend line. It’s got an ascending bullish channel. It’s been in place all year and it’s pulled back exactly at lower trend line. We like, just like, we like bitcoin, we like the miners here. We got a very eclectic portfolio as those of you know that are with us here. Our view is this.
If we can make money in something and we understand it, if we understand it and we can make money in it because our VRA investing system says it’s a buy, then we’ll go there. Right? But we only invest in things we know. The VRA system is flashing a buy signal. Otherwise you know what, there’s too many ways to make money. We’d never force a round peg in the square hole here. All right, what else rest of commodities here? Gold today was up five bucks an ounce at 3322. Silver today down 14 cents announced at 3660 an ounce. Copper giving up what, two and a half percent of his gains from yesterday last trade now 554 a pound.
Crude oil flat on the day today 68.30 a barrel. And again Bitcoin after printing 112, I didn’t see the trade but everyone was talking about it. So it obviously hit 112,000, a new all time high. Last trade now back to 111,000. We think this is the breakout this is Bitcoin to 121 30. And again our year end target remains 200,000. So it’s just there is no better supply demand story. And every day.
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Every day is a good day to buy bitcoin and. And gold and. And Nvidia and Tesla and I could list a few mo others. But why would you need to pay us to find out what those are, right? All right folks, that’s it for the day. Hope you had a great day. Maybe a better night. We’ll see you back here again tomorrow after the close.
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