In today's episode, Kip covers an extraordinary day for America and the markets as we reflect on the momentous outcome of President Trump's landslide election victory yesterday. Kip dives into what this historic win means for our country and, most importantly, your investments. From Bitcoin surging to $76K to the Dow Jones climbing 1500 points, join us as we break down the financial and economic implications of this triumph and the dawn of a new era.

Don’t look back because the market is closed. Good Wednesday afternoon, everyone. Kip Herriage here with the daily VRA Investing podcast. Hope you had a good day today. My guess is you had a very good day today. You know what? Forget about party affiliation, okay? This is about America. And this is what I’ve really heard from people, honestly, from both sides of the aisle. Because the Democrat Party, as we covered here so often with you, is really not a party.

It’s the state, that party. The insanity of this party only exists because of the deep state, the planners, because otherwise there is no power. We saw that yesterday, didn’t we, in the turnout and the landslide election that Trump had. But I think common sense was really on the ballot yesterday. Look, if you were running a campaign and you purposefully wanted to lose, you would do exactly what the Democrat Party has been doing. I’ll just repeat this. I haven’t said it a long time, but you know, when we started first talking about the red pilling of America, we’ve been talking about this theme for a long time. Of course we laid it out and I booked the big bribe a couple of years ago.

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It’s one of our five megatrends. We first started talking about it. I made the point, and I got to make it again today, that this has been so intentional that their policies are so far left, so insane, so destabilizing, demoralizing, like it’s a communist attack on America. But, but, but the fact that it is absolutely being done with purpose. And so then you ask the question, as we like to do, I’m going to follow the money, follow through the scenario. If the state is red pilling us, why do they, why are they doing it? What is the end game for them? Maybe it’s simply that, hey, you know what? We want to have a great. We’ve had the worst 20 year period in American history post 9 11. Maybe it’s time that we have a great 20 years.

Maybe it’s just time that Americans get a break, that we get to enjoy ourselves, make money in peace, right? Global peace and prosperity, right? Or maybe it’s something a little more nefarious. I don’t even, honestly, it’s such a celebratory day. I don’t even want to go there today. But the end result is without question that America has been red pilled. And that’s a very good thing as of now. Again, this is why you need a healthy two party system. You really don’t want everybody all in one party. That’s not historically has not proven to be a healthy thing.

But right now, again, we’re focused on the good stuff from this outcome. So I’ll leave my conspiracy theory hat aside for now because again, this is nothing but a massive celebration. Common sense won. President Trump won. As I wrote, he delivered an epic superhero like election comeback bombshell that will without question go down as the greatest political story in modern history. I believe in my heart. Again, we’ve said this often, this will bring about mourning in America again. It is now morning in America again.

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God just blessed us again. And our best days, I believe our best days are always directly had. Hard to argue with that now, isn’t it? You know, to my, to my friends that lean more to the pessimist side of things. You know what, enjoy this. Rebel in this. Prepare to profit and prosper and just again, enjoy the moment because this should be, this should be four years of good stuff. This is what we worked for. This is what we fought for.

This is what Trump certainly fought for. What you just, there are no, there are not enough adjectives to describe this guy and what he’s accomplished. If you know me at all, then you know I’ve had my problems with President Trump. Again, there’s no reason to go into that today fully back on the Trump train had been for some time. And again I couldn’t be happier obviously that he won. And what the case study of this man. Has there ever been anyone like him in our lifetime? I can’t think of anyone. Can anyone think of anyone? So we’re going to enjoy this.

We’re going to enjoy the red pilling of America and what’s happening. Because to flip to the investment side of this, as we covered, Tyler covered this on the podcast yesterday, we got all of our election barometers right. They were the stock market, these were the tells that we were looking for yesterday and overnight in the futures markets to tell us what was good the outcome was going to be. Now, by the way, pollsters, that whole, there’s so many industries that are dead. The legacy media, adios, fake news media, goodbye, we’re done with you, don’t need you. Right? We are, as Elon Musk said, we are our own news now. We break our own stories, follow our own news. We follow it on Twitter and social media and through our direct communication platforms we have with people that we know.

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And that’s fabulous. So legacy media, bye bye. What else is gone? Pollsters. Three elections in a row now, at least three elections in a row, these pollsters have gotten exactly wrong it’s really just another form of election rigging and election interference audios to you too. Because these betting websites now had it exactly right. I mean from Poly Poly. Poly Market, right. Poly Market Cauchy.

You know I could have spit, I could have told you all five of them yesterday. And you know, now it’s in the past. Anyway, they had it right because real money was on the line and in real money again there is no better discounting mechanism than real money. That’s why we pay attention to the markets, because the markets tell us what’s coming. And again the markets I believe got this right as well. Remember the markets had a pretty big move higher beginning in mid and mid September and then we went through that last week and a half of anxiety and shake out light volume by the way. But we gave some of those gains back and that’s where some of the trepidation came from about the outcome. But starting last night, the futures, when futures opened at 5 o’clock almost after the polls closed, futures started ramping higher.

Plus 300, plus 400. Right. And then all of a sudden here we are 8, 9 o’clock plus 400, 450 plus 500. And then as we got into the night, you know we’re +700 place 800. Bitcoin was ramping again. These were our election tells. The stock market. Tesla, we said yesterday, we’ve written in Tyler Cover this yesterday, our key election barometer.

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The one stock we were following was Tesla. How’d that work out folks? Tesla up 14% today, up a big $35 a share to 287. As you know we’ve been pounding the table on this as the one stock that must be owned for the innovation revolution in the roaring 2000s where we are right now. And again that’s another theme that just will continue now to pick up speed. Our other was other two were interest rates, interest rates, Bitcoin and Trump media interest rates. We said that interest rates would spike higher again as an election tell because the expectation of a stronger economy under Trump, that happened today. 10 year yield up to 4.42% off the highs of the day. But right now 4.42%.

And again it started, rates started ramping as well as a tell. Bitcoin, Bitcoin, what a great tell this was. What a great tell. Bitcoin closed up today, was at 10%. What’s the last trade here? Last trade Bitcoin is 75,800 again up 10% over yesterday’s trading. Also began to ramp higher and we saw an all time high in bitcoin. I think the all time high was registered about 11 o’clock last night. That’s when the confidence levels, that’s when the betting sites were all at hitting 75, 85% probability for Trump to win.

And then our last one was Trump, Trump Media but don’t own the stock. But again it’s, it’s a great tell. It’s a barometer because of DJT being the largest shareholder. And you know we saw that, that stock gap up in overnight trading as much as 40% hitting $54 did finish well off that finished closer to the lows and the highs today. But again as a tell all five of our tells work. So we were locked in there and we think we’re, we again we believe we are locked in. We think that this is an opportunity for, to build, to have massive success and prosperity both in the markets and the economy with our businesses. This is the time, if you have an idea, this is the time to put that into work.

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If you’ve got the desire and the work ethic to build wealth in the next several years, this is that time to stay locked in. Because the Trump economic miracle, which is something that I code, I named in 2016 in my book Crash Free Prosperity, becoming wealthy in the Age of Trump. I was the first to name it the Trump economic miracle. Combination of Trump’s tax cuts, Trump’s deregulation and Trump’s use of tariffs. And again that worked in Trump’s first term until the pandemic hit. And again this is what we should look for more of now. And again what’s interesting is now we have a Trump presidency. The Trump economic miracle meeting the roaring 2000-20s innovation revolution folks.

These are some powerful themes that are combining here. And again we saw it in the market today, didn’t we? Let’s cover the market share. I’ll come back to some of this stuff. A good day today again closed at the highs of the day. We were just rock solid all day long. Dow Jones finishing up 1500 points today up three and a half percent. SGF hundred up two and a half percent. NASDAQ up three percent.

And Russ 2000, our winner, small caps because combination of reasons again, a strong domestic economy. Small caps are the only index by the way, every index hit an all time high today except for small caps. They’re now 3% below their all time high of 2021, if you can believe that. And again, small CAP study rose 2000 up almost 6% on the day. And again, these indexes closing at the highest of the day. Very, very bullish. Bodes well for the future. The bugaboo.

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Again, rates are higher. We get the Fed meeting starting today. We’ll get our Fed rate cut tomorrow, which we’re expecting, fully expecting, a quarter point cut. Of course, it’ll be Powell’s presser afterwards that always brings the dangers of what’s he going to say this time? Cut his mic. Because it’s just, you just know this guy is going to answer a question in a wrong way and send the markets lower. I would not be surprised to see that tomorrow. But again, we’re going to be buying know this, we’ll be buying dips. And also, and I’ll share this tomorrow morning’s letter the bureau investing system, we are this, this market went sideways to slightly lower for the last couple weeks.

So we are nowhere near overbought levels that would concern us. I mean, we have a long Runway. This market’s got a long way to run. We will be buyers of dip and we’ll be highlighting those positions as we, as we do with you as we go forward. But we’re locked in. This bull market will continue to pick up speed. This is early innings, folks. First inning of the innovation revolution, probably the second inning of the bull market.

That’s, that’s how early this is. Our targets remain Dow Jones 100,000 plus. But at least 100,000 for the Dow Jones. We’re at 43, seven now. And 40,000 for the NASDAQ. We’re at 18,900 now. Buy the dip has been the smartest smart money strategy from the birth of this bull market, October 13, 2022. It will continue to be the smartest of smart money strategies.

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There are some identifiers that we’ll look for as opportunities to take profits. We are going to be doing that a little more actively going forward because we think the trading opportunity is going to be there. But we’re not going to do it until we hit extreme overvolt levels on our gauges, on what the VRA system tells us and the long term again barometers that we follow that say from sentiment to again our technical analysis that say, okay, you know what, it’s time to take some profits here. People get a little too pulled up. We’re getting extremely robot on our momentum oscillators. Time to take a little off the table. But again, when I have that conversation now, all right, this is, this is a buy the dip conversation again. This today proved what’s going to happen here.

But I think, you know, I’ve got some other themes. Frankly. I’m a little, I’m a little tired today. A little talked out. I didn’t sleep last night. I’m sure a lot of you didn’t either. But I put all this in today’s very letter instead of going through it again. I’ll just encourage you to read that.

But you know there are a lot of interesting things are going to happen going forward and they’re going to be, they’re going to be good. This is a great time to be an optimist. It just is. I think it’s always a good time to be glasses have full person but that day is especially now let’s take a look under the hood today at our internals. Not great by the way. I mean not bad at all, but not what you would think for a day with these outside kind of gains in our internals we had for advanced decline. NASDAQ was right at just below 2 to 1 positive. Again that’s good.

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Not great. NYSE did not even hit 2 to 1 positive. 1.71 positive volume. Nasdaq volume not even 3 to 1 positive. Big numbers though bought a lot of volume trades today in Nasdaq. People were again coming back into the market after getting nervous about the election. Nyse volume was 2 to 1 positive. And this is a big number.

This was the new 50 week highs, the lows. This is something that stood out to us today. This is the highest reading we’ve seen in some time. We had 1135 stocks in the 52 week high to just 209, a new 52 week low. So again this is, this is what happens in a breakout. We would expect again any pullback to be bought. We would think we’re going to go through a stretch now where the internal should be very good. And remember we are now in the best three months of the year, especially going to be true for tech.

Also today as a reminder, you look at the charts, the most oversold group, the cheapest group is the semiconductors. When could you say that at all time highs over the last two years? You couldn’t. You couldn’t. And that is the case now. SMH the semi ETF today was up by 3% again demise up over 3.1%. Nasdaq up 2.9%. That is textbook demise. Leading Nasdaq, NASDAQ leading the broad market Outside the small caps which roared today because he had strong economy.

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Trump’s tariffs are going to make small caps a more interesting, have more appeal for their businesses. So again, they’re cheaper. But again, the semis. Look at the chart of the semis, folks. It’s a screaming buy. It just is. Now one of the things that’s held to semi. Two things.

First of all, there’s been some bad news in some of these semis like Super Micro. You know, this stock just been taken to the woodshed. We don’t own it and barely follow it. But it was down another 19 today. The 52 week high on Super Micro computer was chip company was 123. The 50 week high 123. It’s 22 a share now. So that’s brought some fear into the market right now.

Nvidia has been very strong, but the semis and there’s been a couple other outliers that have had their own stories. But again, I think that’s going to be when you have this much money going into a sector and the chips act is brought. That’s another thing. There are, there are, there are changes being made to the chips Act. Some concern that Trump could dump the whole thing. I don’t believe he’d do that because this is, this is powerful. We need to bring our microprocessor chip production back to the US From Taiwan. Trump must know this.

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He might want to put his name on it, but anything he’d do there would be an improvement. All right. I don’t think he wants the money flow to stop going into U.S. semiconductor companies. Right. So, but, but the fear has been there. But we again, we think it’s a great buying opportunity. The chart looks fantastic and again is the cheapest, it is the cheapest sector there is.

And because it led for, you know, outside of the last two months, the semiconductors have led for the entirety of this bull market. They’re going to become leaders again. So the semis are looking very good here in our opinion and our sector watch today. Okay, here we go. Sectors again, not Great, but good. Eight sectors finished higher. Three finished lower again. Financials up 6%.

Banks love Trump. Industrials up 4%. A lot of small caps in the financials, by the way. Industrials up 4%. Consumer discretionary up 3.6. A lot of 2 to 3% gains plus real estate to the downside because the higher rates down 2.64%. It’s a very hard sector to figure out day to day. Okay, look, the house, the housing market, the housing bull market is still in its infancy as well.

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Once rates come down and see that’s the thing. People are saying that Trump is going to be responsible for higher rates. People don’t know how this guy operates. Have we forgotten what rates did during Trump’s first term? All right, all they did was go lower until the Federal Reserve started jacking them up to try to slow down economic growth. Hopefully Jay Powell is going to be under control this time. If not, get them, you’re fired. Get him out of there. Right.

Because rates should go lower. The reason, inflation. We’re going to continue to see disinflation and rates go lower. And we believe in two, three years or so we’re going to have pure deflation. That’s what the innovation revolution is going to do. That’s been our theme now for over a year. We believe it’s the right theme. If it changes, we will let you know.

But we think rates go lower, that’s going to be very, very good. Due to the housing market, especially a lot of first time buyers that haven’t been able to get into a home yet. That’s all going to change. Folks. We got the sheriff back in town, right? We got the sheriff back in town. Things are about to get right as rain by the effing debt. All right, in our, in our precious metals commodity watch again, ugly day. Gold down $82 an ounce a day for all the reasons we talked about.

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Okay, I actually sent out a special, I was sent out a special letter this afternoon about this. I guess a lot of you may be listening, don’t know about this. Okay, here’s the theme. First of all, remember, we are in the bull market of bull markets for fresh mills and miners. That, that does not change. But today everyone’s saying, I say, I say everyone. I’ve seen many analysts go, well, rates are spiking, dollar spiking. No, no, no, no, no, no, no.

That’s not it. Gold’s been going up as the dollar’s been rising. Gold’s been going up as rates. That ain’t it. It is the fact that now with Trump, the sheriff being back in town, that our global geopolitical risk are much lower. They just got lower. Because we know what’s going to happen. Ukraine and Ukraine and Russia, that war is ending the money.

The money. I am absolutely drained. I gotta tell you, this is embarrassing. The money flow, you’ll follow the money, right? But these criminal oligarchs, including in the US And Russia and Ukraine, that’s coming to an end. That means there will be peace. That’s the one thing we know with Trump he finds a way to make peace. Right. He is not a fan of the military industrial complex.

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Praise Jesus for that. And again it’s because that flight to safety trade is now out of gold. At least today. Look, we’re, we’re taking a bit of a wait and see approach. We were, we were all ready to add to our miners positions. Although we did tell you last Thursday gold had hit extreme over model steroids. That is when bad things tend to happen. And it did, didn’t it? But the miners are gold again down 3% today.

Down $81 now to 2668. We’re so ready to buy the miners. We’re just not quite there yet. They are hitting heavily to extreme oversold. But they also broke that lower channel we’ve been focused on here. The bullish channel has been in place since April. It’s been right as rain to the upside and downside and it broke to below that today. So just out of caution we’re gonna wait.

Look, you don’t have to. We don’t have to catch the bottom. We don’t catch a falling knife. I don’t think that’s what it’s going to be. But when we see a sustained move higher back into that bullish channel, we’ll certainly will act again. It’s not that we sold our positions. We did. We’re still long these positions just for putting new money to work really.

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Market timing. That’s what this references here now. But yeah, the, the thing about. Yeah the primary reason for the bull market is taking place in precious mills and miners is about one thing and one thing really only fiat currency money printing. Because that ain’t going to change. Right. I think that Trump will get a handle on our deficits and in our debt. I think Elon Musk being part of.

Look at this. Elon Musk RFK Jr. What? Look at this. It’s not just MAGA. It’s going to be Maha make America healthy again. Praise God for that too. I get these vaccines. Get them off.

72 vaccines. Kids take an average 72. What? It’s complete insanity. I can say our boys didn’t. We held the light on that as best that we could where they just took a handful of them but it’s completely gone bonkers now. And our processed foods. I mean this is. America’s about to get healthy again and again.

[00:22:31]:
Just what Again, so many reasons to celebrate. This is a turning point for America. It is morning in America again. I just. Again, a lot of reasons to celebrate and I know you Share in that. So looking forward to where this goes folks. So looking forward to this again. We’re going to stay locked in.

We know you are as well. Looking forward to the journey of the next several years. Silver today down four and a half percent, down $848 an ounce to a 31, 29. And silver always seems to get hit harder in both directions, upside and downside. But again this is a shakeout. We will be buying again soon, I can promise you that. Copper down 5.2% today. Again, does that make any sense? See this is the so I’m talking about.

That make what sense does this make? Trump is coming in. The economy is going to rock and roll. Copper should go up. See what I’m talking about. The, this is reactionary folks that these are, these are, these are counter trends which are minor trends. The majority, the primary trends firmly intact for Copper to be down 5% today on a Trump election win. No, no, this is reactionary. Everything in this space had, everything commodity wise had to go and it did right, including crude oil which, which closed down just slightly today.

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But again copper finishing at 420, 424 a pound. Crude oil 7186 essentially flat on the day. And what else here? Nat gas up 1.8%. Very bullish on nat gas here. And finally today, bitcoin. Give you a final again very, very good day. I gotta tell you bitcoin. Gotta tell you one thing again, Bitcoin 75, 700 as I speak.

Something that’s about to be making the rounds again. Senator Loomis proposed this at that big bitcoin conference. What was that about three months ago. And this is going to happen folks. We’re going to have a bitcoin reserve. Trump’s talked about it. Trump is now of course the bitcoin president. A bitcoin reserve estimated to hold 1 million bitcoin.

They’ll buy so many every year for a certain 5 or 10 year time frame until we get to 1 million Bitcoin in the treasury held for the, for taxpayers, held for the government, held for us. That right now is that today’s valuation would be $76 billion. Again it’s a breakout all time high in bitcoin. Our target remains 100,000 this year. I think that’s gonna be on the low side. I think, I think you’re gonna see a real move higher. Everything about this chart looks fantastic. The fundamentals look great, technicals look great.

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We are buyers of bitcoin on every dip that we have. We’re recommending buying Bitcoin. All right, folks, that’s it for today. Again, congratulations to all of us. America, congratulations. Way to go. President Trump. You are unbelievable.

Thanks for listening, folks. Have a great day. We’ll see you back here again tomorrow after the close.