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.

Don’t 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. My guess is you did. Today was one of those very good days also. I think today was a tell.

If you could say that a single day is a tell. Today was a tell. We’ll talk about that a little bit. Talk about these war updates if you’re with us here. And he got my email last night. You woke up this morning to exactly what happened. I mean, you know, every now and then you, you get a call, right? We folks, we, we, we got, we got this call, right? We, we’ve gotten this the, from the bottom of March 30, we called the bottom on that day and we’ve been positioned that way. And look, this is just getting started.

Look, we’re broken record on this. But if you’re new here, I will walk you through some of the reasons. Again, more important, most important than anything else is that this is a structural bull market. They’re the most powerful kind. They’re based in the fundamentals. And when we, Tyler and I started saying this four years ago, we wrote the Big Bribe. We had people looking at us like we had three heads, like structural fundamentals. What are you talking about Again, Biden was president at the time, so it was, it wasn’t an easy case to make with him as president.

But everything in the economy, everything in corporate America, everything across America, as long as you’re talking about the first America, right, had rarely if ever been stronger. And that’s what’s propelling this. And it’s going to continue. You know, again, this is, we’re still very, very early, very, very early in this bull market, folks. We haven’t even gotten to the IPO stage yet. Have not. That’s coming, right? SP SpaceX, it’s coming. There’s about three big IPOs coming, but we’re not there yet.

For those that maybe didn’t live and work through the dot com melt up, I remember pretty well and what I remember was a flood of IPOs that just wouldn’t stop. That might sound bearish. Could get all the new IPOs you’d think that would, it would dry up all the liquidity. It did not. You know, it did not. We had hundreds of IPOs that doubled on the first day of trading on the first day alone. And we had like a hundred, I think it was like 140 over three year period. 140 IPOs went up more than 300% on the first day.

And again we have yet, we’ve yet to get to that phase of this bull market. That’s how early this bull market is. But we’re starting like today, today get. I think we should get used to days like this because this bull market is going to be that strong that we’re going to have days like this all time highs today and everything. But the Dow Jones so SBF 100, NASDAQ and Russ 2000 all time high. That’s another point when small caps are hitting back to back all time highs like this on strength, on volume. That’s another big tell, right? Because that means, that means the markets are broadening, you know and how, how long do we have to listen if you only 7 companies driving this horrible market that’s not healthy, that’s going to crash at all. You know what I mean? And we had to put up with that nonsense for.

And still do really. There are still people who think it’s just a few companies making the market go up. And it’s not. And it’s not when you get all time highs at all time high and the advanced decline line in multiple indexes that tells you what’s really going on here, which is this is becoming a very broad based move higher. Oh, do you see a gold. I get it. If I said what I wanted to say, everybody listen to this would go, kip, stop being an right, stop, stop, stop bragging. But we got this call right.

We’ve been saying double down, average down but not averaged up. In this case in gold, silver in the miners said whatever you do during this, you know, three to four weeks sell off, we had don’t sell, add to your positions. And then again the news last night, which I’ll cover in just a moment because it’s really, it’s really important what’s happening here. Trump pivoted. When Trump pivots, he pivots hard. Trump is done with this war. He wants it over with. He knows the midterms are six months away.

He wants to get to the fun part of this year. The 250th anniversary, the world cup, the Olympics, all here in the U.S. of course, Trump wants to get back into celebratory mode. Trump wants to get, he wants animal spirits raging throughout this country. And folks that’s coming. That’s why I say today. Get used to days like today. Get used to it.

[00:04:59]:
Another point, it is days like this that should scare the shit out of anybody even thinking about being short this market. And there’s still a lot of people short this market. But when you get an open like we got today and then you. There, there was no dip, do you notice? Because there’s just buyers, there’s buyers lined up, shorts that are covering and then they got to go long. People, people sitting on too much cash. There’s still a ton of liquidity out there. And when you don’t see a dip in anything, really nothing. We bought some positions today in, in, in the.

For our parabolic options program, but there was no dip today. It was very, very, very, very minuscule. And that tells you there’s just a lot more strength behind this. So, yeah, this carries over. Remember, Trump’s going to be in China with President Xi in eight days. And Trump wants this, he wants us behind him, he wants to move forward. And he found me, he got the perfect opportunity yesterday when I saw that Trump was pausing his Project Freedom, which was designed to really essentially reopen this trade of Hormuz. When I said he, when I saw that, he said, we’re pausing that immediately, I said, that’s an olive branch to Iran.

Reopening the straight is hugely bullish and positive for China. Right? Who gets what? 40% of all the Ormu’s oil exports go to China. 80% go to Asia. Right. US really doesn’t get. I was at 3, 4%. So when Trump paused that, he was sending a message of deliberate de escalation. And this is what Trump does, he looks for wins.

You know, in this case, we’ve got China, we’ve got Iran and the us he’s got a win, win, win now, right? We’re going to get what we want on it. The war ending, right? We’re going to get a surrender essentially, officially from Iran with what we want out of it. Nuclear material, right. Promises not to do it again. That’s all. Some form of that is coming. So Trump’s going to get what he wants. China, China’s going to get what they want.

Oil. Iran’s going to get what they want. The destruction’s over. They can salvage their oil and gas fields. Oil fields. And so that’s, that’s what I saw last night. And so we expected today, again, I, I sure did think there’d be a little more volatility and again, there just wasn’t. It’s just nothing but bids lined up to buy.

Again, very bullish. Saw the same thing. And again, gold, silver, the miners today, what, what a day, by the way, semi study up 5% if the move they’ve had up 5% today. If you’ve been with us here for long, you know that we focus on this chart a lot. The semis, the SP 500, that’s our go to, that’s our directional tell. Right? Right. It is completely parabolic now and again. That’s, that’s extraordinarily bullish.

Gold at 3%. Silver up 6.4%. The miners up over 7%. GDX and GDXJ. GDXJ today was actually up 8.4%. The junior gold miner ETF again when the junior gold miners are leading the senior miners. That’s a bullish tell again. GDX today up 7.8% if you like to look at charts.

And again I shared that with everyone last night of this morning on gdx. It’s the best looking chart that there is because everything, we are overbought. Right? Some, some, some indexes are extreme overbought. We are approaching our extreme overbought on steroids. That’s not a sell signal by the way. It’s just a time to use some discipline. But the key point is Tyler said this yesterday his podcast. When markets reach this level of or bought and just stay overbought, just keep going up like they’re doing like it’s happening now.

There is not a more bullish technical signal. Oh, this is this, this is the most bullish technical signal. When an overbought market just keeps going higher. You won’t find any, anything more bullish than that. And that’s exactly what we’re seeing here. So you got Iran, you got Trump’s trip to China, the war becoming quickly becoming a distant mem. Distant memory. The markets are no longer.

Tyler said this again yesterday. The markets are no longer gyrating. We had what, one day last week and that’s been it. The markets have stopped caring about it. It’s behind us. But it served us, it served us well because it’s given us a big wall of worry to climb again. Those are, those are important so that, that at some point is going to become a bit of an issue. We’re at all time high after all time high.

[00:10:10]:
After all time high. The war’s over. What’s there to worry about now? You don’t have to have something to worry about. But bull markets do like to climb a wall of worry. So we’ll cross that bridge later. This is not the time to have to even worry about that. All right. This is a full on breakout bull market.

This is a melt up bull market. This is the kind that lasts for multi months and again that’s been our call. I remember getting beat up online. Yes, we started the year saying that the S500 be up 30%. Nasdaq up as much as 50% this year. And of course in the war started right, everything went negative like okay, that was a bad call. And now we’re right back on track again. Again, this is this, this as a reminder.

Seasonality is also very bullish. Over the last decade, May, June, July have been up over 90% of the time. And again, these aren’t typically your most bullish months. But that didn’t mean it’s not going to happen because folks, it’s going to keep happening. Hey, at the semi, start going lower, we’ll let you know we’ll be concerned if oil somehow starts going higher. We’ll let you know because that would be a concern. Oil today down 7%. If the, if tech starts going down, same thing.

You get my drift here. If rates, if rates start going back up, we might be concerned they’re not going to tenure down to a 4.35% yield. Today again, the primary trend we’re big believers in, in discovery, like what is the primary trend and now what’s the counter trend? Because markets never just go in one direction. You know, you have these primary encounter trend moves and what’s most important to us is that the primary trend of the market is higher. Don’t fight the tape, don’t fight the Fed. The primary trend of race is lower and the primary trend of course is the semis is higher. So all of these directional tells that we, that we have in the very system, they’re all pointing to one thing, they’re pointing higher. Your System sits at 10 out of 12 screens.

Bullish. We’re on the verge of 11 of 12. To get to 11 of 12, we need rates to go lower, housing to go higher. Today HGX, the housing ETF was up 2%. We need that move to continue. Housing of course has been in the toilet now for some time. We think it’s absolutely again, we like this group. Big contrarian call.

When you can’t find a single Wall street analyst that has a buy rec on this group on housing. And that’s essentially the case. Man, we’re that little kid, the back putting her hand up. We’re the only kid in the room putting their hand up. We’re bullish. We want to buy housing. When it’s that hated, we want to own it. Same thing with Gamestop, you know, we continue to have a buy rack on GameStop yesterday, of course, Ryan Cohen, the CEO was on with Charles Payne.

I thought it was a very telling interview. You know, Cohen’s trying to buy ebay, of course. And you know, just getting blown out of the water by everybody. Not a single analyst, not a single Wall street analyst either has a buy rec on the stock or follows it. There’s not a single analysis that follows the stock. That’s a recipe for a melt up. Michael Burry Stold. I’m sorry.

Hey, we’re just, it’s just us kids talking here. He’s a clown show. Michael Burry has turned into a clown show. He’s beloved by perma bears against 2008 financial crisis housing crash call. I made that as well, by the way. But what’s he got right since he just did a massive rug pull on everybody in GameStop. This is, this is, these are the actions of a scam artist. Okay, Think, think about this.

This is something that you, me and Tyler, we would never do. What he just did. Burry started loading up on GameStop without telling anyone. Built his position. Then he came out and said, hey, I like GameStop and I’m loading the boat with it, right? So all of his followers, the sheep, they start buying GameStop. Then he starts putting out these thousand, multi thousand word substack articles about why he likes GameStop and saying that he thinks Ryan Cohen could be the next Warren Buffet. I mean, it’s pretty high praise, right? So now he’s selling substack subscriptions, right? A lot of them by the way. He already established his GameStop position.

[00:14:58]:
Now everybody else is helping him out. And then after saying he said this four hours before he sold his position, his entire stake. Four hours before he said he liked, he liked the acquisition of eBay. Four hours later, after the close, everyone found out that he had sold his entire position in GameStop. Left all his subscribe Substack subscribers holding, just holding again. Big rug pull. Holding the bag. And now he’s out.

My guess is he probably made a small profit on it. You know, if I recall, he was buying the stock at 2324. Maybe he sold at 2526 again. But that’s what we would never do. Build a big stake in something, then announce you own it. Charge subscribers, then sell before telling them, are you kidding? This should be illegal. It should be illegal. It’s not first amendment.

It’s. It’s the whole, you know again, fin pub model where you can’t get prosecuted for that. Don’t. You knew that you can’t. But he did it. Clown show. I just like to see him get one call right. And by the way, that’s my, that’s my finishing point on GameStop.

It’s another reason I love this stock. Michael Burry’s out of it. I was nervous that he was in it because his bearish calls have been so horrible over the last five, ten years. Anyway, go make another movie. Leave the investing stuff to us pros that actually could beat the market most every year instead of get one good call right every 15 years. What else? Today there’s so much we could talk about all. Again, the key point is all of the tells, directional tells and characteristic tales that we, we, you know, we take about, about the way a market is acting. They’re all textbook bull market action.

We’ll have dips, they’ll be buying, but this market feels like it’s about to go a lot higher. This feels like a true melt up phase of a bull market. And you know what? We’ve earned it. Have we not? There been four and a half, four and a half because the Iran war was three, three weeks long. It wasn’t as brutal as the other other three. Let’s just say we’ve had four bear markets in 20 from 2018 on where the average stock lost 35, 40, 50 plus in again compressed time. Three to four weeks. Brutal.

[00:17:50]:
That’s why we’ve always said we fought no one for not wanting to be in this market because these, these happen like regularly. We’ve had one, one last year tariff mania and this year with the, with the, with the war. Trump seems very comfortable with these, doesn’t he? So it is something to keep an eye on. But I think we, we’ve earned, we’ve, We’ve earned a 2, 3, 4 month melt up kind of a market where we’re booking serious gains. We’ve earned it. We got the gray hairs, we got the sleepless nights. I know that I do. But we, we’ve earned a really good run here and I think that’s what’s directly ahead of us.

Again, love the miners here, love Chinese tech. We just, we just bought a position at Chinese tech in Parabolic 25. Of course we’re now our 25th program and we put that position on today. I won’t tell you exactly what it is, but it’s an etf. Chinese Tech, you might be able to figure that out. Chinese tech has done absolutely nothing but get destroyed. Guess what’s probably going to start playing low, catch up into Trump’s visit into China. Yeah.

Higher lows, a fresh macd buy signal. So these are the, this is the way this market is going to keep operating. It’s going to be rotational, right? It’s going to be rotational. We don’t have a position in this group only because there were limited plays that we like either from an options or an ETF point of view. But the, the software stocks, you know, obviously just got destroyed last year into this year. IGV software chips down another half percent today. I don’t really understand that. I know the AI is going to, you know, swallow.

These are software stocks apparently. But we’re interested in that group. We’re very interested in that group. Something we’ll be putting some more time into Microsoft, a couple others, Bitcoin. Again, we’re talking first in, first out, right? Rotational theme Miners right now look absolutely fantastic for a big think about this. Gold, silver and the gold miners. I’m talking primarily about gold, not silver miners. They just don’t have liquidity we like and I’m a gold bug anyway, that’s why we focus on gold miners.

There were three reasons that the miners got hit so hard when the war broke out. What were those three reasons? The three elements that either support or crush this industry. This group person, mills and miners. They are higher rates. That’s what we got during the war. Not so much now. Again we believe rates plummet from here. So rates are going lower.

Oil prices. The primary expense of gold miners, of miners is energy. That’s their. So when oil spike into 120, you know that’s, that’s a real negative for the, for the group. But again it’s temporary. Truly is. But oil prices were going higher, rates were going higher and the US dollar was going higher. These are the three elements you don’t want to see in your in, in the gold miners while you’re long.

Right. Well now all three of those directional tales have reversed in favor of the gold. Gold, silver. And the miners love the fact when silver’s up 7% goals up 3% and the miners are up 7% again that, that’s the, that’s the characteristic of a big bull market. And look at the chart. Got a lot, a lot of Runway in front of it to move higher. I mentioned the Fed a minute ago. I just make this comment because look, we’re getting a new fetch here next week.

Kevin was. The cheeseball. Jay Powell, the cheeseball that he is, decided to stay on the Fed as a governor and if you saw his last Fed presser It’s because he believes he needs to stay there to protect the institution that is the Federal Reserve. Did anybody else gag when you heard him say that? Deep state cheese ball. But it’s not going to matter that he’s sticking around. He’ll be a spy for the banking cartel. He’ll be their guy, you know, passing on, you know, maybe he should be, maybe he should have his phone tapped and his telecommunications all tapped because you know, he’s going to be reporting this back to his, to his masters. And that’s not legal, by the way.

[00:22:54]:
Not that it’ll stop any of these guys. But Kevin Warsh is going to bring a very different style of personality to the Federal Reserve. And I, I’m surprised I haven’t heard anybody else say this. So I’m going to say it because this is, this is what I’ve always known about the Federal Reserve. If your Fed chairman, you run the Fed, everybody’s talking about, well, he, he’s not getting control of these governors. You know, there’s what is 12 votes, I can’t remember how many votes. But you know, they, they, they, they, they might just vote against him. No, they won’t.

That there won’t be some dissents, right. It’ll be Powell probably in a couple of his deep state buddies. But Kevin Warsh is going to run this Federal Reserve because that’s what chairmen do. That’s why during Powell’s time and before Yellen and Bernanke and Greenspan, you didn’t see many dissents because a good Fed chairman doesn’t put up with that. They either run you out, right. They kick you out of the cool kids club. They have a lot of things they can do. And there are other things that a Fed chairman can do besides just controlling rates.

These guys have a lot of power in the banking system. So I think those that are saying no just because you got a new Fed chair, rates aren’t going to come down. I think they don’t know what they’re talking about. Now we got Trump, Bessant and Kevin Warsh and three other of Trump appointees on the Federal Reserve as governors. Hear me on this. Rates are going to plummet lower into the year end again. That’s a big contrarian call for us and I love it when it’s that way. All you have to do is listen to what Trump says, listen to what Besson says, listen to what Kevin Warsh said.

We have an AI freight train of a bull market taking place that’s just early. I mean we’re talking first inning, folks. First inning. We haven’t even gotten to the cool part yet where all the new companies sprout up, the new technologies, the new industries, that’s all coming, That’s how early we are. And it’s going to cause widespread disinflation, which means the cost of everything will start going lower, which means rates have to go lower because again, you’ll never hear a Fed, anybody in the Fed say that, what I’m about to say, but they know it’s the truth. Economic growth does not cause inflation. Money printing causes inflation. Wage growth does not cause inflation.

[00:25:52]:
Again, none of these factors caused inflation. Money printing causes inflation. Wash Warsh knows this. He said it many times. Obviously Bessant knows it, Trump knows it. These guys are going to be a triumphant, you know, a three headed monster. And the rest of these Fed governors will listen to them. I’m not saying there won’t be some dissents.

There probably will be. You might even want it that way. Right. But rates are going lower and that’s our portfolio. If you’re with us here, you know, like 80% of our portfolio is interest rate sensitive groups. That’s exactly how we’re positioned. So I’m, yeah, I’m, I’m talking my book, I always do. But you’re talking about tech, semis, interest rate sensitive, small caps, interest rate sensitive, precious mills, miners, interest rate sensitive, Bitcoin, interest rate sensitive.

Our other favorite, new favorite, cryptocurrency. We talked about it a couple times in this podcast. I do understand people who say, you know, stop giving everything away on your podcaster. Yeah, I don’t know, I, I think I could. It’s just, if you hear me pick a name, it’s not going to do that much good. It’s a bit Tensor. Bit Tensor. Tau.

Once you go on a pretty little run. Here it is. It is my new. I can’t really speak for I, I think Sam agrees with me and I’m not sure about Josh. I don’t know that Tyler. We’ll have to get on a joint podcast and see. I know he likes potential. I don’t know that he loves it like Sam and I do.

We’ll find out. I’m going to tell you what I’m telling people, friends of mine, you know, people like people that call me up that say, hey, what do you think about this? What do you think? What can it really do, right? Bittensor is going to be a, it’s going to be 100 time gainer. It’s going to, it’s going to be, it’s going to be up 100 times. And I think it’s going to happen within 10 years. Right now it’s $313 a, a coin. Well, it’ll be three. It’ll be $10,000 within three years. Phenomenal story.

[00:28:15]:
There is no other cryptocurrency like it, period. Look into their subnets. It’s patented. No one else has it. They have 128 of them. So just a very, very. It’s an AI story. It’s the Bitcoin of AI.

So yeah, we’re again interest rate sensitive. Right. That, that’s our portfolio. So I think I covered everything. Tesla, of course. Tech. Right. It’s interest rate sensitive.

Tesla had a pretty good day today. About time. It’s been languishing, been painful to watch. But as I tell everybody, and you know you’ve heard me say this a bunch of times, hey, every day you can buy Tesla below 400 you will look back in the years to come and say oh my God, that was such a gift. Why didn’t I mortgage the family? Why, why did I sell the kids? What? You know, when the stock is $5,000 a share which won’t be that long from now on its way to 10,000. Nvidia up 6% today. Again another one of our core holdings. It being kind of languishing too.

Excuse me. Get a drink. Nvidia reports on May the 20th and it’s going to be the, it’s going to be the best earnings report in the history of mankind. I don’t, I don’t even know that. That’s a, a bold statement. It was the largest company so it kind of makes sense. It’s going to blow people’s wigs off. That’s how good that is going to be.

Stock is, is cheap here. Okay, enough of my yapping here. Let’s see what else. All right, let’s look under the hood. Not, not really a lot to talk about. In terms of Good. Not great. Two to one advanced decline.

[00:30:07]:
Both the NYC and NASDAQ. NASDAQ had 66.2% upside volume NYSE 60.5%. Now this stood out though. New 52 week highs 771. That’s the biggest number we’ve seen in some time to just 154 new lows. I expect that number we’ll, we’ll get during this run. You’ll hear me or Tyler saying this next week when we got 12, 13, 1400 new all time highs that that’s coming. This is this, this is the phase of this bull market that we’re in, which is still liftoff mode.

Again, first inning. It is first inning. Generational bull market. Sector watch also very good today. 911 sectors finished higher. The upside by industrials, technology, communication services, all up better than 2%. Energy again, oil got smashed today. Energy stocks down 4%.

If you’re with us here during the war, we told you that the tails were, the tails were screaming at us that oil was not going to skyrocket. Energy stocks started going down. Even on days oil is that big. Energy stocks were down. Oil futures got to what the high was 78. Even when oils went 20. The highest was December, like 78 Again, there was just no sign there. But that’s the real smart money.

[00:31:36]:
That oil stock, oil was going to skyrocket and now it’s going the other way, of course. So yeah, energy stocks down 4% today. We do like the group, by the way. And we are looking for an opportunity to get back in, in a leveraged ETF which is not quite there yet. It is, it’s still a bit overbought. By the way, put call ratio today was not. It was very, very bullish. In other words, bearish.

Finished at a 0.63. It was in that range pretty much all day. When you start getting into the 50s, we didn’t get there today, but close, you start looking for a little bit of a breather, right? Maybe a little bit of a shakeout. You just can’t have everybody buying calls, everybody all bowled up. That’s not. Something will happen. We will have a half a day where the market goes down, everybody will start buying puts again and then we’ll be off to the races again. Again, that’s the one.

That’s probably the one thing I was concerned about most today is so many people buying calls. You know, Just come across the wire. Now, the White House targets July 4th. What. How perfect is that for the Clarity act passage? This is the legal framework for the entire cryptocurrency space. And it’s really important to get this done because if it’s not done, banks, banks won’t even allow these innovations to take place because they don’t have their backside covered. Right. So all financial institutions need the Clarity act to be passed.

But and this is something we’re putting some time into. When the Clarity act is passed, you’re going to hear this word a lot, probably more than any other word that you hear in the cryptocurrency space. Tokenization. Within a couple, three years, if you want, you’ll be to put your assets, let’s say your home. You’ll be able to tokenize it, put it on the blockchain. I can already hear some people going, well, I’m not gonna do that, so I’m gonna steal my home. No, that’s not how it’s gonna work. So check this out.

[00:33:49]:
Now, I just read up on this this week. This is very cool. This is already happening in pilot programs, okay? Just to get the framework of how to do this right? And if anybody does this, by the way, if any of you out there have knowledge on this, please reach out to us again. We’re working on our knowledge base here. But within a couple, three years, all across the country, as a homeowner, let’s say you got. Let’s say you paid your home off. You’re one of the 40% of Americans that did. That’s getting another one of our bonus themes, right? Megatrend.

Let’s say that, you know what? You have an opportunity comes up to invest in another business, an opportunity to start another business, buy another house, right? Massive remodel, whatever. Do you like a Federal Reserve remodel project? What a cheeseball. But you won’t have to go to your bank and beg, you know, for 20, 30, 50, $100,000 from your equity of your home. That won’t have to happen anymore. Now you use the blockchain and tokenization because your home already be there and you don’t even have to sell it. Say you Want to use 10% of your home equity. No, that doesn’t mean you have to sell it. You would essentially borrow it on the blockchain and you would still keep the appreciation, but there would be no banks, no interest rates.

None of that is going to happen. This is the future. And so we talk about there being an ocean liquidity. This is what we’re talking about. We talk about the age of financial engineering that we’re in now. This is what we’re talking about. And when people wake up and realize, wait a minute, so I fill out this online form and then I get confirmed all that, you know, so it’s not. It’s not scam.

You’re telling me that at any point in time that I want to 24, 7, I can take 5 or 10 or 50 or $100,000 out of my home, but still own the home, not to sell anything or mess with the bank. Pay back if you want or not. Yeah, that’s what I’m telling you there’s $37 trillion sitting in home equity. Obviously it’s an all time high. Just, just, just picture this in a year or two or three when rates are really coming down, you know, again, our target year end remains 3.5% 10 year below 5% on 30 year mortgages. I know we got a lot of work to do in the next, what is that, 8, 7, 8 months. And then next year 3%, 10 year, 4%, 30 year mortgage. And now with the ability to tokenize your home, that $37 trillion sitting in home equity is going to start loosening up.

[00:36:44]:
It’s going to cause mass help to cause massive, massive animal spirits again. But it’s coming from so many areas. This is why, and I say this online a lot, you’re not bullish enough. I’m not sure I am. I’m pretty damn bullish. Yeah. Can be a lot of fun. A lot of wealth created, which means, guess what, we can do a lot of good for people that need it hard to help the poor if you’re one of them.

I grew up knowing that phrase. So it’s not about greed, right? It’s about being the best person you can be. Helping other people, using your success to foster other people that need a leg up, you know. All right, what else today? Oh yeah, commodities. We’ll cover this quickly because again, great day today. Again. This is what we said last night when this was, when the war is behind us and essentially is now. This is the group, as I covered a minute ago, this is the group that’s the cheapest gold today finishing up 2.95% of 134 an ounce at 4703 will be at all time highs.

What was that? 5,700. So we’re $1,000 announced below right now. All time high. Check back in about a month. That’s the run that’s about to happen here. Silver up 7% today, 77, 82. Copper today up 3.3%, 6.19 a pound. Crude oil again down 6%.

[00:38:11]:
West Texas Intermediate had been 88 at the open, 88 closed at 96 again. It’s going to take time for oil prices to really plummet lower. It is, but the trend will be your friend. The primary trend for oil is now lower. Take that to the bank. Last trade oil 96, 21. I would expect in a month it’ll be in the low 80s and then we’re back in the 70s. But again, energy companies still printing money at that level.

Understand I’ve heard in the Permian basin there are companies making money at 35, 40 bucks a barrel. Right? Finally the day Bitcoin again. First in, first out. Bitcoin led. Now today it was flat. A lot of people. Wait, wait, why wouldn’t bitcoin do more? It’s because it’s been leading from the night the war broke out at 59 7. Right now it’s 814 again very bullish.

This is the move that takes bitcoin to all time highs by year end and again potential TAU is gonna be very special investment zone. Hey look, if you like what you’re hearing but you’re not with us, why the hell not come and join us. Check it out. Two free weeks at vrainsider.com vrainsider.com all right folks, that’s it today we need more of these and I think we’re going to get them. Have a great day. We’ll see you back here again tomorrow after the close.