Vertical Research Advisory
Newsletter

President Obama

At the risk of some personal embarrassment, I'll be shocked if Obama loses today. Every poll that I respect has him winning in a landslide, so it looks like we will have a democrat in the office for at least the next 4 years. In ...

Posted On November 04, 20083 MIN Read
Share:
vra-default-img

At the risk of some personal embarrassment, I'll be shocked if Obama loses today. Every poll that I respect has him winning in a landslide, so it looks like we will have a democrat in the office for at least the next 4 years. In my opinion, this is not so much a vote for Obama as it is a vote against the presidency of W.. Obama has also run what may be the best campaign in history. How many of us, just 8-10 months ago, thought he would beat Hillary??
For those that might be concerned about having a democrat in the highest office, think back to Bill Clinton's 8 years. Love him or hate him, the stock market and the economy were very strong...we even ran a budget surplus for the first time in over 20+ years. History shows that the stock market actually fairs better under a democratic President than a republican one, which is a real surprise to most people. Robert Rubin, who gets most of the credit for Clinton's pro-business and economic policies...along with balancing of the budget...is ...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

May 15, 2024
VRA Letter: April CPI; Lowest Inflation in >3 Years. Direct Evidence; Markets Discounting Falling Inflation & Rates. Pounding the Table on PM’s/Miners

Good Wednesday morning. Heads up: I’m scheduled to be on Fox Business with the always locked-in Charles Payne and his excellent show "Making Money” in the 2 PM EST hour. Hope you can join us! Following yesterdays tame PPI, featuring a sharp downward revision in the March PPI from 0.2% to –0.1% the markets responded with a […]

May 14, 2024
VRA Letter: Tame PPI Sets the Stage for Tomorrows CPI. Interest Rate Sensitives Point to Lower Rates. Must Own; Precious Metals/Miners. Meme Stock Craze, Again. Latest from Uber-Bull Rich Ross.

Good Tuesday morning. As we covered yesterday it’s a big week for the inflation narrative. This morning we learned that the PPI came in a bit hot, even as it matched y/y estimates of 2.2% inflation, the monthly read of PPI (ex food and energy) came in at .5% vs estimates of .3%. Importantly…and this […]

May 13, 2024
VRA Letter: VRA Macro Views Fully Intact. The Week Ahead, As Rate Cuts Near. SOXL; Must Own. VRA System Buy Signals.

Good Monday morning. A quick recap of our macro views; We’ve entered a generationally strong, structural bull market, powered by:  a) US consumers and co’s in their strongest financial position in decades. b) the burgeoning “Innovation Revolution” (led by semis/tech) that will power earnings and GDP growth for years to come (2030+). c) overtly and […]

May 10, 2024
VRA Letter: VRA Quick Hitters

Good Friday morning. VRA Quick hitters. 1) "Don’t Fight the tape, don’t fight the Fed". Until yesterday…when it became clear to us that the Fed will soon start cutting rates (following June cuts from the BOE and ECB)…I had not written those words in at least two years. A truer Wall Street axiom is hard […]

May 09, 2024
VRA Letter: VRA System Trading/Investing Heads Up. Market Update; Rate Cuts Are Nearing; Don’t Fight the Tape, Don’t Fight the Fed. Pm’s/Miners; Next Leg Higher is Underway. Xtract One

Good Thursday morning. Heads up: going forward we will be more active in trading ETF’s (via our preferred leveraged and non-leveraged ETF’s). Using VRA Investing System readings to facilitate each trade, we’ll have a more proactive approach in trading our favorite ETF investment vehicles. In bull markets (this one) we’ll look to to “buy” an ETF when […]