VRA Alert: Buy ERX. VRA Letter: Textbook Bull Market Continues. Atlanta Fed Forecasts 4.6% GDP Growth. VGZ, SNWGF, SMR. M2 Soars. - Vertical Research Advisory

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VRA Alert: Buy ERX. VRA Letter: Textbook Bull Market Continues. Atlanta Fed Forecasts 4.6% GDP Growth. VGZ, SNWGF, SMR. M2 Soars.

Good Tuesday morning. We have an addition to the VRA Portfolio. We are buying ERX (2 x Energy ETF). We find relative strength charts to be helpful, especially for producers of stuff from below ground. Below, in this chart that we ...

Posted On June 03, 20255 MIN Read

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Good Tuesday morning. We have an addition to the VRA Portfolio. We are buying ERX (2 x Energy ETF).

We find relative strength charts to be helpful, especially for producers of stuff from below ground. Below, in this chart that we’ve focused on over the last year, we see that GDX (Gold Miner ETF) has led gold higher for all of 2025. Over my career, there has been no stronger buy signal for the group. When the underlying equities are consistently outperforming the commodity itself, we want to be long this group as it commonly signals that good days lie ahead.

End result; GDX is up 57% in 2025, making it the top performing sector/sub sector in the US (as gold has surged higher with it).

Now take a look at XLE (Energy stock ETF) to Oil. Very similar looking pattern, with energy stocks outperforming oil for a solid 11 months. Like GDX to Gold, we expect energy stocks to rally from here (as oil puts in a bottom).

We like this group here. Not only is the global eco...

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