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VRA Investment Letter: Facts vs Feelings and the PSYOP of Negativity. The Fed Pivots – VRA Inflection Points Have Arrived.

Good Thursday morning. I’m scheduled to be on Fox Business with Charles Payne this coming Monday. I think that makes 8 appearances this year. Always an honor as Charles is one of the really good guys, with a remarkable backgroun ...

Posted On November 30, 20235 MIN Read
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Good Thursday morning. I’m scheduled to be on Fox Business with Charles Payne this coming Monday. I think that makes 8 appearances this year. Always an honor as Charles is one of the really good guys, with a remarkable background to boot.

Cindy and I have a routine that goes back to our investment seminar days with WMI/VRA. Whenever I’m going on stage or doing an interview I run my ideas by her first. She’s a good listener, a great sounding board and she never holds back with her views. Love that.

Last night I told her that I think I’ll do a deep dive with Charles on the remarkable strength of the US consumer. The facts that we cover here often.

Her immediate reaction? “Be careful how you do this. When you say these things it feels like you’re out of touch with what people are feeling.”

Of course she’s right. And it’s not that I don’t get it. People aren’t exactly feeling positive about their economic situation.

But those are “feelings” and I prefer to deal in “facts”.
...

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