Newsletter

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
Share:
vra-default-img

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”.
...

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

Start Free Trial

Already have an account? Sign in.

Related Post

February 23, 2024
VRA Letter: Textbook “Roaring 2020’s” Bull Market Action Continues. Deja Vu. Semis Continue to Lead. Falcon Oil & Gas and Tamboran Investor Webcasts (Sunday)

Good Friday morning. Yesterday produced fresh all-time highs in the S&P 500, Dow Jones, Semis (SMH), Nasdaq 100 and 4/11 S&P 500 sectors. We continue to witness textbook (early) bull market action, with brief consolidations and rotations, followed by accelerating gains. And remember, we’ve yet to even hit all-time highs in full Nasdaq (close) and […]

February 22, 2024
VRA Letter: Nvidia Posts Another Stunning Quarter. Alert: UVXY Stop Loss. Interview with WAR, Own Bitcoin. Falcon Oil & Gas. Xtract One/Evolv.

Good Thursday morning. The AI "king of the hill” did it again yesterday with Nvidia posting (another) quarter with absolutely stunning growth. NVDA Bottom Line, as Tyler outlined in his podcast yesterday: - Earned $5.16/sh, beating already sky-high estimates of $4.64/sh. - Revenue also came in above expectations, totaling $22.1 billion vs forecasts for $20.5 billion. - Record data center […]

February 21, 2024
VRA Alert: Bought UVXY. Nvidia Earnings & VRA Portfolio Game Plan. Interesting Internals Point to “Textbook” Consolidation.

Good Wednesday afternoon. VRA Alert: We bought UVXY (3 x lev Volatility ETF) @ $7.83. This is a trade only and we will keep stops in the 15% range (meaning if UVXY falls to $6.65 we will sell). Question from VRA Member Nathan about this hedge: Question: What percentage of hedge do you put on your portfolio? […]

February 21, 2024
VRA Alert: Buy UVXY. Interview with WAR @ 3PM EST. Market Update. Portfolio Notes; Small Caps/TNA. Palantir. Bitcoin.

Good Wednesday morning. I’ll be on Real Americas Voice TV today in the 3PM EST hour today with our great friend Wayne Allyn Root. The primary topic is Bitcoin and how to profit from what we expect will be a major move higher with the BTC halving in approx 60 days. Please join us. VRA […]

February 20, 2024
VRA Letter: Some Consolidation. BTC Halving and What It Means. Reminders of the Roaring 2020’s. Palantir, Falcon Oil & Gas.

Good Tuesday morning. Futures are slightly lower this morning, as last weeks (small) losses/consolidation helped to work off the broad markets overbought conditions. All eyes are on Nvidia earnings, which will be announced tomorrow after the close. Will the NVDA report be a “buy the rumor, sell the news” event, as so many are talking […]