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VRA Letter: All-time Highs Meet a Monster US-EU Trade Deal. VRA Investing Forecast: Primary Reasons This Melt-up Can Continue. Big Week! VRA 2025 Portfolio Returns.

Good Monday morning. Coming off another week of ATH’s (S&P 500, Nasdaq)…spurred on by stellar Q2 earnings...our markets got another boost on Sunday as President Trump closed his latest trade/tariff deal, this time with the ...

Posted On July 28, 20256 MIN Read
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Good Monday morning. Coming off another week of ATH’s (S&P 500, Nasdaq)…spurred on by stellar Q2 earnings...our markets got another boost on Sunday as President Trump closed his latest trade/tariff deal, this time with the EU and its 27 member countries. The US-EU trade deal establishes a 15% tariff on the majority of European exports while maintaining 50% on steel and aluminum. It also includes EU commitments to purchase $750 billion in US energy and increase EU investments in the US by $600 billion, alongside orders for military equipment. 

As I watched the news yesterday I was struck by the mainstream medias take on the trade deal. Even their Trump-hating spin couldn’t hide the fact that Trump just flipped a $235 billion EU trade surplus into a strategic reset that now heavily favors the US. Critics called it chaos…that label was earned as an $11 trillion stock market meltdown played out in March/April….but at the end of the day, Trumps tactics have won out.

Here’s what lo...

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