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VRA Letter: April Jobs Report; Paging Goldilocks! How’d We Do? Financial Engineering; Get Used to It. More Contrarian Buy Signals. Chinese Tech is Back (KWEB). “Big Bribe” Playing Out. Conspiracy Theory Friday.

Good Friday morning. I’ll be on Fox Business (Charles Payne, Making Money) in the 2 PM EST hour today. I was scheduled to be on yesterday but was bumped (likely for someone more important)…hope you can tune in! This morning ...

Posted On May 03, 20247 MIN Read
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Good Friday morning. I’ll be on Fox Business (Charles Payne, Making Money) in the 2 PM EST hour today. I was scheduled to be on yesterday but was bumped (likely for someone more important)…hope you can tune in!

This morning we got the April jobs report and the data came in beautifully (assuming you’re bullish) with 175,000 jobs created vs estimates of 240,000. The unemployment rate rose from 3.8% to 3.9%, as average hourly earnings also missed to the downside (now at 3.9% y/y). Paging Goldilocks!

The markets love this news…now we know why J Powell was so remarkably confident at his Wednesday presser. Dow futures +500, Nasdaq +285. Bitcoin +$1900, Gold is flat (that won't last long). 

How’d We Do…twitter post from yesterday (taken from yesterdays VRA Letter)

Apple Q1 Earnings; Financial Engineering, Picking up Speed

We believe investors should pay close attention to companies like Apple $AAPL that are implementing aggressive share repurchase programs.

Yesterday...

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