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VRA Letter: Bear Market Action Rolls On. Your Emails Re Tariffs. Why Are Correlations Breaking Down. Quick Hitters; VGZ, Snowline, BTC, TSLA.

Good Tuesday morning. Following another tough day for US equities, this is now the worst start to any presidential term in history. It also prompted this cover from this mornings WSJ; We’re already getting 2-3 emails a day from ...

Posted On April 22, 20258 MIN Read
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Good Tuesday morning. Following another tough day for US equities, this is now the worst start to any presidential term in history. It also prompted this cover from this mornings WSJ;

We’re already getting 2-3 emails a day from small business owners caught in limbo. This email, from longtime VRA Member N.R. explains what’s already happening across America, to millions of small businesses.

"I am one of the founders of ----, a baby and toddler products brand selling exclusively (99% of sales) on Amazon.  We sell about $35,000,000 per year on Amazon as a 3rd party seller.  We run at a net margin of 16% with just 7 employees.  We started our brand in 2016 and have quickly become a recognized name on and off of Amazon by millions of families in the USA.  Our listings on Amazon average 4.5-4.8 stars on well over 100k reviews. Our reputation on Amazon and among the families we serve is paramount to our mission and success.  We're the good guys, so-to-speak.  

But this past mo...

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