Good Wednesday morning. Big bull markets, like this one, feature powerful moves higher followed by an overbought pause. That’s where we are now…in a short term pause…which will serve as the launchpad for the move higher into year end and what we believe will be a monster 2026. We want to use these overbought dips to sit tight and then add to our top positions, as the opportunity arises. Rinse and repeat into 2030.

For our newer VRA members, here are our 5 Megatrends from "The Big Bribe" (August 2022)

“The Big Bribe” Megatrends

1) Financial engineering; it’s occurring at all levels; institutional/govt, corp America and consumers. AI, Bitcoin/cryptos, the blockchain, tokenization, etc., is just the beginning. The stunning levels of liquidity in place today, with $22 trillion in m2 money supply, $7.5 trillion in money markets, $34 trillion in home equity and a corporate America that has less debt and more cash than at any point in history, is in the process of filtering through t...