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VRA Letter: Consumers & Corps Flashing Strong Financials. Markets at Extreme Oversold as We Enter Strongest Period of Year. Best Buying Opportunity Since 10/13/22 Lows.

VRA Letter: Consumers & Corps Flashing Strong Financials. Markets at Extreme Oversold as We Enter Strongest Period of Year. Best Buying Opportunity Since 10/13/22 Lows. October 31, 2023 Good Tuesday morning. Heads up; I’ll b ...

Posted On October 31, 20234 MIN Read
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VRA Letter: Consumers & Corps Flashing Strong Financials. Markets at Extreme Oversold as We Enter Strongest Period of Year. Best Buying Opportunity Since 10/13/22 Lows.

October 31, 2023

Good Tuesday morning. Heads up; I’ll be on “Making Money” with Charles Payne on Fox Business today in the 2PM EST hour. Hope you can join us as we talk about what we believe is the best buying opportunity for stocks (and bonds) since the 10/13/22 bear market lows.

It was great seeing everyone in Wyoming over the weekend as Lost Soldier Oil and Gas moves forward in developing what may be one of the largest onshore oil/gas discoveries in the US in decades. Looking forward to doing it again next year!

Over the last year, as most mainstream economists predicted a recession, we expected strong economic growth, led by the consumer. Blistering third quarter GDP growth of 4.9% confirmed our base case. The finances of both the US consumer & US companies have rarely been stronger. The fa...

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