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VRA Letter: Early Innings of Innovation Revolution. Has Deflation Arrived? Bitcoin Drama; The SEC Gets Hacked. Uranium is Hot. Xtract One News.

Good Wednesday morning. The yo-yo trading of 2024 continued yesterday, however one constant proved up again; the semis (SMH) and tech (nasdaq) once again reversed sharp opening losses to finish higher on the day. Tell. Our VRA Me ...

Posted On January 10, 20246 MIN Read
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Good Wednesday morning. The yo-yo trading of 2024 continued yesterday, however one constant proved up again; the semis (SMH) and tech (nasdaq) once again reversed sharp opening losses to finish higher on the day. Tell.

Our VRA Megatrend forecast remains; the "innovation revolution" will continue to propel markets higher, led by semis and tech. We are in the early stages of the next dot-com stock market boom.

We’re also in just the second year of a powerful new bull market. It will continue to catch investors by surprise but the key point to remember is that this bull market is structural in nature, driven by a convergence of once in a lifetime megatrends;

1) Financial engineering is occurring at all levels (powered in part by AI); institutional/govt, corp America and yes, even consumers.

2) Corporate earnings expansion, driven by the “Innovation/AI Revolution”, which will eventually surpass the euphoria of the dotcom/tech boom cycle.

3) Long term housing boom, powered by...

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