Vertical Research Advisory
Newsletter

VRA Letter: Election Results; Mamdani, the Face of D’s. Market Update; Chinks in the Armor Produce Buying Opps. Dollar at Extreme OB. Latest From Rich Ross.

Good Wednesday morning. First, the election results from last night. No, these elections weren’t a sign of a mass revival of the Democrat Party. Instead they were a reminder that rigged elections in blue states are almost imposs ...

Posted On November 05, 20256 MIN Read
Share:
vra-default-img

Good Wednesday morning. First, the election results from last night. No, these elections weren’t a sign of a mass revival of the Democrat Party. Instead they were a reminder that rigged elections in blue states are almost impossible to win. While it looks likely that a mass exodus from NYC will now take place, Republicans and Independents across America should be celebrating. Know this; over the next year, Mamdani will be the face of the midterms for R’s, with turnout that should hit a record level for any midterm election. AKA whatever it takes to keep NYC's insanity out of our own back yard.

In addition, Mamdanis mandates of freezing rent, universal childcare and free busses will be exceptionally hard to pull off. First, these are statewide issues (driven by budget approvals at the state level) and even Federal constitutional issues, certainly for rent controls. I thought Wayne Allyn Roots post last night summed it up well:

Finally, it might be a good time for R’s to take t...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

May 08, 2026
VRA Letter: More Strong Jobs Data. Pre-Alerts on SMR & CWEB. No, Economic Growth Does NOT Cause Inflation.

Good Friday morning. Breaking: the jobs report for April is in and it’s another beat to the upside. 117,000 jobs were created, beating the estimate of 65,000, with private payrolls almost doubling previous estimates. The unemployment rate stays unchanged at 4.3%. For a comp, take a look north at our neighbor Canada, which just reported a miserable […]

May 08, 2026
VRA Alert: Sold TQQQ. Profit of 47%

Good Thursday afternoon. Alert: we were stopped out of our position in TQQQ @ $70.50. Profit of 47% VRA Portfolio: We own our VRA 10 Baggers, which include our focus names of today; Tesla (TSLA), Nvidia (NVDA), Vista Gold (VGZ), Snowline Gold (SNWGF), Xtract One Tech (XTRAF), NuScale Power (SMR) and Galaxy Digital (GLXY). We recently added TNA (3 x Russell […]

May 07, 2026
VRA Letter: Alert: Raise Stop Loss on TQQQ. Broadening Action; Highly Bullish. Gold/Silver/MIners; This Move Could Be Special. Tesla; Slowly Then All at Once.

Good Thursday morning. Alert: raise your GTC stop loss order to sell TQQQ @ $70.50 (last: $71.78). We’ll continue raising our stop loss on TQQQ with the hope it never gets hit. As seen below, Nasdaq 100 has gone parabolic (10% above 200 dma)…the rubber band is fully stretched…and a stones throw away from EOBOS. The most extended of […]

May 06, 2026
VRA Alert: Bought GDXU

Good Wednesday morning. We bought GDXU @ $188.00.  You know our thoughts on PM’s/miners….this group should run for a while. We now have GDXU, VGZ, SNWGF and physical gold and silver, meaning we have a lot of exposure to one theme. However, if we’re right about our positioning in interest rate sensitive names, the rest of […]

May 06, 2026
VRA Pre-Alert: With the War Ending, Own Precious Metals and Miners. We’ll Be Adding GDXU Later This Morning.

Good Wednesday morning. I think we have the makings of an excellent setup unfolding. We learned last night that Trump is pausing Project Freedom, just over a week before he's set to meet with President Xi in China. This looks like a deliberate de-escalation signal, especially since China relies heavily on that oil flow. It […]