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VRA Letter: Fed Day! Two Charts That Matter; TLT & SMH. Central Banks Love Gold. Latest From Rich Ross.

VRA Letter: Fed Day! Two Charts That Matter; TLT & SMH. Central Banks Love Gold. Latest From Rich Ross.   November 01, 2023 Good Thursday morning. Heads up; VRA 10-bagger Palantir (PLTR) reported earnings this AM and crushed ...

Posted On November 02, 20235 MIN Read
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VRA Letter: Fed Day! Two Charts That Matter; TLT & SMH. Central Banks Love Gold. Latest From Rich Ross.
 
November 01, 2023

Good Thursday morning. Heads up; VRA 10-bagger Palantir (PLTR) reported earnings this AM and crushed both top/bottom line while also raising estimates going forward. Palantir is one of our top “AI/innovation” plays, one of the megatrend themes we laid out in “The Big Bribe”. On the news PLTR is up 18% to $17.50. Keep buying PLTR.

The Fed is Done

As Tyler (our resident Fed-watcher) covered on his VRA Investing Podcast yesterday, it looks increasingly certain that the Fed’s rate hiking cycle is over. In Powell’s presser, following the Fed’s statement that left rates unchanged at 5.5%, Powell stressed that the Fed will "proceed carefully,” turning heads when he stated for the first time that monetary policy is currently at a "restrictive" level.

As Powell spoke, Tyler and I both noticed the same thing; Powell seemed/act...

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