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VRA Letter: Fox Business @ 2PM. 2026 Bullish Themes. STA “January Trifecta”. Bitcoins Red Year. Silver: Another Margin Hike. Atlas Shrugged.

Good Wednesday morning. Heads up: I’m scheduled to be on Fox Business “Making Money” with Charles Payne in the 2pm est hour. Hope you can join us. Today's Letter will be our final one for 2025. We’ll be back with you on ...

Posted On December 31, 20256 MIN Read
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Good Wednesday morning. Heads up: I’m scheduled to be on Fox Business “Making Money” with Charles Payne in the 2pm est hour. Hope you can join us.

Today's Letter will be our final one for 2025. We’ll be back with you on Monday (same with VRA Podcasts). 2025 has been another good year for the markets and a strong year for VRA Portfolio returns (we’ll post full-year returns in Mondays Letter). As we head into 2026 we remain solidly bullish with 10/12 VRA System Screens bullish. While we’re not wild about the fact that every Wall Street market strategist is bullish for next year…ok, we really dislike being among the unanimous…it’s one thing to say you’re bullish and it’s another all together to actually be bullish.

As Tyler said yesterday, “Wall Streets bearish strategists just got tired of being wrong…they were shamed into turning bullish”. I think Tyler has this just right.

Our Bullish Themes for 2026 include:

- “much” lower interest rates, with housing stocks (NAIL) and int...

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