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VRA Letter: Fox Business, Real Americas Voice. Markets Jumping on Strong Retail Sales. Aggressively Long Tech. Own PM’s/Miners. What if Harris Wins? The Power of Investor Sentiment.

Good Thursday morning. Heads up: I’m scheduled to be on Fox Business ‘Making Money’ with Charles Payne in the 2PM EST hour, followed by a 10 PM EST interview on Real Americas Voice ‘The Root Reaction’ with Wayne Allyn ...

Posted On August 15, 20249 MIN Read
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Good Thursday morning. Heads up: I’m scheduled to be on Fox Business ‘Making Money’ with Charles Payne in the 2PM EST hour, followed by a 10 PM EST interview on Real Americas Voice ‘The Root Reaction’ with Wayne Allyn Root. Hope you can join us!

Breaking: retail sales for the month of July just came in plus 1% vs estimates of .4%, sending a signal that the US economy remains in solid shape, even as we’ve learned this week via PPI and CPI reports that inflation is in process of falling below the Fed’s 2% target. Without shelter and insurance (lagging indicators) we’ve been below that target for 4-6 months. Good news is good news again.

The markets love the economic data this morning with Dow Jones futures +350 points and Nasdaq +200. We are aggressively long equities. 

Know this; plummeting 10 year yields have been screaming “inflation is being replaced by disinflation” over the last year with 10 yr yields collapsing from last Octobers 5% to this mornings yield of just 3.9%. Th...

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