Good Wednesday morning. Late day weakness saw both the S&P 500 and Dow Jones close down .50% while Nasdaq and Semis were essentially flat, with small caps hit by 1.7%. In addition to higher bond yields, with the 10 year back to 4.26%, weak September seasonality is weighing on stocks. Now, the media is beginning to fixate on higher oil prices as a drain on economic growth.

What we’re seeing is classic market action during a pause/pullback, as the talking heads look for reasons to explain the weakness.

We have our positions in place and will continue to use this seasonal weakness to add to our VRA Portfolio ETF positions, while using monthly dollar cost averaging to add to our VRA 10-baggers.

I was on Fox Business ‘Making Money’ with Charles Payne yesterday and we talked about our approach to the markets as we navigate the worst month of the year. The primary point that Tyler and I believe that investors should focus on is that we are in a new bull market of size and scope. ...