VRA Letter: Investors Are Getting a Second Shot at a “Dot-com-like” Melt-up. Own Small Caps. The Fed Whisperer; Here Comes Deflation. Must-Read on Miners. Falcon Oil & Gas. - Vertical Research Advisory

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VRA Letter: Investors Are Getting a Second Shot at a “Dot-com-like” Melt-up. Own Small Caps. The Fed Whisperer; Here Comes Deflation. Must-Read on Miners. Falcon Oil & Gas.

Good Friday morning. As if right on cue, the semis and megacap tech stocks surged to ATH’s yesterday, in advance of Q4 tech earnings that kick off in earnest next week. When the semis (SMH), tech (XLK) and Nasdaq 100 (QQQ) are h ...

Posted On January 19, 20245 MIN Read

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Good Friday morning. As if right on cue, the semis and megacap tech stocks surged to ATH’s yesterday, in advance of Q4 tech earnings that kick off in earnest next week. When the semis (SMH), tech (XLK) and Nasdaq 100 (QQQ) are hitting new ATH’s together they’re giving us a crystal-ball road-map for the broader markets. VRA Buy Rec SOXL (3 x Semi ETF) was up 10% yesterday and +4% in premarket trading.

Yesterdays 9% blast higher in Taiwan Semi (TSM) gave investors a snapshot of whats to come, as the “innovation revolution” powers into what is just the first inning of a massive bull market that has years to run, and that we believe, will make fortunes for investors that have the vision to see what’s directly ahead; our second shot at a "dot-com-like" melt-up move higher.

Pounding the Table on Small Caps

As covered above, when our leading groups and top discounting mechanisms (semis/tech) are hitting ATH’s, the rest of the market will follow. We continue to believe that the ...

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