VRA Letter: January Barometer Buy Signal. The Truth About Trumps Tariffs. Never Sell on a Monday. Big Bribe Megatrend; Animal Spirits - Vertical Research Advisory

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VRA Letter: January Barometer Buy Signal. The Truth About Trumps Tariffs. Never Sell on a Monday. Big Bribe Megatrend; Animal Spirits

Good Monday morning. Welcome to deja vu. If this Monday mornings open feels familiar it’s because it is. Last weeks weak open brought China’s AI DeepSeek, which sent the market’s tumbling, while this morning weakness is due ...

Posted On February 03, 20256 MIN Read

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Good Monday morning. Welcome to deja vu. If this Monday mornings open feels familiar it’s because it is. Last weeks weak open brought China’s AI DeepSeek, which sent the market’s tumbling, while this morning weakness is due to Trumps tariffs, or as the MSM is calling it; "a new trade war”.

As I write, Dow Jones futures are lower by 600 points (-1.3%) while Nasdaq is lower by 400 points (1.9%)

First things first. Even as the markets gave up solid Friday gains only to reverse lower with an hour to go (as Trump announced that tariffs would begin over the weekend), the month of January still finished in the green (and did so for each US index). The significance of this is important, because as goes January so goes the rest of the year. Below we see that following a strong January, the S&P 500 is up 12.2% on avg and up 86.7% of the time.

The Truth About Trumps Tariffs

Why Trumps tariffs are a mystery, is a mystery to me. Trump campaigned and won on MAGA, with his pri...

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