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VRA Letter: Jobs Report. We Hear You. Market Update; Seasonality is Turning Bullish with Investor Sentiment Flashing Buy Signals. Global Markets Surging. Tesla; Dan Ives “Best Idea”

Good Friday morning. Breaking: This mornings jobs report for February is in and the DOGE cuts are beginning to be feft. The economy added 151,000 jobs in February, below estimates of 159,000 but above the whisper number in the ...

Posted On March 07, 20257 MIN Read
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Good Friday morning. Breaking: This mornings jobs report for February is in and the DOGE cuts are beginning to be feft. The economy added 151,000 jobs in February, below estimates of 159,000 but above the whisper number in the 120,000 range. The unemployment rate rose to 4.1% (estimate was 4%). January's report was also revised lower by 18,000 jobs. We pay little attention to monthly government reports but this will make next months report more important. The markets are flat on the news, with gold up $4 to $2930 and 10 year yields falling to 4.24%. 

Your Feedback

We’re hearing from many of you and it’s been a consistent message; “this sucks”. Believe me, we feel your pain. If we recommend it, we own it, and we too have oversized positions in our top “focus” holdings. They include Tesla, Bitcoin/ARKB, SOXL and TQQQ (among others). Yes, gold/silver/miners and Chinese tech (KWEB nearing 3 year highs) are providing refuge from the storm but not enough to compensate for the declines ...

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