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VRA Letter: Let the Front-Running of Trump 2.0 Continue. Q4 Earnings Will Keep Surprising. VRA System Update. Will the Semis Break Out? Fox Business Today.

Good Tuesday morning. Big week! In addition to the return of Trump, this week Q4 earnings will begin to pick up speed. Big banks kicked us off in style last week and we’re already seeing analysts (across the board) ramping up ea ...

Posted On January 21, 20254 MIN Read
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Good Tuesday morning. Big week! In addition to the return of Trump, this week Q4 earnings will begin to pick up speed. Big banks kicked us off in style last week and we’re already seeing analysts (across the board) ramping up earnings estimates for the quarter and full year. Wall Street is looking for S&P 500 earnings to rise 9.1% y/y for the quarter, up from their previous estimate of 8.2%. We’ll be surprised if Q4 earnings growth doesn’t come in better than 12% y/y. Going forward, we continue to think those that are underestimating Trump 2.0 and the return of animal spirts are missing out on the big picture that matters most. 

America is back! GDP and corporate earnings growth are about to prove it. Let the front-running of Trump 2.0 continue.

And this isn’t being talked about nearly enough. In addition to Trumps love of free market capitalism, his cabinet selections and top advisors comprise the most pro-business administration in history. The government will soon be our f...

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