Good Wednesday morning. Our power and cell service were restored last night, but 1.5 million remain without power in the Houston area. Thanks very much to everyone that reached out with your concerns. Houston, a once long-term conservative city, has been run by Dems for more than a decade. Same with Centerpoint Energy, whose top brass enjoys boasting about their DEI programs and preferred pronouns.

Centerpoint, along with city of Houston officials, made the decision not to do advance staging as Beryl approached and now many are paying with their lives as a result. And hurricane season is just getting started. Floridas Ron DeSantis would have made Beryl look like just another rainy and windy couple of days.

VRA Market Update

Bullish seasonality remains in place (through mid-August). When the generals are leading…as they are now with extraordinary performance from megacap tech stocks...we will remain long and strong the market.

As Tyler covered in his podcast yesterday, Nasda...