Vertical Research Advisory
Log inJoin Now
Newsletter

VRA Letter: LSOG Tonight at 8PM EST. Semis/Tech Reversal Higher; Textbook Bull Market Action. Election Impact on the Bull Market.

Good Thursday morning. Heads up; tonight at 8PM EST the team at Lost Soldier Oil & Gas will have a Zoom meeting with important updates on their Wyoming oil and gas play, which industry experts believe could be the largest di ...

Posted On September 12, 20245 MIN Read
Share:
vra-default-img

Good Thursday morning. Heads up; tonight at 8PM EST the team at Lost Soldier Oil & Gas will have a Zoom meeting with important updates on their Wyoming oil and gas play, which industry experts believe could be the largest discovery in Wyoming in 4 decades. Look for your Zoom link later today. Hope you can join us!

VRA Market Update

Yesterday was an important day for our markets. It was in fact a textbook bull market day. Prior to the open we had a CPI print with an initial bearish impact, sending the Dow Jones plummeting lower by more than 700 points. Things looked ugly.

But then the semis/tech…our leading tells for market direction…began making the turn higher. And just like that we were off to the races, with the Dow jumping more than 850 points from the lows, the Nasdaq finishing 2.2% higher and the semis closing up a big 5% .

VRA Buy Recs SOXL (3 x Semi ETF) jumped 13% on the day with TQQQ (3 x Nasdaq 100 ETF) up 6%. 

Again, what we witnessed yesterday was textbo...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

June 11, 2026
VRA Letter: Xtract One Tech Earnings

Good Thursday morning. I’m in meetings this morning but will be back with our Letter a bit later. We’ll also be on the Xtract One Tech (XTRAF) earnings call this morning and will report back. This looks to be the most important, and certainly the most impressive earnings report from X1 to date. Here’s an […]

June 10, 2026
VRA Letter: Excellent Internals on a Bad Day. May CPI Report; a Slight Beat. Capitulation Readings in Gold Miners. Own Physical Gold/Silver, Avoid Fiat.

Good Wednesday morning. Late in the trading day yesterday we learned that Trump was planning to take fresh military action against Iran, in what they continue to call “defensive actions”, while the ceasefire remains (somewhat) intact. This sent the markets reeling mid-day although a solid afternoon rally resulted in a positive close in the Dow […]

June 09, 2026
VRA Letter: Our Bullish Themes Remain Fully Intact. Trump; Juicing the Market. China’s Warren Buffett Buys Tesla. Galaxy Digital Jumps 21%. Oil/Rates/USD.

Good Tuesday morning. Yesterday’s trading looks to have confirmed that Friday's selloff was an anomaly in an otherwise strong bull market. Our Big 3 remain: the Trump Economic Miracle, Innovation Revolution and an absolute ocean of liquidity will continue to power this market higher into the 2030’s. Dips will remain buying opportunities. From the beginning […]

June 08, 2026
VRA Letter: Fridays Selloff; the Data Says It’s a Buying Opportunity. What We’re Watching and Ready to Act On.

Good Monday morning. Following Fridays sharp selloff in Nasdaq (-4.2%), over the weekend we saw a resumption of military action between Israel and Iran, which resulted in oil jumping 5% overnight to $95/b. However, those hostilities now look to be over, with oil trading back down to $91.50 as Trump encourages both sides back to […]

June 05, 2026
VRA Letter: May Payroll Data; Red Hot. Market Update. Your Questions: Falcon Buyout, SpaceX IPO, Bitcoin/TAO, VRA Portfolio.

Good Friday morning. The May jobs report is in and the results are strong with 172,000 jobs created vs estimates of just 88,000. The unemployment rate is unchanged at 4.3%. In addition, the last two months of payroll data have been revised higher by a total of 93,000 jobs. Two points here; the economic benefits of […]