Vertical Research Advisory
Newsletter

VRA Letter: “Making Money” at 2PM EST. Trump Announces “Massive Deal” with Japan. Reasons We Remain Bullish. Tesla Earnings. Buy Housing!

Good Wednesday morning. Heads up: I’m scheduled to be on "Making Money with Charles Payne" (Fox Business) today in the 2PM EST hour. Shortly after Tyler and I wrote our book "The Big Bribe”, Charles had me on his show for ...

Posted On July 23, 20256 MIN Read
Share:
vra-default-img

Good Wednesday morning. Heads up: I’m scheduled to be on "Making Money with Charles Payne" (Fox Business) today in the 2PM EST hour. Shortly after Tyler and I wrote our book "The Big Bribe”, Charles had me on his show for the first time. We had just called the bear market bottom of 10/13/22 with a forecast that a generational bull market would kick off (led by an Innovation Revolution and the Roaring 2020’s). Since then, Nasdaq is up 109% with the S&P 500 up 80%. Hope you can join us today!

Just. Getting. Started.

Breaking news from last night; President Trump announced a “massive” deal with Japan that includes “reciprocal” tariffs of 15% on the country’s exports to the US with auto duties reportedly being lowered to that level as well.

Trump called the agreement “perhaps the largest deal ever made,” while adding that Japan would invest $550 billion in the United States and the US would “receive 90% of the profits.”

In a Truth Social post Trump said that Japan will ...

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 12, 2026
VRA Letter: SpaceX IPO & the Worlds First Trillionaire. Peace Deal with Iran Means the Primary Trends Will Return. Falcon Oil & Gas Questions.

Good Friday morning. Today's the day that SpaceX (SPCX) goes public and Elon Musk becomes the worlds first trillionaire. In 2018 Apple became the first publicly traded company to have a $1 trillion market cap (there are 14 now, globally). Today, it's Elon. How many trillionaires will there be a decade from now? For those asking “should I buy the stock after it begins trading?” If […]

June 11, 2026
VRA Letter: Bounce-back Day. Small Caps & Semis Leading (bullish). PM’s/Miners: Best Buying Opp in 18 Months. Xtract One +26% on Excellent Earnings.

Good Thursday afternoon. The US and Iran remain locked in negotiations over a potential peace deal, despite launching an exchange of air attacks for a second straight day. The US struck multiple military targets in Iran through late-Wednesday and early-Thursday, continuing to state that the attacks are “self-defense” after the downing of an American helicopter near the […]

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 […]