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VRA Letter: “Making Money” Today at 2pm est. July CPI Report; Where’s the Inflation? Global ATH Front-Running. Record Buybacks & Short Selling. TSLA Breakout.

Good Tuesday morning. Heads up: I’ll be on Fox Business "Making Money with Charles Payne” today in the 2pm est hour. Hope you can join us! Breaking: the July CPI data is in and it’s more good news for the economy, the equ ...

Posted On August 12, 20253 MIN Read
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Good Tuesday morning. Heads up: I’ll be on Fox Business "Making Money with Charles Payne” today in the 2pm est hour. Hope you can join us!

Breaking: the July CPI data is in and it’s more good news for the economy, the equity markets and Trumps tariff policies. July CPI inflation rose just 2.7% y/y, below the expectations of 2.8% while core CPI increased 3.1% Y/Y, compared to forecasts for a gain of 3.0%.

The equity markets like the news with S&P 500 futures +.7%…the 10 year yield is down to 4.26%…gold is flat at $3404 and GDX is +.70%. Bitcoin is up slightly at $119,100. 

VRA Bottom Line: Trumps been right all along; “where is the inflation from tariffs?” As a reminder, Truflation.com has CPI at 1.75% which we see as far more accurate as a real time reporting service using 30 million data points from more than 80 data providers. Congratulations to Dr. EJ Antonio who was announced last night as the new commissioner of the BLS. Long time VRA readers know how much we distrust...

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