Vertical Research Advisory
Log inJoin Now
Newsletter

VRA Letter: No Fed Rate Cut…So What? We’re (still) Turning Japanese. NVDA and the Birth of a New Industrial Revolution. Latest Bitcoin Shakeout.

Good Tuesday morning. The March Fed meeting kicks off today, with FOMC statement and Powell presser tomorrow afternoon. From the start of ‘24 we’ve said the Fed would cut rates at the March meeting. That’s not going to hap ...

Posted On March 19, 20246 MIN Read
Share:
vra-default-img

Good Tuesday morning. The March Fed meeting kicks off today, with FOMC statement and Powell presser tomorrow afternoon. From the start of ‘24 we’ve said the Fed would cut rates at the March meeting. That’s not going to happen tomorrow….the US economy is simply too strong. The question is; does it even matter, if this is the next 1995-2000 melt-up...as we’ve been forecasting. 

The average 10-year yield during the 1995 to 2000 bull market was >6% (below) vs 4.3% today. 

• 1995: 6.57%
• 1996: 6.44%
• 1997: 6.35%
• 1998: 5.26%
• 1999: 5.65%
• 2000: 6.03%

VRA Bottom Line: Fed rate cuts are coming, along with reductions in QT. Just know that a lack of rate cuts is not a risk-off event for equities, as we’ve entered a melt-up period similar to dot-com, based on the innovation/AI revolution that’s underway today. As much as anything, we expect “gravity” to continue to “ force US rates lower. 

Consider; if you’re a global institution/corporation of size, what would you rathe...

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

Start Free Trial

Already have an account? Sign in.

Related Post

January 13, 2026
VRA Letter: Launch of Parabolic #24. December CPI; What Inflation, Chair Powell? Textbook Bull Market Action Continues. Vista Gold News.

Good Tuesday morning. Heads up: Parabolic Options Program #24 launched this morning. If you did not receive an email with details just reply back and let us know. First options buy rec tomorrow. Breaking: Inflation continues to decline, as December CPI came in at 2.6% (vs estimates of 2.7%) while growing at just .2% m/m (vs estimates of […]

January 12, 2026
VRA Letter: DOJ Launches Investigation into Powell/Fed. It’s Still a “Back up the Truck” Bull Market. Semis, Housing & Small Caps Getting Red Hot. Gold & Silver Surge to New All-time Highs. Stinchfield Podcast.

Good Monday morning. Heads up: tomorrow morning we’ll be launching Parabolic Options Program #24. Parabolic #23 ended with gains of 376%. We’ll be looking to announce first trades as early as Wednesday morning. If you’re joining us for #24 you’ll want to register asap (look for the launch email early Tuesday morning). Breaking: yesterday we learned that the US Attorney's Office in […]

January 09, 2026
VRA Letter: December Jobs Data. NuScale Power News. Housing Jumps on Trump’s Plans to Buy $200 Billion in Mortgage Bonds. Small Caps Lifting Off.

Good Friday morning. Breaking: the US economy added 50,000 jobs in December, missing the forecast by a bit, but the unemployment rate fell to 4.4% (from 4.5). The equity markets like the news as do both gold and silver (silver up 4.4% to $78.40, gold up $36/oz to $4497). We also learned yesterday afternoon that the Atlanta Fed […]

January 08, 2026
VRA Letter: A Personal Note. VRA Market Update; the Significance of the Global Relation Trade. Small Caps. Housing.

Good Thursday afternoon. First, a personal note for our newer Members. If you know my background you know that I come from that “2nd America” and I found my way to Wall Street because I wanted change. If you know me, you also know that I’m a grinder that takes what we do very seriously. We’re also […]

January 08, 2026
VRA Letter: Parabolic Options Program #24. The Latest From Rich Ross.

Good Thursday morning. Heads up: next week we’ll be launching Parabolic Options Program #24. Each Parabolic program lasts 4 months, where we deploy the VRA Investing System to select only the highest potential options trades (most of our options trades are on ETF’s, with an average holding time of approx. 3 weeks). We only use “call and put” options. […]