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VRA Letter: Our View; Don’t Be Myopic. Global Easing Cycle Has Begun. NVDA & TSLA; is FIFO Developing? Gold Miners Keep Leading Gold Higher. Vista Gol

Good Wednesday morning. And the world just keeps speeding up. I’m not embarrassed to say that I’ve been more than a little confused about the markets, post Trumps tariff strategy. However we do have a playbook for 4-5 week bea ...

Posted On May 07, 20257 MIN Read
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Good Wednesday morning. And the world just keeps speeding up. I’m not embarrassed to say that I’ve been more than a little confused about the markets, post Trumps tariff strategy. However we do have a playbook for 4-5 week bear markets, don’t we, as the plandemic was just 5 years ago. And what did the markets do after that 30% market plunge? We were back to fresh ATH’s in August of 2020.

Our view remains that once the markets see this (trade/China) as largely resolved…we see a worst case scenario of late Q3, early Q4…Trumps remaining 3 years in office will resemble a full-on stock market melt-up. This is Trumps legacy building term. Does anyone believe that Trump won’t do everything in his power to get the Dow Jones to as close to 100k as possible? (Last 40,800). We believe that losing site of how much Trump loves a soaring stock market is a mistake.

Our view; don’t be myopic. We’re looking past the short term and focusing on where we’re going, rather than where we’ve been (thank...

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