VRA Letter: Overbought October Surprise? - Vertical Research Advisory

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VRA Letter: Overbought October Surprise?

Good Friday morning. Brief Letter today. All bull markets, even this generational bull market, need to take an overbought breather from time to time. Minutes ago, we learned that Trump may be cancelling upcoming trade talks with X ...

Posted On October 10, 20252 MIN Read

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Good Friday morning. Brief Letter today.

All bull markets, even this generational bull market, need to take an overbought breather from time to time.

Minutes ago, we learned that Trump may be cancelling upcoming trade talks with Xi and instead implementing new tariffs against China.

Frankly, this in and of itself is a minor roadblock.

To the juggernaut of an economic recovery underway in the US. No, this is about a traditionally volatile October combined with markets trading at extreme OB readings.

This pause will set us up for a strong rally on Q3 earnings and the rest of Q4. It will also produce our new buy signals in the VRA Portfolio (and new targets for Parabolic).

Here’s my interview from yesterday with Charles Payne. For the first time in 3 years on his show I was able to explain what The Big Bribe is all about, along with our macro thoughts on gold and Tesla (along with $10k PT).

https://vraletter.com/podcast/kip-herriage-live-on-making-money-with-charles-p...

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