VRA Letter: Revolutionary Change is Coming. Investor Sentiment Flashing Buy Signals. “Permabears”. VRA Portfolio: +94.82%. - Vertical Research Advisory

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VRA Letter: Revolutionary Change is Coming. Investor Sentiment Flashing Buy Signals. “Permabears”. VRA Portfolio: +94.82%.

Good Wednesday morning. If you haven’t already I encourage you to listen to Tylers podcast from yesterday. The US is entering a new phase of growth and productivity, led by a highly focused Trump and efforts like DOGE (Musk/Vive ...

Posted On December 04, 20244 MIN Read

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Good Wednesday morning. If you haven’t already I encourage you to listen to Tylers podcast from yesterday. The US is entering a new phase of growth and productivity, led by a highly focused Trump and efforts like DOGE (Musk/Vivek). When combined with the elements of an Innovation Revolution, the Trump Doctrine and the Roaring 2020’s, it’s becoming clear that we’ve entered a long term era of success and prosperity.

You’ll want to give it a listen: https://vraletter.com/podcast/vra-investing-podcast-roaring-2020s-consumer-strength-and-upcoming-fed-cuts-tyler-herriage-december-03-2024/

Tyler also covered investor sentiment, a highly important element of market timing and sector positioning. Most would probably assume that sentiment is sky high, especially with the run in the markets that we’ve had. However, it is not. This is remarkable; The AAII Investor Sentiment Survey, which I’ve voted in since 1988, now has more bears than bulls (for the first time since April). In addition, th...

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