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VRA Letter: Short Term Froth in a Generational Bull Market. Don’t Fight the Tape/Fed. Added TNA. NuScale Power. Xtract One Tech. Rich Ross. Bitcoin.

Good Thursday morning. Another solid day featuring all-time highs in S&P 500 and Nasdaq, with back to back days of stellar market internals. We are getting a bit of short term froth in this seasonally weak time frame as the ...

Posted On August 14, 20255 MIN Read
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Good Thursday morning. Another solid day featuring all-time highs in S&P 500 and Nasdaq, with back to back days of stellar market internals. We are getting a bit of short term froth in this seasonally weak time frame as the put-call ratio opened at .63 and remained low throughout the day. In addition, the VIX (Volatility Index) closed at 14.49, which was the lowest price for 2025. By no means is this a sell signal….there’s just too much liquidity in the US, with trillions more headed our way from global investors…with excellent corporate earnings and a record level of share buybacks. This morning’s PPI also came in hot, with producer prices rising .9% last month vs estimates of a .2% increase.

Importantly, with Treasury Secretary Bessent backing a .50% cut at next months Fed meeting and a total of 150-175 bp cuts going forward, this infamous quote from the late great Marty Zwieg comes to mind; “Don’t fight the tape, don’t fight the Fed”.

Alert: Yesterday we added TNA ...

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