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VRA Letter: “The Economists Agree” Has Produced Another Significant Contrarian Set-up.

Good Thursday afternoon. Our research this morning led us to something important. And it’s been staring us right in the face, the whole time. Over my 40 years in the business, some of my biggest investment wins have come from b ...

Posted On February 13, 20254 MIN Read
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Good Thursday afternoon. Our research this morning led us to something important. And it’s been staring us right in the face, the whole time.

Over my 40 years in the business, some of my biggest investment wins have come from betting against economists, especially when they're all on one side of an issue.  Folks, this is a smart money, slam dunk…take this to the bank….especially with Trump as president again. 

It’s also a repeat from early 2021, when 100% of economists predicted a recession in the US. We told you then that we were taking the flip side, going aggressively long, and it paid off in spades. No recession occurred…and the markets had a big year. 

I learned this from Ted Parsons, my first mentor. He would bet against mainstream economists and he would win. It was one of his favorite strategies. The groupthink of economists helped to insure that they would be wrong. We’ve seen this happen time after time after time….

Today, the overwhelming consensus suggests that ...

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