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VRA Letter: The Feds Rate Cutting Cycle Has Arrived…and the Markets Like It. Semis, Tech, Miners, Small Caps & Bitcoin Soaring. VRA Trading Notes.

Good Thursday morning. The Feds rate cutting cycle has arrived. Going against 90% of economists predictions...who predicted a .25% rate cut…J Powell and the Fed actually got this one right by cutting by .50%. It turns out two gu ...

Posted On September 19, 20245 MIN Read
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Good Thursday morning. The Feds rate cutting cycle has arrived. Going against 90% of economists predictions...who predicted a .25% rate cut…J Powell and the Fed actually got this one right by cutting by .50%. It turns out two guys from Texas did too, as Tyler and I have been on record (for 2 months) predicting a .50% cut.

And the markets like it. Following big gains in global markets overnight, futures are sharply higher in the US, with Dow Jones +500 points, Nasdaq up a big 425 points (+2.2%) with small caps continuing their recent tear (+2.6%). Broadening action continues to build…massively bullish. 

Also jumping in premarket trading, VRA Portfolio positions; SOXL +10%, TQQQ +6%, NUGT +7%, TSLA +3%…and what do we have here? Bitcoin rallying 5% to $63,000. We’ve been pounding the table on these positions…we continue to.

From yesterdays VRA Letter:

"Our view is unchanged. The Fed should absolutely cut by .50%. The wildcard? The State wants their side to win in November…this...

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