Good Monday morning. As we welcome new VRA Members…it’s great having you with us…from time to time we reinforce our primary (macro) themes along with our outlook for the markets. If you’ve read “The Big Bribe” (if not, you’ll want to), you know that from the depths of the bear market in Q3 2022 we called the bottom (to the day) and went aggressively long the market. Our primary theme has been that we’ve entered a generational bull market, an "Innovation Revolution"  and Roaring 2020’s that will result in massive wealth creation and a booming US economy featuring GDP growth of more than 5%/year, with the possibility of that growth topping 10%. Our “minimum” targets for the Dow Jones is 100,000 (currently 44,642) and for Nasdaq, 40,000 (currently 19,850).

We came into November predicting that Trump would win and that the markets would “melt-up.” In no way do we think this move higher is over…it’s only now just beginning. Few in the investing world understand what’s developing and almo...