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VRA Letter: There’s No Stopping This Bull Market. The Truth About Trumps Tariff Policies. Housing Stocks; Ready to Go. Xtract One. Vista Gold.

Good Tuesday morning. The bears had their shot coming into the week but yesterdays blast-off, featuring leadership (once again) from the semis and garlic-strong internals, has to have them worried about their “weak seasonality ...

Posted On August 05, 20257 MIN Read
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Good Tuesday morning. The bears had their shot coming into the week but yesterdays blast-off, featuring leadership (once again) from the semis and garlic-strong internals, has to have them worried about their “weak seasonality” messaging. As we’ve covered often, we see any weakness in the broad markets as short-lived. There’s just too much money (globally) chasing US equities. Simple supply vs demand. Everyone wants to be in the US. And these Q2 earnings are coming in red hot.  

The Truth About Trumps Tariff Policies

During Trump 1.0, Trump was so surrounded by the swamp, a House that wanted any reason to impeach him, and worst of all, Republican allies from his own party that were hellbent on destroying him from within. Trump 1.0 was “tariff-lite” but anyone that’s followed Trump over the decades knows that “trade” and “tariffs” are among his most favorite of economic policies. As one of the sharpest businessmen of all time, Trump saw first hand how America was getting screwed o...

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