Good Monday morning. I’m on the road through Wednesday. I’ll be sending some thoughts from the road until we resume our usual morning letters.

The incredible rolling bull market….our new investment theme…is producing an investment environment without a single US broad market index trading at overbought levels on the VRA Investing System.

Just an extraordinary investment setup as we head into Q1 earnings, which we are highly confident will produce solid beats across the board (led by semis/tech) and the birth of the innovation revolution.

Investors are “beginning" to realize that we’re in an “everything bull market” for assets impacted most by the inflationary times that we’re in. 

This was one of the topics that Tyler covered on his interview with Wayne Allyn Root last week. Inflation is money printing, and money printing only, and the "big print" is on.

This is a structural bull market, the most powerful kind, led by consumers & companies in their strongest financia...