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VRA Letter: Trump’s “Golden Age For America” is Playing Out. Pounding the Table on Gold, Silver & VRA Gold Miners. NuScale Power. Xtract One Tech. Rich Ross.

Good Wednesday morning. Seasonality may not be great here but we continue to see any weakness in the broad markets as being short-lived. There’s just too much money (globally) chasing US equities. It really is all about supply ...

Posted On August 06, 20256 MIN Read
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Good Wednesday morning. Seasonality may not be great here but we continue to see any weakness in the broad markets as being short-lived. There’s just too much money (globally) chasing US equities. It really is all about supply and demand…America is hot and getting hotter. 

The macro element that we believe is most underestimated about the strength of this bull market is “it’s all about America.” Everyone wants to be here and everyone wants to invest here. We see this in global fund flows into the US which just surpassed $1 trillion over the last 12 months and will only ramp higher from here. Early on, the president began saying “it’s a golden age for America” and the evidence continues to support his forecast. Our view remains that a generational bull market is underway for US equities. 

Pounding the Table on Gold, Silver and (especially) VRA Gold Miners

Seasonality has flipped to highly bullish for PM’s and miners into year end. Now is the time to own this group.
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