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VRA Letter: VRA Bull Market Macro Themes & Positioning. Energy, Precious Metals/Miners, Bitcoin. Xtract One Earnings & Webinar.

VRA Letter: VRA Bull Market Macro Themes & Positioning. Energy, Precious Metals/Miners, Bitcoin. Xtract One Earnings & Webinar.   October 20, 2023 Good Friday morning. Fear is building, everywhere we look. It’s not that ...

Posted On October 20, 20236 MIN Read
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VRA Letter: VRA Bull Market Macro Themes & Positioning. Energy, Precious Metals/Miners, Bitcoin. Xtract One Earnings & Webinar.
 
October 20, 2023

Good Friday morning. Fear is building, everywhere we look. It’s not that we don’t respect the reasons for this fear, its just that we pay attention to what drives markets. Price action, supply/demand, GDP growth, earnings, liquidity, contrarian positioning, analytics and smart money flows. These are the things we do our best to stay focused on. We’re also big believers in diversification, which is why we own (physical) precious metals/miners, energy stocks and bitcoin. 

This morning gold continues its breakout. $1192/oz this AM, less than $100 from ATH. Over the last year gold is up 22%. The leverage is in the miners and the coming moves in NUGT (2 x Miner ETF) and Vista Gold (VGZ) will well reward us. This is the bull market of bull markets for PM’s and miners.

Oil is nearing $90 this AM. Team Biden just announced tha...

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