Good Tuesday morning. Precious metals, miners, bitcoin, semis/tech, energy and small caps…the primary focus of the VRA Portfolio today. This might seem like an odd pairing of investments but when it comes to investing, we’re agnostic. If an industry/sector is flashing buy signals on our VRA screens, we want to own it. Bank robber/gangster Willie Horton was once asked why he robbed banks; “because that’s where the money is”, best describes our approach. We invest in areas where the big money is in the process of flowing into, because at the end of the day, “demand” determines price movement.

As we start trading today, our broad markets are nearing extreme overbought levels...but they aren't there yet. Our focus has been on Nividas earnings report after the close tomorrow and it turns out we aren't alone. NVDA is the most important company in America today, certainly for short term market direction. And everyone is waiting on their earnings report and the analyst call that follows.

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