Vertical Research Advisory
Log inJoin Now
Newsletter

VRA Letter: We’ve Entered One of the Strongest Periods of the Year. Core Strengths of the US Economy. Top Follows: Detrick, Rich, TrendSpider. Gold to $3000.

VRA Letter: We've Entered One of the Strongest Periods of the Year. Core Strengths of the US Economy. Top Follows: Detrick, Rich, TrendSpider. Gold to $3000.   October 25, 2023 Good Wednesday morning. This morning we’ll take a ...

Posted On October 25, 20234 MIN Read
Share:
vra-default-img

VRA Letter: We've Entered One of the Strongest Periods of the Year. Core Strengths of the US Economy. Top Follows: Detrick, Rich, TrendSpider. Gold to $3000.
 
October 25, 2023

Good Wednesday morning. This morning we’ll take a look at some of our top investment strategists and their calls of the last 24 hours. We write often about the work of our favorites Ed Hyman and Rich Ross (Evercore), Helene Meisler and Ed Yardeni. Below we’re including new research from Ryan Detrick, Bryan Rich and TrendSpider.

First, we’re now in one of the most seasonally bullish periods of the year. This year we have the advantage of strong Q3 earnings, along with the fact that Q3 will mark an all time high in corporate earnings. At the same time, this week we’ll learn that Q3 GDP growth should come in better than 4%.

If you’re online or watch TV much, you’re likely hearing little of this. Instead, permabears are around every corner, telling us how horrible the economy is and that the next ...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

May 14, 2024
VRA Letter: Tame PPI Sets the Stage for Tomorrows CPI. Interest Rate Sensitives Point to Lower Rates. Must Own; Precious Metals/Miners. Meme Stock Craze, Again. Latest from Uber-Bull Rich Ross.

Good Tuesday morning. As we covered yesterday it’s a big week for the inflation narrative. This morning we learned that the PPI came in a bit hot, even as it matched y/y estimates of 2.2% inflation, the monthly read of PPI (ex food and energy) came in at .5% vs estimates of .3%. Importantly…and this […]

May 13, 2024
VRA Letter: VRA Macro Views Fully Intact. The Week Ahead, As Rate Cuts Near. SOXL; Must Own. VRA System Buy Signals.

Good Monday morning. A quick recap of our macro views; We’ve entered a generationally strong, structural bull market, powered by:  a) US consumers and co’s in their strongest financial position in decades. b) the burgeoning “Innovation Revolution” (led by semis/tech) that will power earnings and GDP growth for years to come (2030+). c) overtly and […]

May 10, 2024
VRA Letter: VRA Quick Hitters

Good Friday morning. VRA Quick hitters. 1) "Don’t Fight the tape, don’t fight the Fed". Until yesterday…when it became clear to us that the Fed will soon start cutting rates (following June cuts from the BOE and ECB)…I had not written those words in at least two years. A truer Wall Street axiom is hard […]

May 09, 2024
VRA Letter: VRA System Trading/Investing Heads Up. Market Update; Rate Cuts Are Nearing; Don’t Fight the Tape, Don’t Fight the Fed. Pm’s/Miners; Next Leg Higher is Underway. Xtract One

Good Thursday morning. Heads up: going forward we will be more active in trading ETF’s (via our preferred leveraged and non-leveraged ETF’s). Using VRA Investing System readings to facilitate each trade, we’ll have a more proactive approach in trading our favorite ETF investment vehicles. In bull markets (this one) we’ll look to to “buy” an ETF when […]

May 08, 2024
VRA Letter: Schedule Change

Good Wednesday morning. Today’s VRA Letter will follow later today. Thanks, Kip VRA Portfolio Focus Stocks and ETF’s: We own VRA ETF’s: ERX (2 x Energy ETF), SOXL (3 x Semi ETF), TNA (3 x R2K ETF), NUGT (2 x Miner ETF), URA (Uranium ETF), KWEB (China Internet ETF) and of course our VRA 10 Baggers, which include our focus names […]