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VRA Letter: When Bullets Fly, Stocks are a Buy. Tesla: The Robotaxi is Officially Here. Nuclear; Red Hot. Market Update.

Good Monday morning. “When bullets fly stocks are a buy”. Following a lower opening this morning (futures now just barely lower), this time-honored axiom will likely be the theme of trading for the rest of the day. Our "war te ...

Posted On June 23, 20256 MIN Read
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Good Monday morning. “When bullets fly stocks are a buy”. Following a lower opening this morning (futures now just barely lower), this time-honored axiom will likely be the theme of trading for the rest of the day. Our "war tells” (gold, oil, VIX and semis) have been pointing to this conflict as being short-lived. But Trump is now a war time president…his talk of regime change makes that point even more clear. I repeat; I voted for Trump for situations just like this and unless the war spreads…we see this as only a 20-30% likelihood at this point …he will continue to have my full support. However, his a base is becoming highly fractured over Israel-Iran, which could absolutely have an impact on next years midterms.

Tesla: The Robotaxi is Officially Here

Yesterday in Austin, the (supervised) release of the Robotaxi kicked off, with what appears to be excellent feedback. These local area tests will continue to expand across the country with full launch nationwide expected by year-e...

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