Vertical Research Advisory
Log inJoin Now
Newsletter

VRA Letter: Xtract One Zoom Meeting. VRA Market Update: Overbought But Surging Semis Remain THE Tell. Definition of a Structural Bull Market.

Good Monday morning. Throughout this week we will focus much of our attention on our VRA 10-baggers, where we recommend investors continue to use monthly dollar-cost averaging to add to your positions. Heads up: On Thursday night ...

Posted On February 12, 20246 MIN Read
Share:
vra-default-img

Good Monday morning. Throughout this week we will focus much of our attention on our VRA 10-baggers, where we recommend investors continue to use monthly dollar-cost averaging to add to your positions.

Heads up: On Thursday night we will have a VRA Members Only Zoom meeting at 8PM EST with VRA 10-bagger Xtract One Tech (XTRAF) and CEO Peter Evans.

VRA Market Update

Another reminder that we’ve entered a structural bull market of size and scope has arrived, as the S&P 500 closed above 5000 for the first time, powered by a solid earnings season and featuring what can only be called “stunning” earnings reports from leading tech co’s.

In our view, bears that continue to fight this new bull market are missing out on the birth of a generational bull market, driven by the reality that corporate profits and upbeat guidance continue to show healthy spending patterns among consumers and businesses, while the “innovation revolution” begins to justify surging valuations in the tech ...

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

Start Free Trial

Already have an account? Sign in.

Related Post

April 17, 2025
VRA Letter: Charles Schwab & Fox Business. Trump v Powell; Here We Go. Snowline Gold; Massive Discovery in the Making

Good Thursday morning. Heads up: Tyler will be on the Charles Schwab TV network @ 11:50 EST https://www.schwab.com/schwab-network and I will be on Fox Business with Charles Payne in the 2PM EST hour. Hope you can join us. I have to say, with Trump calling for Powell to be terminated this morning, it’s an interesting day for us to be on air. Here’s […]

April 16, 2025
VRA Letter: Nonstop Bear Market News Flow. Death Cross, Part 2. Are Millennials the New Mrs. Watanabes? Gold and Miners; Beast Mode. Twilight Zone Moment.

Good Wednesday morning. Is everyone enjoying their 2-3 hours of sleep over the last 1-2 months? Non-stop news flow and market-moving events continued overnight as Nvidia announced they are no longer allowed to sell their H20 (AI) chips to China…Trump literally banned them...resulting in a $5.5 billion hit to Q1 earnings. Hey, we get this one. We’re […]

April 15, 2025
VRA Letter: Developing; the Flip Side to Worst Case Scenarios. Demand Pull and the Semis.

Good Tuesday morning. This is a developing situation but it has enough upside potential that we wanted to get it to you while we’re early in the story. What did we learn from the plandemic? We learned that both the consumer and companies began stocking up on “everything” as supply chains began breaking down. In economics […]

April 15, 2025
VRA Letter: Neither Permabull or Permabear. Death Cross, S&P 500. BofA Survey. Xtract One Analyst Buy Rec. Gold/GDX. Tucker Goes There on 9/11.

Good Tuesday morning. Yesterday’s rally, following Trumps semi-exemption of electronics from China, was good…just not great. The internals were actually quite strong, but the semis lagged and the action into the close was poor. The damage that’s been done to this market is widespread and stunning. From the ATH’s to the lows of last week: S&P […]

April 14, 2025
VRA Letter: Here’s What We See….

Good Monday morning. Late Friday night the administration took action to exempt computer and electronic products from China (from 145% to 20% tariffs), essentially caving to big tech (Apple, Nvidia) while leaving all other tariffs in place (the tariffs that affect small caps and small businesses). This had the markets expecting a possible “limit up” […]