Vertical Research Advisory

Welcome to the VRA Investing Podcast! In today’s episode, host Kip Herriage wraps up the final show of 2025 and looks ahead with optimism to 2026. He shares personal stories from the holiday season and dives into what makes him bullish for the new year, discussing the January trifecta and its historical track record for strong market performance. Kip Herriage explores the current state of market sentiment, why too much bullishness on Wall Street can be cause for caution, and why he believes we’re still in the early stages of a promising bull market. He highlights housing as a key sector to watch, anticipating major changes from the homebuilding and mortgage industries that could energize the economy.