Vertical Research Advisory

Here’s today's VRA VidCast:  - The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP. - Q2 earnings are beating estimates (top and bottom line). - NO recession. I agree with Team Biden (first time) on definition. - Be greedy when others are fearful. And fund managers are “really” fearful. - Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising.  - Analytics and sentiment flashing “buy”, into midterms and year end.