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. - Fed funds rate and 10 year yields. Inversion is nearing. Animal spirits are gone. Recession follows.  - "Let’s Go Brandon". - 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.