Vertical Research Advisory

VRA Letter: VRA Mid-Day VidCast 8.10.22

Informações:

Sinopse

Here’s todays VRA VidCast: - Our new book "The Big Bribe" is out: BigBribeBook.com "Financial Engineering & the 5 Megatrends taking the Dow to 100K by 2030". - CPI beat; Inflation has peaked. ‘Deflation' is the theme of 2023.  - Another 'conspiracy theory' playing out; midterm melt-up - Lower rates, inflation, dollar = higher stock prices. - Must own; semis, tech, energy, PM’s and miners