VRA Letter: VRA Mid-Day VidCast 8.10.22
VRA Investing Podcast · Vertical Research Advisory
August 10, 202210m 48s
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Show Notes
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