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Welcome to the VRA Investing Podcast! In today’s episode, Kip Herriage breaks down an extraordinary end to the week on Wall Street. With the Dow Jones hitting the historic 50,000 mark and markets seeing impressive gains across the board—including semiconductors up over 5% and small caps continuing their leadership—this was truly a tale of two cities compared to earlier in the week. Kip dives into the rapid market rotation, big moves in Bitcoin, and why the recent shakeout in momentum stocks and software was likely overdone. He also discusses structural bull market trends, how global reflation continues to drive growth, and the underlying strength in gold, silver, and mining stocks. Wrapping up with sector and commodity insights, Kip shares his bullish outlook and the importance of staying focused on tech, semis, and Bitcoin—all poised for future growth. |