Vertical Research Advisory

Vertical Research Advisory

About

In 2003, at the request of long time clients, Kip Herriage officially launched an investment newsletter, the Vertical Research Advisory (VRA), which he has Published and Edited for the past fifteen years showing my valued Subscribers EXACTLY how to demolish the stock market year in and year out.

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1356 episodes

VRA Investing Podcast: Meandering Market, But Broadening! Inflation Data, And Bitcoin's New High - Tyler Herriage - February 28, 2024

Tune into today's podcast as Tyler reflects on the day's slow market performance, discussing the potential impact of upcoming inflation data and the latest Fed speakers' statements. He also dives into the significance of bond yields and provides insights into the cryptocurrency market, particularly focusing on Bitcoin's impressive performance.

14m
Feb 28
VRA Investing Podcast: Understanding the Bullish Signals: Bitcoin, Small Caps, and Market Broadening - Kip Herriage - February 27, 2024

Tune into today's podcast as Kip dives into the latest market developments, shining a spotlight on the significant shifts in bitcoin and small caps that are driving the current market action. Kip shares insights on the bullish signs in the market, the improving market breadth and the ever-expanding opportunities in the roaring 2020s. 

28m
Feb 27
VRA Investing Podcast: Amazon and Uber Join Dow 30. Bitcoin Continues To Make New Highs - Tyler Herriage - February 26, 2024

While it may have seemed like a slow day on the surface, we continue to see good action under the hood of this market. Tune into today's podcast as we discuss the market action from the day, including the addition of Amazon and Uber to the Dow 30 index. We also analyze the upcoming economic data, bond yields, and global market strength.

18m
Feb 26
VRA Investing Podcast: Deja Vu. Textbook "Roaring 2020's" Bull Market Action Continues - Kip Herriage - February 23, 2024

In today's episode, Kip breaks down the market's performance and shares his insights on the latest all-time highs in various indices, the performance of small caps, the impact of falling bond yields, and the influence of AI and technology on the current bull market. Kip also discusses the potential for continued growth, the significance of the cryptocurrency boom,

18m
Feb 23
VRA Investing Podcast: All-Time Highs Continue, Roaring 2020s, and Nvidia's Record-Breaking Day - Kip Herriage - February 22, 2024

In today's podcast, Kip Herriage dives into the current state of the market, discussing the broadening market trends and a new bull market reminiscent of the 1995-2000 era. He shares insights on the strength of the economy and the booming tech sector, emphasizing the significance of semiconductors and the rise of artificial intelligence.

23m
Feb 22
VRA Investing Podcast: Nvidia Crushes Earnings Once Again, and Markets Finish at Their Highs - Tyler Herriage - February 21, 2024

Tune into today's podcast as Tyler recaps the day's roller-coaster ride with our major indexes spending most of the day in the red before a strong finish during the smart money hour. Forget the FOMC minutes, all eyes were on NVDA's earnings after the close which sparked excitement in the market and led to significant after-hours moves.

16m
Feb 21
VRA Investing Podcast: Textbook Consolidation, Exploring A New Investing Frontier - Kip Herriage - February 20, 2024

It wasn't a great day to start the week, but we continue to like what we are seeing under the surface of this market. Kip also discusses the upcoming Nvidia earnings tomorrow, and what the results will mean for our markets. Tune into today's VRA Investing Podcast to see what the VRA Investing System is telling us going forward.

34m
Feb 20
VRA Investing Podcast: New Highs Continue, Economic Data, and Earnings Insights - Tyler Herriage - February 15, 2024

In today's episode, Tyler breaks down today's market action and offers insights into the latest economic data. He discusses the impact of Tuesday's CPI report, today's retail sales numbers, and the potential effects of upcoming events like the PPI data and Nvidia's earnings report. We also dive into the latest market internals, sector performance, and commodity performance. Join us as we explore the latest trends and developments in the investing world.

16m
Feb 15
VRA Investing Podcast: Stock Market Turnaround, Michael Burry's Turnaround, and What We See Coming - Kip Herriage - February 14, 2024

In today's episode, Kip discusses the market's turnaround from yesterday, the recent moves of legendary investor Michael Burry, and his insights on the semiconductor and tech sectors. He also delves into the current state of the market, the potential impact of the March rate hike, and his bullish outlook on various investment opportunities, including Bitcoin and energy stocks.

25m
Feb 14
VRA Investing Podcast: Market Turbulence and Inflation Data. Where is the flight to safety trade? - Tyler Herriage - February 13, 2024

In today's podcast, Tyler shares insights on this morning's inflation data, discussing the challenges faced in the financial markets, and the potential impact on the Federal Reserve's decisions. We also discuss the lack of flight-to-safety trades, and what this means for our markets, emphasizing the importance of buying on dips.

20m
Feb 13
VRA Investing Podcast: Overbought But Bullish Signals Abound. Definition of a Structural Bull Market - Kip Herriage - February 12, 2024

Tune into today's VRA Investing Podcast as Kip covers today's stock market performance including, the small caps leading, the improvement in the internals, the relative strength charts we are watching, and the overbought conditions we are seeing now in mega-cap stocks. In our view a generational bull market is just now starting to get underway.

49m
Feb 12
VRA Investing Podcast: The New Highs Roll On with Tech & The Semis Leading The Way - Tyler Herriage

In today's episode, Tyler dives into the impressive performance of major indexes and sectors, breaking records and hitting new highs for the S&P 500 and the semiconductors. He discusses the perspective of overbought conditions, the outlook for yields, and the improvement from our market internals.

19m
Feb 09
VRA Investing Podcast: S&P 5000! Navigating Investing In the Roaring 2020s - Kip Herriage - February 08, 2024

In today's episode, Kip discusses the recent milestone of the S&P 500 hitting 5000 for the first time, shedding light on the current economic climate and market sentiment. He delves into the indicators of the roaring 2020s and the structural bull market, emphasizing the potential for generational wealth opportunities.

19m
Feb 08
VRA Investing Podcast: Turnaround Tuesday, Market Resilience, and Tech Earnings Reaction - Tyler Herriage - February 06, 2024

In today's episode, we recap the market's turnaround Tuesday, highlighting the positive turn for our major indexes and the market internals. We also cover the reactions to the latest earnings reports from tech companies like Spotify, Snapchat, and Palantir. Tune into today's podcast to see what the VRA Investing System is telling us going forward.

14m
Feb 06
VRA Investing Podcast: The AI Revolution, Market Momentum, and The Latest Earnings - Kip Herriage - February 05, 2024

In today's episode, Kip breaks down the latest tech earnings with Palantir reporting today and more to come this week. Kip also explains why we remain bullish on tech stocks over the medium to long term despite market fluctuations and weaker market internals. Tune into today's podcast to see what the VRA Investing System sees looking forward for investors.

15m
Feb 05
VRA Investing Podcast: Another week of All Time Highs As The Roaring 2020s Roll On - Kip Herriage - February 2, 2024

On today's podcast, Kip dives into the continued all-time highs and strong momentum of the current market, exploring the impact of tech earnings and the future of this bull market. Kip also covers the state of the economy and the latest jobs report from this morning. Tune into today's podcast to see what the VRA Investing System is telling us looking forward.

26m
Feb 02
VRA Investing Podcast: Earnings Highlights, Amazon and Meta Soar While Yields Collapse - Tyler Herriage - February 1, 2024

In today's episode, Tyler breaks down the latest earning reports from the tech giants as we got Q4 earnings back from Apple, Amazon, and Meta (Facebook) today. We also explore the market's reaction to yesterday's FOMC meeting and its effects on the bond market, as well as the implications of the upcoming Bitcoin "halvening" event.

26m
Feb 01
VRA Investing Podcast: J Powell Strikes Again, The Fed's Misjudgments and Their Market Implications - Kip Herriage - January 31, 2024

In today's episode, Kip discusses the impact of the Fed's statements and Powell's off-script comments on the market, highlighting the potential for upcoming rate cuts and their effect on various sectors. He also shares insights on tech stocks, the performance of gold and silver, and the implications for Bitcoin. 

24m
Jan 31
VRA Investing Podcast: The All-Time Highs Continue, Big-Tech Earnings, and the first FOMC of 2024 - Tyler Herriage - January 30, 2024

Check out today's VRA Investing Podcast for the latest on Q4 earnings as we'll discuss the market's reactions to the latest earnings reports of tech giants like Microsoft, AMD, and Alphabet. Alongside earnings, we'll also be looking ahead at the economic data and the first FOMC meeting of 2024.

17m
Jan 30
VRA Investing Podcast: Beyond the Headlines, Consumer Strength Fuels Market Optimism and an Earnings Season Preview - Kip Herriage - January 29, 2024

The all-time highs continue for our markets as earnings season kicks into high gear this week. Tune into today's VRA Podcast as Kip breaks down the must-watch earnings reports from tech titans like Microsoft and Apple as we anticipate groundbreaking discussion on AI and the tech sector's transformative role in the economy

29m
Jan 29
VRA Investing Podcast: The Innovation Revolution & Second Shot at Another Dotcom Melt Up - Kip Herriage - January 23, 2024

In today's episode, Kip covers the significance of the innovation revolution, particularly focusing on the demand for semiconductors and the strength of the consumer and corporate sectors. Kip also shares insights on specific stocks such as Netflix and Tesla, the latest in earnings, and the potential in small-cap and housing stocks.

15m
Jan 23
VRA Investing Podcast: New Highs To Kick Off The Week, Tech Earnings, and Breadth Expansion - Tyler Herriage - January 22, 2024

It was a strong start to the week with a series of 52-week and all-time highs across our major indexes, individual stocks, and top sectors. We continue to see signs of breadth expansion under the hood of this market. Tune into today's podcast to see what the VRA Investing System is telling us going forward.

15m
Jan 22
VRA Investing Podcast: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's - Kip Herriage - January 19, 2024

In today's episode, Kip shares his insights on the current market conditions, and today's all-time high in the S&P 500 and the semiconductors. Kip also discusses the impact of the innovation revolution and its influence on corporate earnings. As Kip sees it, investors Are Getting a Second Shot at a "Dot-com-like" Melt-up

25m
Jan 19
VRA Investing Podcast: Semiconductors Soar, Market Rally, and Liquidity Update - January 18, 2024 - Tyler Herriage

In this episode, Tyler breaks down the market action from today, highlighting today's rally that turned around what was a suboptimal start to the week for our major indexes. Tyler also delves into the significance of share buybacks, global liquidity, and inflation trends. Tune into today's VRA Investing Podcast to see what the VRA Investing System is telling us going forward.

15m
Jan 18
VRA Investing Podcast: Exploring Bull Market Moves, Inflation, and Leading Market Indicators

In today's podcast, Kip Herriage breaks down the recent odd trading and anxiety in the markets. Today's focus is on the movement in the semiconductor industry, market sentiment, and the impact of economic indicators on investment decisions. Kip also covers the potential implications of Federal Reserve policies.

13m
Jan 17
VRA Investing Podcast: The All-Time Highs Continue And Tech Leads The Way – Tyler Herriage – January 16, 2024

In today's podcast, we explored market trends, highlighting a rally in the tech sector. While our major indexes finished negative on the day we continued to get all-time highs from the semiconductors. We also discussed the bullish outlook for the market and the potential impact of sentiment on investor behavior. Join us today's VRA Investing Podcast

15m
Jan 16
VRA Investing Podcast: Innovation Revolution, Bank Earnings, and the Roaring 20s – Kip Herriage – January 12, 2024

In today's episode, Kip discusses the impact of Q4 earnings, military strikes in Yemen, the performance of bank stocks., and the significance of the semiconductor industry. Kip also delves into the potential of tokenization and fractional ownership of assets, as well as the role of bitcoin in investment portfolios. Don't miss this episode for valuable market analysis and investment opportunities.

28m
Jan 12
VRA Investing Podcast: Unpacking Inflation Data, Rate Cut Speculations, and Reactions to Bitcoin's Spot ETF Debut – Tyler Herriage – January 11, 2024

In this episode, we dive into the market's response to this morning's CPI data, discuss the implications for the Fed's policies, and analyze the day's market performance. Additionally, we look into the latest in the cryptocurrency market with today's launch of Spot Bitcoin ETFs. Tune in to today's podcast to see what the markets are telling us based on the VRA Investing System.

19m
Jan 11
VRA Investing Podcast: CPI Report Anticipation, Green Light for Bitcoin ETFs and it's Impact on the Market - Kip Herriage - January 10, 2024

In today's episode, Kip Herriage walks you through the SECs decision on the bitcoin spot ETFs, and what this means for your portfolio. We're also gearing up for the Consumer Price Index (CPI) report as we dissect the patterns of disinflation and where the Federal Reserve goes from here. Tune into today's podcast to see what the market is telling us from today's action.

32m
Jan 10
VRA Investing Podcast: Inflation Trends, Market Insights, and the Botched Bitcoin ETF Announcement

We got a bit of a turnaround Tuesday (in the wrong direction) today, but it wasn't all bad out there. Tune into today's podcast as Tyler covers the upcoming inflation reports and the factors contributing to the declining trend in inflation. Tyler also discusses the developments in the SEC's approval of bitcoin ETFs and the potential impact on the market.

22m
Jan 09