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The Vig Company Home of the #1 ranked V2 Investment Newsletter. Trades, portfolio, and world-class performance.

We are a boutique investment company, here we share our thoughts on the markets, individual securities, and results for our top-performing financial newsletter, The V2 Model.

I did a little homework on yields this morning. Here are 1 year yields for the past 30 years. I circled the dates that...
15/08/2025

I did a little homework on yields this morning. Here are 1 year yields for the past 30 years. I circled the dates that the weekly yield crossed the 64 week moving average. After each of the past three... the dot com bust, the great recession, the covid plunge... and look where we are now... not sure why everyone is pulling for rates to decrease...

Rate of Inflation for the past 20 years... we are still above the 2% mandate. The forecast on Wednesday is a slight ris...
11/08/2025

Rate of Inflation for the past 20 years... we are still above the 2% mandate. The forecast on Wednesday is a slight rise...

Weak Aug. September historically.
03/08/2025

Weak Aug. September historically.

A little homework this morning. Be careful what you wish for (lower rates). Here is the Target Fed rate in red. SP500 ...
01/08/2025

A little homework this morning. Be careful what you wish for (lower rates). Here is the Target Fed rate in red. SP500 in black. You can see the last 4 times the Feds policy shifted to decreasing the target interest rate. Tech bust, Great Recession, Covid, and tariffs of 2025. The 4 largest downturns in SP500 in the last 30 years. Guess what, Republican Presidents every single time.

Global liquidity ticked up a bit this past week.Still off the peak though. So if the 8 to 10 week correlation holds......
27/07/2025

Global liquidity ticked up a bit this past week.
Still off the peak though. So if the 8 to 10 week correlation holds... bitcoin will be under pressure in September..

QQQ weekly. Above the 20, red span, blue span and cloud. Still in a solid uptrend.
26/07/2025

QQQ weekly. Above the 20, red span, blue span and cloud. Still in a solid uptrend.

Bitcoin consolidating above key levels and support at $112K to $114K. Next leg to $150K?
26/07/2025

Bitcoin consolidating above key levels and support at $112K to $114K. Next leg to $150K?

USA 23rd of 28. YTD.
24/07/2025

USA 23rd of 28. YTD.

Core sectors and etfs 3 month performance... you can see NVDA and tech leading... and defensive areas, hedges, bonds, sh...
20/07/2025

Core sectors and etfs 3 month performance... you can see NVDA and tech leading... and defensive areas, hedges, bonds, shorts at the bottom.

Global money supply has decreased two weeks in a row.... bitcoin is correlated and should find a top in 2 to 3 months.
20/07/2025

Global money supply has decreased two weeks in a row.... bitcoin is correlated and should find a top in 2 to 3 months.

Last 3 months commodities prices. Well, at least the price of corn is down.
12/07/2025

Last 3 months commodities prices. Well, at least the price of corn is down.

Here is one of my classic ratio charts from V2. I have used this for many years. This had a long TQQQ since the end of...
12/07/2025

Here is one of my classic ratio charts from V2. I have used this for many years. This had a long TQQQ since the end of April. It has done well. We have divergences now... so it may be time to reduce some risk...

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