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quick note if you've ever thought about investing in a fund for cash flow or whatever go to metkevin.comcashflow drop your info in there all right let's get into the video hey everyone meet kevin here i missed you this morning but it's important for you to know that i'm not leaving i may have accidentally now woken up anywhere close to on time but i assure you i'm not off and leaving so uh look i i really apologize i just did the uh course member live stream remember that coupon code expires tomorrow uh we we took attendees uh on on some crazy gains when i woke up this morning on uh on on the outlet option uh opened some new options uh c3 ai's looking head and shoulders on the one hour chart there's some really cool things going on uh lots lots of plays to make so i feel like i'm playing catch up here but i want to talk a little bit about uh the the market and what we're seeing uh and to try to just make sense of this so here's my take and i'm sort of calling this like selective uh risk on in and then of course safe plays are blowing up so selective risk on and safety that's the the definition of this market in my opinion the reason i say that is because i think you've got stocks like obviously a firm uh amazon etsy in my opinion the apple these are kind of your your safesh plays uh and maybe i shouldn't lump a firm into that i'm just very excited about a firm's partnership with amazon so i'm kind of bestowing amazon safety over to a firm yet i'd love a firm because you still have all this insane growth in a firm which is why i threw a bunch of money into it last week like 400k on friday um but anyway excuse me still a great cop funk away but anyway it kind of makes sense when you look at things and paypal just had an announcement that's why they bounced that potentially paypal is going to start including stock trading kind of like cash app uh i think venmo somebody said venmo was trying this but kind of like hash app or sofi which i think is competition to square and uh and of course so far but i don't see it as as like that important of a catalyst whatever but i do believe in this market you're seeing safety stocks doing well and i think they will continue to do well the high quality stocks will do very very well especially if what i've been talking about since february continues to be true which is that we would see some form of rally uh on or before that september to october range especially once we start getting inflecting to the downside cpi data in october and november right so i still believe that to be true and i believe that's why you're seeing a move on companies like apple up three percent etsy up three point seven one percent at a new almost new high here at of 218 certainly a recent high i know previously it's briefly ran up to like 230 and 250 especially when elon musk has talked about them and like pitched how much he loves etsy which don't even i love etsy too they make it dangerously easy to spend money which is brilliant brilliant apple pay boom it shows uh it's great uh it's so you are seeing a little bit of this this reversal in the market overall where uh it's okay for good quality companies to actually go up again it's okay for tesla to finally be on a slow uptrend again it's okay for a great company like enface to be on this sort of uptrend again it's okay for home depot to be moving up or facebook or some of these higher quality companies we know airbnb is here to stay they get stuck sometimes in the recovery reopening trade though docusign over over 300 these are great quality companies and that's why i think we're seeing sort of almost a flight to these in the safety aspect that's one bucket so you got the safety bucket in fact let me just pull up google really quick i want to see just what they're doing today uh only up about two-thirds of a percent google's another one i'd consider as part of that safety group so anyway i feel like you've got this safety bucket where because the s p keeps sort of running people are taking their cash and they're throwing it into these because they're like well do i want my cash to sit here doing nothing or do i want to just be in the safety place and if a different opportunity comes out comes up i could always pull out of the safety place and put cash into something else so personally i feel like that's a little bit of what's happening right now no guarantees obviously but just based on what i've been seeing over the last two three weeks here i think safety place makes a lot of sense the big high quality company is doing well then we have what i call selective uh movement in in risk stocks and so selective means one day you're a king the next day you're a bum like amc up 9.6 today amazing we've had a great movement on amc since it hit like 29.
uh it's it's almost just been straight up it hasn't been it's obviously very volatile every day is different with amc but support.com uh meta materials uh hims and hers some of some of these are more uh mind medicine some of these in my opinion are more like we're here today and we're gonna get a nice run and then pull back you gotta run pull back wish which has just been beat to crap and it's up 5.2 one two percent today this is not to say that they're bad companies but nobody would look at wish and say oh this is a safety stock right we just know it's been beat to crap i mean this uh yeah it's not not well here i was gonna this kind of reminded me of the head and shoulders on ai which look at this ai reports in two days and ai has been in the gutter but take a look at this when you go to the one hour chart a course member uh brought this uh to my attention uh this morning in the live stream and we loved it uh it was uh it actually has gone up a little bit since then but anyway this is a really nice reverse head and shoulders so it makes you wonder like okay are we going to see a nice sort of pop on c3 ai and looking at this zooming out it certainly feels like your risk is relatively limited to a downside of around 44 but you never know with stocks right you just never know it's at 52 right now uh it it it's got a history here it ran up to 183 post ipo at one point since hey anyway so i do believe that uh there are these momentary sort of risk on plays and what i think is fun about those momentary risk-on plays is before something goes risk on i do think there's an opportunity to throw potentially some sort of call options shorter term these are very very high risk uh high risk high reward right but like on friday we threw a call option on owlette the thing printed attendees really really well i mean the call option we picked was like three weeks out and it printed somewhere around what 200 or something like that in fact i'll pull up here's that screenshot here you can see uh if i get rid of the twitter notifications here i woke up this morning and i looked at it i took a screenshot of it and i immediately closed it but anyway yeah i put nineteen thousand dollars in and it was up two hundred and two percent this morning i'm like thank you bye i mean you gotta be very very careful because it could easily go the opposite direction with these shorter term calls so just be very very careful on those but i do think there are there are opportunities i mean like arrival has been beating the toilet matterport has been beaten the toilet and now you're starting to see a move on these these could be here today gone tomorrow keep that in mind when you're investing so personally in this market that we're in right now i still like rcc real estate cash crypto obviously i'm taking from my rcc pie and i'm putting into my stock pie when i see good opportunities whether that's lemonade outlet i think there's an opportunity in c3ai or um a firm right it doesn't matter these these are opportunities in my opinion i'm willing to take from my rcc pine and put some in doesn't have to be everything but i put some in that's how it's sort of how i go into the market this is why when sometimes people are like oh kevin you change your mind it's not changing my mind the whole reason i have money in rcc real estate cash crypto is to enable me to be ready to buy opportunities when i see them and so that's kind of what we've been doing uh let's see here uh yes so what else okay so you've got you've got these pies or baskets uh i think is an easy way to put it when you're looking at investing in this market in fact here what could be very easy is if we just do a quick little outline here all right so let's say this is one bucket right here and this is your real estate cash crypto right here and then you have the stock bucket the stock bucket is right here and so you want to take from this bucket and throw into here it's just worth knowing that right now the way the stock market feels i feel like this there are little partitions in the market right now so if i draw something like this that gives me three partitions here i feel like here in this bucket you have your sort of safe then you've got your selective risk right this is what we've been talking about where all of a sudden it's like oh now this is running now that's running now that's running and the selective risk is really just the market trying to prop up stocks that have been beat to crap and been oversold so you look and see a bunch of stocks that have been oversold they're selectively okay now you're 10 now you're 10 it's kind of like rising tide lifts all boats whatever you know old lines anyway so you got your selected pi your safe which we talked about this in my opinion is obviously like your amazon your google your apple uh the bigger companies the end phase the etsy blah blah blah not spax okay like spax would be right right here this would be spax this would be momentum goes right here and that's your selective risk bundle right here then and and safe is also uh i don't want to say stay at home because then it sounds like peloton and zoom would be in here i i don't agree with that so i would say maybe this last bucket we would call this covid sensitive so covet sensitive would be your your last grouping and this is really uh peloton could be in here it's sensitive to covid but it's also recently been failing i've i've sold out of peloton you've got recovery stocks recovery stocks you have to be careful of because you also have two divisions of recovery stocks right you've got recovery stocks that are travel related hotels airlines uh potentially restaurants these not doing as well as the retail although then if you look at nordstrom they just got destroyed right so a lot of the recovery they're also hurting today i think dave and buster's for example was down like five percent it ran a little bit last week but still uh yeah it's down four point three nine percent right now nordstrom's down another four percent tripadvisor down three point uh eight jetblue down 3.3 you kind of get the idea peloton down three blah blah blah blah okay so you got your safe your selective and your covet sensitive these are kind of the three baskets that i see in the market right now and really my strategy here is on safe again the etsy the end phase whatever i just want to own more shares i like i want to own these i want to buy these and i want more of them like if a firm goes to 85 bucks or 80 again please let me go shopping for more perfect the selective push ones this to me again spax momentum i'm interested in either selling puts or potentially doing the the short-term like three-week yolo calls you gotta be very careful on those though you could lose all of your money on those if you go yolo calls there's a reason they're called yolo calls the one i showed you with owlette could have lost all of that okay so just be careful but you know you could try to protect yourself a little bit by going in the money a little bit if you want uh and then the covet sensitive these are the ones that i'm kind of waiting for i'm waiting to see if we get more of this delta fud i like to call it and remember fud fear uncertainty and doubt does not mean fake news i i think we have this society that has associated fud with fake news because people say oh that's just third yeah but fud is different because fud could be true right so fud is just something that creates fear uncertainty and doubt here's fudd for you okay look eu to reimpose travel curbs on the u.s amid ryzen covet uh cases right look at this modern bioentech rally well that's just about the rally okay uh where was another one very uh virus variant batters airline bookings for labor day weekend fud right it's true here is a really good one i mentioned this on uh what's on on twitter and then i deleted it because it just i couldn't explain myself properly i tweeted that this is very bad news new zealand reports first death linked to pfizer vaccine now i want to be very crystal clear and i can do this on video i believe in getting the vaccine i think people should get vaccinated but what happens is when you get something that creates fear uncertainty and doubt like new zealand saying there is a rare but known side effect of getting the pfizer vaccine and a woman just literally died of that that's bad and japan reported this morning that they're investigating two deaths potentially linked to moderna so me talking about that is saying this is bad for people getting vaccinations right and we want to be aware of that we don't want to stick our head in the sand like some people on twitter want you to do where they're like well you shouldn't be bringing attention to that shut up like we should understand everything okay we should try to make sure we analyze everything so again like this to me is a style of fud uh it creates fear uncertainty and doubt it is true news but it creates fear uncertainty and doubt in the vaccines it leads to more people who are anti-vaxx reiterating why they are anti-vaxxed which means less people getting the vaccine and i respect people's choice i want to make that very clear too i respect people's choice but i do think stuff like this hurts like i wish we didn't have these problems right i wish it was just no there is no known rare chance of you dying right so this going back to the stock market because this is such a sensitive issue like you you you bring up this you piss off you just piss everybody off i'm sorry if you're watching this and you got upset by me talking about this i'm sorry okay that's just what i do uh we try to address everything that we can so the point is that creates fud around crypto and and that hurts recovery stocks so i am still waiting for the opportunity to take money or more money out of rcc and then move it into the covet sensitive stocks i'm not really exposed to anything covet sensitive right now well i'm not in any recovery stocks i'm in zero recovery stocks right now i want to be in recovery stocks but i'm worried about this coveted winter again got out i'm out of zoom out a peloton you know really most of my money is just sitting in relatively safe now by relatively safe i i this you can't really i don't think put tesla well i mean i think you would tesla's probably the least safe of the safe so let me put it that way because obviously it has a much higher valuation than like amazon so you probably have scales of safety within this but i think you all know what i mean that it's obviously it's not a selective momentum mover i do hope it rallies here in september and october uh but uh it's also not covet sensitive it's more like an etsy or an end phase to me established company really i actually think airbnb belongs over in that safer side of if there are only these three choices that's where i would put airbnb but uh yeah okay good so that gives you insights on this now it's very important that i remind you that coupon code expires tomorrow night so check it out in the links down below and folks let's go all right folks remember you could use that 40 off coupon code jack's birthday on any of the programs linked down below you can bundle them up as well a lot of people get the bundles i think bundles 2 4 and 5 are the most popular and
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