저자: Kevin · 외국인
요약 보기
테슬라 가격 인하(마진 압박)와 리콜 이슈를 언급하며, 은행 연체 증가와 헤지펀드 레버리지 최고치 등을 근거로 금융 버블 우려를 제기. 현금 비중 확대와 테슬라 주총 보상안 부결 가능성, 향후 3~9개월 조정 가능성을 주장. 강의/코스 및 부동산 스타트업 홍보가 다수 포함됨.
다듬은 글
we have some serious stock prices to talk about in this video now keep in mind it is about 1:38 in the morning and I've definitely had at least one drink so in this video take that with a grain of salt for whatever that means Tesla is now releasing 12.35 in addition to reducing prices on essentially the model y s and X by $2,000 which is interesting because we just pulled forward pricing for April 1st with a $1,000 price increase and now we're decreasing prices by $2,000 that is a margin hit obviously we already know that we already know that demand is hurt by high interest rates for Tesla does this mean that Tesla is a Bad Company no is it a problem that Tesla is fixing the 3,800 Vehicles they recalled with one rivet to an offc Center position of the brake pedal that they placed or installed using dish soap or some form of soap no those things aren't necessarily problems though they do sound a lot Boeing like it is worth though noting that when something sounds a lot like Boeing always remember that when one door closes another blows open so in this video we've got to understand what's the future going to hold for us because frankly a lot of people are concerned about Tesla a lot of people concerned about AI stocks and a lot of people are wondering about financial stocks is now the time to flee to financials well in my opinion the opportunity to flee to financials is quite frankly straight clickbait in fact I tweeted this although these sort of bearish headlines don't tend to get a lot of attention so I'll mention it here I am shocked I said that financials AKA banks are the ones that held green today JP Morgan City Wells Bank of America all saw charge offs up by 70 to 105% yet they were the ones that ended up covering that hit with fewer allowances in other words the cracks of the banking crisis are in plain sight yet what is happening banks are willing and able to take on more leverage and continue to keep the Ponzi going it's not just the banks though it is worth noting what the Federal Reserve just told us the Federal Reserve just today released some new data and I know about this data because I made sure to send it to myself the Federal Reserves Financial stability report reported that leverage at hedge funds have reached or leverage at hedge funds has reached the highest level since the beginning of dat a collection for this report yikes that's not good but it's not just that folks it's not just the leverage that we're seeing at Financial firms it's also the fact that it is likely that even though we might have $5 trillion dollar of assets on the sidelines it takes much more than fear to get assets to move from the sidelines into stocks so so if you're betting that money markets are going to bail out your stocks that you chose good luck that is highly unlikely money markets will bask in their 52% until they can't bask in their 5 a half% anymore and the Frank reality is they'll probably be able to bask in 5 a half% for quite a foreseeable future therefore in order for earnings to actually meaningfully exceed the rates of returns of money market funds we will need earnings wait for it growth we've talked about this four weeks before and the reality is yes there is a coupon code expiring today on the programs on building your wealth not only is there a coupon code expiring but one of our course members Ohad or omad one of these things ended up sending us a profit that he just made on one of the buy sell alerts that we s and I have to say I'm really proud because they were able to 3x their money they spent a little over $22,000 investing in this particular option and folks you won't believe it but this is a real option from Ohad Pearl thank you so much for sending this over to us look at that invested $2,500 on one of our Buy sell alerts up to a total of 8,110 over 322 congratulations Ohad we appreciate you being a course member and if you are not a course member yet remember we have a coupon code expiring tonight given that I'm ex I'm I'm filming this video at like 1:44 a.m.
that's literally what this says right here I probably won't actually be changing the pricing until the morning but the good news is you'll get this picture of summer instead and she's cute she's adorable and quite frankly we cannot wait see if I can reactivate that there we go we cannot wait for her to come home because we love her we love summer and we want our entire family of seven children to be home but are the banks running a sign that the banks are going to win during this period of uncertainty when Iraq gets struck a mobilization Force gets struck by non-american forces and somehow gets air struck and you've got individuals wounded showing up at the hospital which leaves Bitcoin during the having to move down $15,000 only to rebound is this a sign that we need to be careful with what's going on in the world and our investments or is this a sign that we're just due for some volatility well here's the reality a lot of people ask this in comments in the last video I made and I'd like to be exceptionally clear here this is when you need to Reby I'm going to be very clear here first you're going to buy the stocks and psychology money course link down below me Kevin then you going to go to metkevin.com Roadshow and you're going to RSVP for one of the dates and times that we have so you can meet us on the hous hack Road Show I think you could also go to hous Haack hous hack.com RSVP uh yeah wow look at that it works househ hack.com RSVP and you'll be able to go in here and select a location and time that you can actually meet us present what the heck we're doing with our real estate startup to diversify from stocks because I'll tell you if there's any time to diversify from stocks it's now one drink multiple drinks or not the time to diversify is no but look let's be real what is it going to take for the stock market to go up again if you are invested in stocks and you are betting on stocks going up what is it going to take for stocks to go up again folks it is very Crystal Clear simple we are going to need positive earnings growth it's not what we're seeing at companies like Tesla right now I hate to say it but at Tesla right now we are trying to pass a board vote a shareholder vote to reapproved 2018 package I think it's going to fail I am not here to tell you that I think it should fail I think people deserve to be paid what they deserve deserve to be paid when they made an agreement with shareholders however I don't think with the latest share price performance that the majority of shareholders are going to approve Elon mus share package compensation instead they will say Elon come up with a new compensation package Focus your energies on Tesla and show us how you can two to 3x Tesla and then we will handsomely reward you that is what shareholders want and I don't think people realize that they there's the argument of the Bulls the argument of the Bears there's the judge's opinion and somewhere between that whole mess there's the truth but the reality is Tesla will probably fail the vote on Elon Musk I am not advocating for either side I am simply saying it will probably fail and when it prob when it frankly probably fails Look Out Below it's going to be a hard time going forward at least the next three toight 9 months I hate to say it the same will be true for asml AMD for arm for Apple for Tesla everybody's going to go through the correction period of flatness do I or must I remind you of what Von mey told us I think people clearly forget about this especially when we talk about Tesla gluing stuff back together with dish soap Von Mees tells us the Quant of money in circulation when it rises for an unknown reason people feel richer maybe like stimulus but this extra spending merely moves up prices leaving nobody better off so prices went up and guess what nobody got any benefit out of it what a surprise such is the story of inflation but there could be something worse we could have been leading entrepreneurs to believe that there is a real increase in the demand for their product meanwhile The Surge of credit or for credit has increased Public's spending here it is it's on ec.com April 2nd April 3rd we covered this we've been screaming for a long time increase cash positions I think there is still time to increase cash positions this is not personalized Financial advice for you it is simply to say that Von Mees is predicting a large crash and if you are not prepared if you're not here we talk about this daily in the course member live streams or you are not in another way preparing yourself you are going to make a mistake if you need a bundle code email us at staff atbe kevin.com the sooner you do it before we wake up the sooner we can get you taken care of so I want to be clear I appreciate you all I am long run bullish on Tesla version 1234 is amazing and version five is coming out it's going to be great as well are we ready for robot taxis not yet that's 5 to 10 years out can't price that in but should we bring back the model 2 and some kind of hopium Compensation Plan rather than a retroactive Compensation Plan probably those are my takes thanks and
Comments 0