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link down below hey roomy kevin here so

i get another kova test in about an hour

so far i'm two

tests and both are negative but wow this

just feels like kind of sickness like

that i've never had before

it's really weird uh it's like this

really

weird slow ramp of like oh you got a

sore throat a little bit of cough nobody

really cares about and now all of a

sudden it's just like

the last two days have been pretty bad

which is weird because it's like day 10

i feel like of having some symptoms i

don't know it's just it's bad but anyway

uh let's stay focused on the update and

we'll keep this short so this morning i

literally woke up at 5 11 a.m with

anxiety over cpi'd release the consumer

price index uh readings now i had a

dream that inflation skyrocketed against

all expectations and all my long yolos

that inflation was going to inflict down

basically went into the toilet and it

was really bad so maybe it wasn't a

dream it was a little more like a

nightmare but anyway i woke up and like

shaking like oh my gosh oh it was just a

dream i look at my phone and i'm like 5

11. i could still wake up and go report

on cbi data

so that's what i did this morning and so

here's what we learned beyond what we

talked about this morning yesterday

bloomberg was cheering how out of the

last four of uh four cpi readings that

have happened bloomberg has been right

assuming that inflation was going to be

higher than what the consensus estimates

were well this time bloomberg was

finally wrong for the first time in a 5

out of 5 readings they were wrong

because cpi numbers came in to match

expectations this led the 10-year

treasury to fall slightly from 1.38 back

to about 1.32 along with another bond

auction that happened today which kind

of helped soften the yield a little bit

now what this reading symbolizes is a

very very important going forward

like bloomberg being wrong here and this

inflation reading matching expectations

and inflecting downward is a big deal

and we're going to explain why it's a

big deal and exactly what you should be

looking for going forward and how to

particularly find which companies you

might want to potentially go all in on

well i don't suggest you go all in on

one companies i suggest you invest more

into that is not financial advice either

but i'll tell you exactly what to

research and where and maybe which

companies to start paying attention to

because there are some cool things

brewing so now let me back up a tiny

little bit and explain this for those of

you who have been following my channel

for quite a while now the last at least

six months you've regularly heard me say

that i believe that inflation will

inflict downwards in september in

october which those readings come out in

october and november this has the

potential of creating a euphoric stock

rally when we see inflation in flight

downwards because right now so many

people believe that inflation will

definitely come in higher and stay

higher than expected that's why we're

expecting a potential rally now let me

explain that with a picture right after

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so folks let's uh unlike other

brokerages let's go over to this little

thing i drew here take a look at this

so

this right here is the thesis the thesis

is that in september and october

inflation has inflected down and we end

up getting a rally in tech now i think

this rally in tech has a little bit of

an asterisk going into 2022 because i

think year-over-year comps are going to

be potentially problematic but i'm not

so worried about that i'm more worried

about seeing the rally come first and

then that way i can make some trades off

that the risk obviously is that services

and rents keep going up and that

inflation keeps going up which would

lead tech to fall however today we ended

up having a very very good move or

representation in the cpi report which

showed that and our rents

only ended up going up about 0.2 percent

which is really good because that works

out to a let's see uh 2.4

annualized inflation rate right now

rents have gone up about 6.6

year-over-year home prices are up like

20 year-over-year but if there's a

compression in returns we might not

actually see rents go up as much which

plays into the strategy of waiting until

september to not november for a rally

this is why 80 to 90 percent of my

portfolio is long this rally now i've

pulled back slightly from what i used to

be which was just a hundred percent yolo

on waiting for that september to

november rally i've pulled back a little

bit on this by selling some call options

and by holding more cash i'm doing this

as a hedge but you can see that

obviously 80 to 90 percent of my

portfolio is still long this rally and

i'm looking forward to that rents coming

in at 0.2 percent this month was really

really good

cars used cars coming in basically flat

very very good we expect that we saw

used car prices do this and now they're

kind of flat this makes sense that's the

way inflation works and remember it's so

important regularly people like well

well kevin if prices go up why would

they ever come down again they don't

have to for inflation readings not to be

lower they just have to stay flat that's

all they have to do like use car prices

could just say like this they start

doing this that's deflation right so

anyway keep that in mind that's why

september november time frame like

there's a reason i'm 80 to 90 long on

that potentially rally happening and

today's cpi report reiterated that

also if we look at the services and

numbers that came in the services

numbers were also way lower services

were virtually flat so we were virtually

flat uh well on rents sorry

rents were up 0.2

flat on used cars and uh pretty much

flat on services which is pretty good we

want to see that because we don't really

want to see hyperinflation or big

inflation numbers i don't think anybody

wants to see that and that was the

concern with these inflation readings

was that we would end up in a situation

where okay fine we get all this crazy

inflation

then we get an inflection downwards in

used car prices going down and maybe

airline travel going down oh no but then

come along rents and services and they

end up keeping inflation high that was

the concern but so far that doesn't

appear to be the case instead the case

is that these are actually not coming in

to prop up inflation and so we're

starting to see that inflection point to

the downside really really good for the

long strategy that i have now i want to

talk about some specific stocks and some

other things that are going on

especially things that you want to pay

attention to so let me get some of these

things out of the way then we'll go to

specific stocks first federal reserve

already came out and they said ah see

this is working exactly as planned keep

in mind they do expect to taper pretty

soon but they're not necessarily saying

they have to raise rates right away in

fact they think the sooner they taper

the longer they can wait to raise rates

so in some way tapering sooner could

actually potentially be good news that

rates won't go up as soon very

interesting the market is it's

incredibly confusing and i think that

uncertainty in the market is literally

what we're seeing with stocks like

moderna right now like why is moderna

down like 16 percent on the day and

caterpillar's up three and a half

percent i think the markets just

literally scrambling trying to figure

out where the heck should we go uh in

fact yeah modern right now is also down

another one percent in the after hours

down to 385 at the moment that thing has

been moving like a momentum stock it's

crazy it's really because the market is

clueless the market is starting to

slowly ingest like wait a minute what if

inflation does inflict downwards what if

we actually do end up having lower

inflation like where do we invest and

what about delta

speaking of delta cough anyway so

okay

now let's let's get a little bit more

specific and zoom in here a little bit

so we know there's a lot of uncertainty

and one of the and a lot of noise i like

to call it but one of the things in my

opinion that you can use to get through

the noise is reading earnings

transcripts folks seriously read the

earnings transcripts of quality

companies i'm going to give you a list

of quality companies in a moment but i

want to give you an example okay end

phase end pace the micro inverter solar

play they in my opinion are getting set

to explode with earnings once supply

chain shortages subside here's why i was

reading the end face earnings call and

they literally expect to over double

their production capacity of micro

inverters by the end of the year they

already said their asic supply chain

shortages are over now they're just

waiting for some additional supply chain

constraints to loosen up so they can

double production of their micro

inverters for which they have a massive

amount of demand this is going to lead

to an explosion in in my opinion revenue

for the company and ultimately the stock

price and so this is making me very

bullish on end phase and this is why i'm

going through all of the earnings

transcripts especially while i'm sick

not able to do much anyway so i just sit

there with my ipad and i read and i'm

going through company after company

after company looking for things that

could end up being surprises that the

market just isn't paying attention to

here are the companies that are on my

list of companies that i'm watching

tesla and face expi palantir redfin

lemonade square wayfarer ubiquity disney

sunrun google apple amazon although

google apple

apple and amazon probably less so out of

all of these but anyway canadian solar

amd nvidia hud-8 mining sofa coinbase

not robinhood at these prices it's too

high but lower yes in vitae crispr

docusign upwork chargepoint and blink

you'll notice that i actually have not

included peloton on that list

and that's mostly because i'm starting

to see a little bit of an inflection

point in people not caring as much about

at home workout bikes and i think uh if

heliton

really

i think their next run comes when they

start coming out with strength training

products which they will with their

announcement of hopefully pre-core

products since they bought pre-core and

now they can announce new pre-core

products i think we're going to need to

see some new products before we see

another big big big push on the piton

just my thought could obviously be wrong

i'm not talking bad about piton i still

hold some piton but i'm just not as

heavy as i was previously and we'll see

that could change i'll keep you updated

the market's always changing but anyway

these are some of the companies that i'm

definitely paying attention to right now

and reading through earnings reports

through i should be done within the next

day day and a half it'll kind of keep

reporting on updates like these at least

one video a day to kind of let you know

what the heck is going on uh i also want

to mention oh yeah actually before i

mention this next part i do want to say

there are about right now

uh for all those of you who have

downloaded the meet kevin app in the

apple or google android there are

thousands of you who have downloaded

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notifications or whatever which is great

but in terms of those of you actually

doing the share competition there we can

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get yourself here but then we're going

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of party together as a thank you to the

the folks contributing and sharing on

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if you haven't joined that challenge yet

it's free to join it's randomly weighted

which means uh everybody has a chance to

win so check that out uh download the

app at meet kevin in your app store and

join the challenge just share anything

of me or from me on social media there's

plenty of stuff to share now for rcc i

think it's worth mentioning that for the

cash portion i really think cash could

be cash like investments as well which

could be like a basket of index funds or

the s p 500 so you don't have to be

purely in cash i personally am because

it's smaller part of my portfolio anyway

and i don't mind waiting for

opportunities because there's really no

pain in the street right now nobody's

freaking out right now and there are

always times every single year there's a

point where somebody's freaking out so i

don't mind waiting a little bit uh for

or a time in the market when everyone's

freaking out i don't mind waiting for

those opportunities right now things are

a little expensive so i'm spending more

time doing research

uh on real estate i have an offer out on

a real estate deal i'm excited about

that i'll keep you updated on that and

on crypto got a good solid happy

position here it's not as big as i would

like but i'm accepting of it and uh i'm

kind of just watching it go up because

well crypto's doing very well uh and so

is coinbase which is wonderful

it's been through uh we've been through

one heck of the last uh four months in

the crypto world been a big old dip the

last four months but anyway things are

finally returning uh interestingly it's

also worth noting that stay at home is

falling

this is not too much of a surprise

because it'd be too easy just go oh

delta's coming let's just go into

stay-at-home place i feel like the

market is kind of like playing chess and

there are a few moves ahead of that

already

a lot of bloomberg articles about amc

and theaters potentially having trouble

through delta and uh that amc's got a

little bit of ways to go even though

they have uh they say they've got 200 2

billion dollars worth of cash they've

got a lot of debt and in their cash

count they're including credit lines

which isn't really cash so this is just

so you know what kind of like the the

suits you're saying on wall street and i

understand i'm wearing one but then

again i had an interview yeah i know the

way it sound with cbs in the la times

and i was just like oh my gosh i know

i'm dying but at least i'm transparent

about

how i feel but anyway uh still excited

about this potential euphoric rally we

uh also see wayfarer back over 300 for

those of you in stocks and psychology of

money you probably remember when this

thing was 230 and i'm like yeah this

thing's going back over 300 it's back

over 300 as always check out the courses

link down below we also have talk from

bloomberg that the battery shortfall is

expected to worsen for ev development

which is obviously not good but is

expected to worsen before it gets better

all right with that said make sure to

get the courses linked down below

they're amazing programs thank you so

much for being here i'll be adding

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in the next video thanks for watching

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you