sh9t - I need to cover!!! SORRY!

is

[Music]

bullish I had to cover I had to cover my

shorts I was short this morning I

apologize I was short this morning I had

to cover and I had to take an

out we need to talk about CPI we got to

talk about the FED coming up here and we

got to talk about positioning where am I

on the bull bear scale what does this do

you know I've got a bull bear scale

number one full Bear full Cash number 10

all in margin baby where am I now after

core uh sorry super core CPI comes in

negative and my Nvidia put goes negative

here it is my Nvidia put I had uh I had

calls on a firm in Apple today so I I

took some profits on those but um damn

it

Nvidia it's suppos to go down Apple

Nvidia up Nvidia uh uh Apple sorry Apple

AI up Nvidia down come on man what is

this anyway you know you know the drill

today's coupon expiration day blah blah

blah emails at staff ofme kevin.com if

you have any questions the price is

going to go up okay great all right

pitch over you get course member live

streams you get it if you want the trade

alerts no guarantees to make money or

lose money I just try to provide

education and perspective find them at

me kevin.com coupon expires today okay

pitch over no more pitch in video so

here's the reality okay CPI was really

good today and it came as an early

Christmas present Jerome Powell said he

was willing to Diamond

BS CPI coming in lower in the second

half of the Year here we are getting May

data which not at the second half of the

year yet okay two months away from that

here we are getting May data and it's

already showing super core going

negative if you

remov shelter inflation from super uh

from from uh core which core according

to Nick T came in at

0.1 uh sorry .16 is what uh core came in

at we were expecting like 28 so it came

in you know we were expecting to be 0 28

it came in at half of that and if you

just take out the shelter housing

inflation you'd be down another half

you'd be down at

0.008 that's like the limit for a

DUI never been there so in this video

we've got to talk about what this means

for the market broadly obviously we know

one report doesn't make a trend but

folks we know that infl is on a down

Trend yeah we had a little bumpy dudla

there in January but the trend is down

how do we know that we know that because

we look at multivariate core inflation

now if I got to get this off my screen I

tweeted about how I got demonetized this

morning because I showed a clip of

Matthew mccon feeding the genie in uh or

talking about feeding the genie talking

about feeding the genie and I got

demonetized uh make sure you are part of

of the stock or the um Market open live

streams every morning on the meet Kevin

Market Channel but look we know the

trend is down yeah we had a bumply dudla

but you always have bumply dudas this is

normal so the trend is actually

continuing earlier than we thought this

year and continuing the trend of last

year that's a big deal and remember if

we used harmonized inflation the way

Europe does we'd already be at 2%

inflation for 9 months and we'd probably

be negative or or rather sub 2% right

now on inflation folks we're going to

get a bullish jpow today I'm nine uh uh

I'm nine times as certain that we're

going to get a bullish and doish jpow

today as I am uh uh 1X bearish on it I'm

like 90% bullish on this fed meeting

this fed meeting is just going to

be ah beautiful and people are going to

go oh but the stock market might go up

afterwards and and that could lead to

looser Financial conditions that's what

they want you know why they want small

caps to go up I promise you the FED

wants small caps to go up iwm red fin

all these firm is not really small but

but all these small CS they want them to

go up why because of hiring weakness

Apple and Google they got plenty of cash

but folks you got you got to give people

a little bit of money you got to give

people a little bit of a w give them a w

so they go out there and hire not just

the undocumented Venezuelans that are

getting temporary work status and are

working part-time or the part-time

workers were getting but give people

some full-time freaking jobs I got like

three or four openings and and I haven't

laid anybody off I haven't fired anybody

it's been years since that's happened at

least two years if not uh if not more uh

actually I think it's been like two and

a half years so like all the interns

that have worked with me are still here

all the employees are still here and

we've got openings for more the more the

stock market goes up the more your boy

Kevin's like we can hire even

Mo that's what the FED wants they don't

want a labor recession they know they

have to U-turn fast if you get a labor

recession you get a labor recession

while inflation is still slightly above

2% they're check me they have to pump it

they have to pump it today you know what

I think about Pump

It come on Pump It Up we've got to pump

okay all right you you get it you get it

so the point is fed doish today CPA

bullish so where am I on the bull bear

scale okay remember one super

bear 10 Super Bowl I was four and a half

before the CPI and I started hedging a

little bit I already got rid of those

Hedges

[Music]

[Applause]

okay okay I'm at like six and a half to

seven right now yeah like I'm not ready

to say like oh yeah we're going 10 like

all margin but it's like no no it's okay

it's like uh yeah I'm going to be in a

nice little Diversified portfolio and

start buying me some call

options uh especially on Apple I'm a big

fan of Apple I think it's going to keep

going I think it's going to be a $260 to

$300 stock very soon uh uh you know I

made money on it yesterday we're up like

100k on trading today is up like 60k you

know the the portfolio is doing well the

trading portfolio is doing well and the

long portfolio is doing well too the the

the ETF that I'm exposed to this is not

an advertisement uh in it and you always

you know you have to adjust and compare

and stuff like that uh whatever but you

know it itself hasn't been at this high

before which is exciting you know like

the Market's broadly doing good that

creates enthusiasm and

optimism and I think Tesla's about to

explode I think Tesla's 250 before the

robo tax event I said it here I haven't

I I revealed this to all my course

members in the uh uh any of the lectures

on building your wealth frankly uh I I

have a really big Tesla thesis

and uh and uh let's just say I'm a

little heavy on calls right

now uh but anyway

um folks uh this this is big this is

really big I love you all coupon expires

today thank you so much for being here I

got to go we'll see you next one goodbye

why not advertise these things that you

told us here I feel like nobody else

knows about this we'll we'll try a

little advertising and see how it goes

congratulations man you have done so

much people love you people look up to

you Kevin PA there financial analyst and

YouTuber meet Kevin always great to get

your

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