Trump's Pissed: What Trump JUST Said [Monday]

Doesn't the AG have to tell you uh if

your name's

>> Well, I haven't been overly interested

in it. You know, it's something it's a

hoax that's been built up.

>> Let's talk about what Trump just said

moments ago. Updates on the Epstein

files as well as updates on what's going

on with Russia, Ukraine, Iran, and it

doesn't sound good. what's going on with

trade negotiations and some outside data

on what tariffs are really doing to the

global economy and economic growth in

the United States as well. Let's get

started. Uh first, I'd like to start by

saying that Donald Trump is now

suggesting that Iran has been sending

out some quote nasty signals. Now, just

a couple days ago, I mentioned that uh

Iran and Iranian intelligence is

suggesting that maybe only one of their

three nuclear facilities were actually

damaged to the point of not being able

to operate anymore. Part of that may be

because of those bunker busting bombs

that we dropped on down on Foraux were

capable of going deep enough to cause

serious damage to the Ford facility. But

the real depths under Esvahan and some

of the other nuclear facilities inside

of Iran may be out of the range of our

bunker busting bombs. And what we've

been talking about is this idea of Iran

rearming the Houthies in Yemen and

potentially sending out aggressive

indicators of not wanting to talk.

Remember Donald Trump promised that we

would be talking to Iran next week after

the bombing and everybody was like, "Oh,

this is wonderful." That has never

happened though. We never ended up

having talks with Iran. And so now

Donald Trump is saying they're sending

out some nasty signals and if Iran

starts nuclear again, we will wipe it

out fast. But that assumes that we are

able to. We just used the deepest bunker

busting bombs that we have and we may

not be able to go deeper for now till we

invent a new bomb. Obviously,

negotiations with China continue this

week. were widely expecting a 90-day

extension to the 55% tariff rate and

critical minerals deal probably combined

with H20s as well. When it comes to

Russia, things a little bit more

complicated. Donald Trump gave Russia

about a 50 to 60day time frame to make a

deal with the United States. And if they

don't make a deal with the United

States, we would end up seeing some form

of secondary sanction wave. Well, Donald

Trump now even more aggressive on this.

And I want to touch on that, but I want

to give you a quick heads up that this

morning before the market opened, the

one stock I was bullish on in the meet

Kevin alpha report in the morning was

the potential for a run to this 17364

line on AMD. And would you look at that?

We're literally to the penny at 173 uh

64, which is exactly what we were

expecting would happen today. Uh and

mind you, if you bought it at the open,

you'd be up over six bucks on that $174

stock uh just based off that alpha

report or in the pre-market. Like there

was no indicator that was that run was

going to happen this morning. But this

is some of the analysis that you could

get in the alpha report. So if you want

to be part of that, make sure you go to

meekke.com. We've got a coupon expiring

Friday, which means the price is going

to be going up. We have the lifetime

option available. So you pay once and

you'll have access forever. I've been

doing this for six, seven years now. uh

actually probably more closer to seven

or eight years now. Uh and people who

originally paid for lifetime access are

still reaping the benefits of it. So you

can as well sooner you join the more

value you get. Uh anyway, back to uh the

data. So on secondary tariffs, remember

that secondary tariffs are not tariffs

on Russia directly because we don't

trade with Russia directly at the

moment. uh a secondary tariffs would be

on anyone else associated to trading

with Russia, most predominantly China

and India who are buying a lot of

Russian oil. This could advance

aggressiveness against China. And I

personally think one of the reasons why

Donald Trump is moving up the deadline

on Russia is because he's trying to put

pressure on China to make a Chinese

trade deal. Hey, you know, if you don't

make a deal with us the way we want,

we'll just throw secondary tariffs on

Russia, which guess who that's going to

affect you. I think that's what's going

on here. Now, Donald Trump justifies

this by saying he's always in the past

gotten along with Putin, but something's

changed. He's disappointed. Their

economy is having a hard time, yet

they're still not wanting to make a

deal. Uh Donald Trump says their economy

is very small for the size of the land

that they have. And Russia could be so

rich, but Putin is holding them back

because every time he talks to them,

Putin all he's interested in is killing.

And so now Donald Trump is not so

interested in talking anymore. That a

quote from Donald Trump, not so

interested in talking anymore. Something

else he's also not very interested in

talking about are the Epstein files.

Donald Trump says that he's allowed to

pardon Maxwell, that it's in the news,

but right now it would be inappropriate

to talk about pardoning Maxwell. He also

says uh in response to the question,

"Wouldn't the attorney general tell you

if your name is in the Epstein files?"

And he says, "Well, I haven't been

overly interested in it. Those files are

run by sick people. Sick sick people.

And I don't do drawings." Well, maybe

occasionally I'll I'll do drawings, but

they would be of buildings, not of

women. So, I I don't know who drew the

photo of the woman with the signature as

pubic hair. It wasn't me.

Anyway, Donald Trump uh really getting a

little aggressive there on the Epstein

files, trying to blow off on Barack

Hussein, Obama, and uh everybody who

came before him. And besides, if they if

they had something, they would have

released the files already. Uh anyway,

uh that was Donald Trump's sort of

blowoff on the Epstein files once again.

Then he goes on to say that his poll

numbers have never been better. uh which

is kind of not like it's a it's a

reinterpretation

of some of the numbers from the Wall

Street Journal polls. Uh the Wall Street

Journal recently came out with a poll

suggesting that Democrats have worse

polls than ever before. And I think

Donald Trump is reinterpreting those

numbers to mean that his poll numbers

are better than ever before. But his

approval ratings aren't that great. The

thing is they're just better than

Democrats. So yes, Democrats have worse

poll numbers than Republicans. uh and

Trump, but but Trump's poll numbers

himself h have not been that fantastic.

Not that it really matters because we

don't really have an election going on

right now anyway. So, most of the time

people don't really talk about approval

or poll ratings after they're elected

and you don't really bring it up until

midterms again. But, you know, Donald

Trump likes to tell everyone that it's

never been better. The numbers, they

just keep growing. That's what happens

when you're around me. Things just grow.

That's what happens with Kevin's alpha

report as well. Yeah,

>> Kevin's somebody would consider Kevin's

fantastic too.

>> Pharmaceutical tariffs coming in the

near term, says Donald Trump. He uh then

uh you know, sort of another there was a

brief little bit of a sell-off in the

market at the comment of that, but

that's already been recovered. Uh he's

been talking about that for a while.

Trump does lament the lack of progress

in Gaza says we're going to set up food

centers there and that hostages are

becoming a shield. Uh this has been an

argument that has been used since the,

you know, day one in the Gaza Strip. A

lot of people call that propaganda. A

lot of people say that's nonsense. That

why why is it when people are running to

get food, they're getting bombed. This

it's just a I mean here videos of Gaza.

I mean the situation in Gaza is just

absolute absolute chaos. It's terrible

disaster. Uh anyway, he says he's

working with BB on setting up some form

of food centers uh to deliver aid. He

also says that small nuclear plants are

quote unquote interesting. Donald Trump

says that small nuclear plants are

interesting. uh thought thesis there is

that you know maybe you could have some

more motivation for a stock like Olo.

Have to be careful on that one though.

It's been very um momentum. We've been

covering it a lot on the channel and

it's it's been absolutely blowing up,

which is not the thing you usually want

to hear associated with nuclear, but

anyway, uh you know, this is um you have

to be careful on this one just because

not only is it on all-time highs, but

it's a company that doesn't make any

revenues and probably won't make

revenues in my opinion realistically for

about 5 years if if we even need that

sort of energy dominance in 5 years from

now. I'm personally very concerned that

we're going to overbuild

uh energy infrastructure, which I guess

isn't really much of a concern. It'd

actually be great for you because it

mean your electricity bill will probably

come down. Anyway, Donald Trump on the

Fed says they have to cut rates. Uh we

were we're doing well even without a

rate cut though, but we'll be doing even

better if we had a rate cut. Uh now, I

do think it's worth looking at this

chart right here. Take a look at this

chart. This is a chart from the doomers.

It says US growth outlook has not

recovered from liberation day and these

are basically forecasts of gross

domestic product uh in the United States

by uh economic surveys. Now obviously

these people could be wrong. After all,

you know, Donald Trump makes it very

clear. You don't need economist. You

just need me. I was right. All the

economists were wrong and I was right.

And uh what so what you really have is

uh economists saying, you know, Trump

saying the economy is better than ever

before and economists saying, well,

we're certainly going to write down

growth. uh growth that would have been

about two and a half percent in 25 is

probably going to be closer to about one

and a half percent and we'll probably

match that at around one and a half

percent in 2026. So probably lost about

one to you know half half so half to

about 1% in our GDP. Obviously the risk

here is that if tariffs do end up

showing up in the longer term because

they've been so buttered out and delayed

in the implementation and stuff. If they

do show up in the longer term in the

labor market, that's obviously the

biggest risk. And when the labor market

turns, it's probably too late for the

Fed to do anything about it. But right

now, we don't really have concerns about

that. I mean, obviously, the stock

market is discounting nothing for

recession. Uh volatility is all all-time

lows, stocks are at all-time highs. Uh

and I mean, we basically pick a stock

and it runs to our line and everybody in

the alpha report uh gets to go have a

party, which is which is awesome. Uh, so

AMD has been one we've been cheering for

a few weeks now. But anyway, uh, going

back to, you know, so keep this in mind

in terms of growth outlook. It'll hit at

some point. Donald Trump also talks

about how like he killed the estate tax

and there is no estate tax anymore, but

there is. The estate tax was just

expanded like the exemption on it was

expanded from 13.99 million per person

to 15 million. So like you had a little

bit of an extension. Not exactly killing

the estate tax, but you know, whatever.

That's Donald Trump's way of pitching

it. Uh, so that gives you sort of a

breakdown of everything that Donald

Trump talked about this morning and I

think it's somewhat useful because, you

know, it was a pretty early morning

update if you think about it. So, uh,

with that said, it's time to talk about

something else.

>> Welcome. Nice to have you. You want to

talk about love making, right?

>> Oh, also worth mentioning that they did

also indicate that global tariffs would

be set at 15 to 20%. Uh so that's sort

of your assigned tariff rate. Uh this is

supposed to come within the next uh you

know few weeks or whatever here because

August 1st is you know around the corner

here. But uh let's write that down.

Global tariff rate expected to be 15 to

20%. Uh, one of those two numbers, Trump

said,

uh, Trump said

unsure which unless we have a specific

deal with the country. So again, I don't

think in the near term markets really

care about that, but it's worth

bringing.

>> 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 Pafra there, financial

analyst and YouTuber, Meet Kevin. Always

great to get your take.