You are Being Lied To.

the mainstream media will tell you that

companies that make your favorite Brands

and products like Pepsi Kit Kat tied

Gillette and even toilet paper companies

or Huggies and Pampers or raising prices

so much that inflation is going to

spiral out of control and we are going

to go into a stagflationary depression

the mainstream media is doing this all

while selling you doom gloom and fear

after all they say Pepsi raised prices

Nespresso KitKat nine percent diapers 10

toilet paper 10 everyone's raising

prices and obviously once the inflation

Genie is out of the bottle there's no

way you could put it back in and quite

frankly the only way out is a deep dark

recession or depression and it all

starts with the banking crisis so the

best way to protect yourself is

obviously to just buy gold buy silver

Buy tons and ammo because we're screwed

but wait is that really what's going on

or is this just what the mainstream

media is spinning to us is it possible

that the mainstream media is blatantly

lying to us well yes but are they about

inflation and financial news or could

companies like Bloomberg potentially

purposely be misleading the truth to

sell more news after all if it bleeds it

leads right well here's what we're going

to talk about in this video what's

actually happening at these companies

one two what the FED is actually doing

and three how to position ourselves in

this video I'm going to reveal to you

what I just uncovered by the way

congrats to all of those of you who

appreciated what I last uncovered when

it came to the fundamentals of Open Door

which back on April 19th and 20th and

for the last few weeks was actually

selling for below Book value if you

actually understood the balance sheet

and when we talked in our course member

live stream about this stock potentially

going to two or three dollars

well let's just say it started even

though I hate Open Door the fundamentals

had shown that Open Door became

substantially oversold here's a clip

from my course member live stream when I

talked about it this could become a

three dollar stock

as quickly as the next earnings cycle so

it's pretty wild companies up over 51 at

the time of this recording over two

dollars again bill.com another one we

did a course member fundamental analysis

on before earnings uh Ai and and and

autonomy with recessionary pricing power

and

technicals that put it within 13 of the

bottom

in my opinion

just pretty juicy up 34 so if you want

my fundamental analysis for Life get in

before May 10th there's a massive price

increase coming of over 120 dollars

especially after we add massive lectures

on productivity with artificial

intelligence in the new program on how

to make more money and get sh9t done

faster email us for bundle coupons at

Kevin meet kevin.com and keep in mind

this is the elite Hustlers course that's

now rebranded and all of the AI lectures

will be coming out on June 1st and then

we'll keep them updated as well that's

the beauty you get lifetime access to

all the updates the content the course

member live streams you name it so let's

get into the content first what's really

happening well the best way to

understand what's really happening is to

actually look at earnings calls which is

what CEOs and CFOs so chief executive

officers and Chief Financial officers

are actually telling us that their

companies are doing and planning on

doing and and usually these companies

tend to be optimistic in their earnings

calls so if they're being pessimistic

you should believe them it's actually

potentially worse in other words if a

company says yeah we could raise prices

10 great that's optimistic and that

would be dangerous for inflation but if

companies like maybe we'll be able to

raise prices three percent that's a sign

that they probably won't and that

disinflation is coming so what are

companies telling us well let's start

with Procter Gamble who makes daily

Goods like Oral B Dental products tide

Olay Pampers Gillette razors Old Spice

deodorant Vicks Crest toothpaste gain

Swiffer you name it well what are they

saying quote they see price

stabilization and pricing either neutral

or negative and that pricing will

actually end up becoming a negative

headwind coming up

wait a minute what does that mean in

English what does it mean to have a

negative headwind for pricing well when

you listen to these Finance people it

sounds complicated but there's a really

easy way to picture this so let me show

you here you go I drew this chart out

and on the top you could see 2022 so

let's say it's January it's the

beginning of 2022 and we have a product

that we sell for a hundred dollars and

now in say April or in the second

quarter so say these are all quarters

right q1 Q2 Q3 Q4 say in the second

quarter we raise prices ten dollars well

now we have a 10 quarter over quarter

increase

and now in the next month we maintain

pricing or next quarter we maintain

pricing at 110 okay still ten percent

increase compared to the year before

right 110 the next quarter still 10

increase compared to the prior year 110

is the first quarter of 2023 well

comparing back to the prior year where

prices were 100 that still shows a 10

increase and what just happened folks

January March or January to March was

quarter one January February March that

was quarter one and companies are

talking about and bragging about all

this extra 10 of pricing benefits they

were able to take but they didn't

actually take that pricing in q1 they

took that pricing last year when we had

a lot of inflationary issues and a war

that just started in Ukraine

and now if you raise pricing in let's

say April or May like today another two

dollars technically you've still raised

pricing but what just happened you hit

something known as a lap when you lap in

finance this is really important when

you lap the year-over-year numbers your

pricing benefit goes away see for an

entire year you're able to say uh yeah

we've raised prices by ten percent yeah

buddy we've raised prices 10 because

people love our product no you raise

prices once and then you gloated about

it for a year now your next price

increase is only two dollars which on

top of the last one is actually only a

1.8 increase that is way lower than 10

percent yet the mainstream news is

bragging about this 10 price increase

for these greedy corporations right here

where the yellow Mark is basically at

the end of their party to be able to

brag about it and they're doing that to

sell you fear or gold in other words

look at this chart this shows it to you

a little bit more when you look at this

closely so picture the the Orange Line

pricing the Orange Line in 2022 will

follow it here with the little red laser

okay we raise prices in Q2 2022 oh 10

inflation brag brag brag brag brag for

an entire year we lap to the next year

2023 still got that 10 increase over the

last year right and then what happens oh

now we're gonna lap so now we're going

to only raise price to say 1.2 or call

it 1.8 percent which is what we had

above now your year-over-year inflation

actually drops to about that 1.8 percent

let's fix that over here make that one

point eight percent there we go uh and

now all of a sudden you don't have that

much to brag about anymore for the rest

of the year

huh interesting and is that what

companies are actually saying I mean so

far I've only given you an example of

Procter and Gamble right so this would

be really useful to understand what

other companies are talking about

because now that we know the price lap

phenomenon it makes sense that maybe the

news could potentially blatantly lie to

us and say that pricing is actually

higher year over year well that would be

true if they actually told us it was

year over year but that's not what

they're doing in fact take a look at

this here's an article where Bloomberg

just today was talking about how sticky

inflation is and how much inflation

there is and why you should be fearful

and they literally wrote this I can't

make this up case in point they're case

in point folks this is the Crux of

Bloomberg's article in terms of why you

should be fearful and if you like what

I'm about to tell you I encourage you to

like the video because nobody else is

talking about this you ready for this

case in point Kimberly Clark okay they

make Huggies and Kleenex and toilet

paper right Dallas maker of these things

raised this is their quote quote raised

prices by 10 across all its categories

last quarter

wrong they did not raise pricing by 10

last quarter they raised pricing last

year and they are realizing that now and

they're cheering about that now because

year over year yes it looks like pricing

year over year is higher but they didn't

tell you that in that article because

that would defeat the purpose of that

article that article is supposed to make

you fearful the pricing is still Rising

but no the party is about to end well

let's look at the earnings call for

Kimberly Clark and let's see what the

CEO of Kimberly Clark literally just

said in their earnings call quote

we don't expect that pricing strength to

remain and those pricing gains to remain

in fact considering pricing inclusive of

you know volume and pricing growth they

think they're only going to grow

revenues by three percent at the

midpoint going forward in fact they

think that pricing will become a quote

headwind as they lap higher pricing they

expect quote pricing to subside which

means fall it won't be a benefit anymore

and instead of raising prices more guess

what Kimberly Clark wants to do when it

comes to Huggies diapers and toilet

paper

they want to invest in quote Innovation

and advertising because they have a new

strategy and that strategy is called the

high road strategy the high road

strategy is one rather than just cutting

prices we're going to stand behind our

brand and tell people we'll shove the

value of our product down people's

throats and they'll love our toilet

paper and diapers because we won't drop

prices we'll just advertise and innovate

more

so you literally have the CEO of

Kimberly Clark going a bath tissue is

highly Innovative and high quality

really you have a diaper and paper

company telling you they're going to

focus on innovation

for their toilet paper and then they're

going to advertise more

guess what's going to happen when their

High Road strategy fails folks when

Kimberly Clark fails to innovate toilet

paper and diapers

prices are going to drop like a rock

because they won't have any pricing

power these Consumer Staples like those

on screen are selling you fake PP it is

faux PP at its best fake PP that's the

best case scenario worst case scenario

it's a lie of a peepee they're lying to

you about the size of their PV

think about this these staples are

massively overvalued and I personally

expect when these companies realize

they're going to have to massively cut

prices then you're going to see the

gains of companies like Kimberly Clark

and Pepsi evaporate and these staples

the people who are investing in them for

a flight to safety will actually end up

rotating to growth companies

unfortunately in the meantime people are

fearful because they read the news

headlines reading headlines is extremely

dangerous you should know that if you're

on YouTube

now what does Pepsi tell us because

maybe Pepsi is going to tell us

something different and what is Ford

saying because maybe these companies are

going to tell us something different

what about Norwegian Cruise Lines or

Costco

I'll tell you exactly what all of those

companies are saying right now but I

want to shout out garyvee he's the

hustle man right what did Hustle Man

just say your duty is he says your duty

is to make sure that artificial

intelligence does not replace you if you

are not using AI tools every day of your

life you're making a huge mistake you've

got to start training whether you need

it or not is irrelevant you're gonna

need it this train has left the station

and there's nothing stopping it and

yesterday a course member thanked me for

helping prevent him from losing his job

in that course

and this is why I remind you to check

out the bundle coupon codes by either

going to meet kevin.com go to the link

down below or email us at kevin.com we

have already set the price increase for

the courses on building your wealth for

11 59 pm on Wednesday the price will go

up under 20 dollars which is a pretty

sizable increase if you jump in now

you'll guarantee the lowest price

forever

use that link down below but keep in

mind

this is a very very high quality course

with custom live streams all focused on

making you more money whether you are an

individual employee or you're a business

owner doesn't matter employee business

owner doesn't matter we want to make you

more productive make sure you can make

more money and you get through this

difficult economic time in the safest

way possible link down below so what is

Pepsi telling us well Pepsi is telling

us quote we're seeing a deceleration of

inflation and quote the majority of

pricing is already done in fact quote we

have mostly taken the pricing this year

that we needed to to cover our costs

now they don't quantify exactly how much

pricing they're taking this year because

it's probably embarrassingly low say

it's 1.8 percent you're still

technically raising prices but it's

nothing to phone home about it's no 10

increase anymore

so Pepsi isn't bragging about big

numbers because they don't have big

numbers anymore they're cheering about

last year's pricing in the news

but that's all going to fade

what makes a consumer staple like uh 3M

talk about pricing

well price declines see 3M manufactures

products like tapes filters bandages

Post-it notes along with a ton of other

things like 60 000 products and what do

they see quote inflation in the low

single digits in fact that's the average

guide for the year in English barely no

inflation what about Nestle you know

they were just in the news for raising

prices on Nespresso and kitkats by nine

percent nine percent inflation oh my God

these Nespresso pods getting so much

more expensive

well what are they actually saying in

their earnings calls

here you go

quote we're not taking broad-based price

increases much of the pricing that will

apply in 2023 is pricing that has

already been effectuated from the second

half of last year

the consumer is after all being more

sensitive they say

interesting what about Norwegian Cruise

Lines I mean come on man Kevin you can't

just pull out uh Pepsi and Procter

Gamble and Kimberly Clark and Nestle and

say these companies aren't seeing

inflation what about travel

all right Norwegian Cruise Lines

they say it makes sense to hold pricing

so they can focus on occupancy in other

words if they keep raising prices

they're not going to have a full boat

and everybody knows

that if you're gonna be sailing a ship

you may as well be sailing at 100

occupancy even if you have to give away

the rooms

because if you don't fill the ship you

got less people buying drinks

and stuff on the ship unless people

buying art

or whatever from their stores what about

Costco

Costco that's a big deal right I mean

consumer stable everybody's been fleeing

to Costco stock

well Costco says not only are prices for

TVs falling duh

but what about for all of their

inventory what do they expect for

potentially lifo credits I'll explain

that in a moment

well they say they expect lifo credits

to be flat

okay little complicated I'm gonna make

it very very simple lifo stands for last

in first out I learned all about that

when I was working at Jamba Juice some

things are fifo some things are lifo

first in first out last in first out

depends what system you use

well if you use the lifo system that

means you have a bunch of stuff on the

shelf and so you add new stuff to the

front of the shelf and then you sell the

new stuff at the front of the Shelf you

don't do that with like perishables

obviously but on some things you do and

then you kind of leave some stuff back

in the back of the shelves well the

stuff at the back the shelves you have

to take an inventory adjustment on which

basically means you can adjust the value

of your existing assets based on how

much you're raising or reducing prices

on your first out products

well now they're expecting that to be

flat in other words no more of

increasing our balance sheet because

we're not raising prices

anymore

in other words in plain English Costco

is like dude pricing flat man

like no we're not raising prices in fact

we want to quite frankly see prices

reduce so we can sell more stuff

yeah that's Costco for you okay well

what about Ford uh Ford says they're

gonna keep their prices high and they're

telling their investors they're not

going to pull a Tesla because they're

not going to cut prices because cutting

prices you know just to get volumes is

is a bad idea and Elon Musk is dumb

in so many words that's what they're

saying meanwhile they're putting a mile

of extra cabling into their cars because

they don't know how to manufacture and

their margins at best case last year for

electric vehicles was negative 40 last

quarter it was negative 100 and uh their

best case scenario is maybe they'll

break even on electric vehicles by 2025

best case scenario so but wait a minute

Kevin but they say they're going to keep

prices stable and they're not going to

cut prices

Ford is different from Tesla Ford like

Legacy Autos use the dealership model

the dealership model guess what allows

you to keep MSRP High while funneling

money to the dealers so they can

negotiate a lower price with you so in

other words let's say Ford has a beach

to sell you in Arizona

well they might say the cost of that is

sixty thousand dollars and as everybody

else is cutting prices Ford might say

our beach is so desirable we don't have

to reduce prices

meanwhile they're going up to people

going hey man um Ford up there uh you

know they say this cost 60 Grand but

what if I could get it to you for you

know 50 Grand I'll get you 10 grand off

and the person giving you the 10 grand

off is the dealer

okay well where does the dealer get that

money from from Ford's marketing budget

yeah Ford can literally as incentives

distribute money to all of the dealers

and basically say we'll keep the MSRP

high but we'll hand money out to the

dealers then the dealers give that to

you as a discount and where does that

show up on the Ford's income statement

advertising

so now one of the Ford Executives do

when they go on their next earnings call

yeah we spent more money on Advertising

our ads and our brand value are so

strong that we were able to maintain

prices while increasing our ad spent to

pump up volume we didn't have to reduce

prices at all

it's a freaking scam it's a scam they're

lying that's what it is it's fake PP

faux PP that's a lie it's also you could

tell shareholders pricing is stable

while just advertising more and handing

it out of the back end

and the mainstream media is eating it up

so what is the Fed actually doing well

let's be blunt Here If the Fed told you

they were going to cut rates in

September I guarantee you your mom and

my dad all together

would go out on margin and YOLO stocks

that would cause the market to Skyrocket

again people would feel rich again and

euphoric again they'd spend money in

inflation with Skyrocket instead the FED

is playing 40 chess or if you're

actually paying attention to the chess

board they're just playing regular chess

they gave us the exact formula of what

they are doing

yeah they gave you a formula did you

catch it no did I catch it until now no

I went back and rewatched it I'm like oh

my God here it is

the formulas link down below no I'm just

kidding I I had to I had to I'm sorry

I'm sorry

play the flat we have the luxury we've

raised 500 basis points I think that

policy is tight I think real rates are

probably that you can calculate them

many different ways but one way is to

look at the nominal rate and then

subtract a reasonable estimate of of

let's say one year inflation which might

be three percent so you've got two

percent real rates that's meaningfully

above what most people would many people

anyway would would assess as uh you know

the neutral rate so policy is tight and

you see that in interest intersensitive

um activities and you also begin to see

it more and more in in other activities

and if you if you put the um you put the

credit tightening on top of that and the

QT

that's that's ongoing I think I think

you feel like you know we're we may not

be far off or possibly even at that

level so what does this mean

folks it's obvious

as long as one year inflation

expectations out continue to fall the

FED will probably be willing to cut

rates so they won't forecast that until

they're ready to do so because then they

would unwind what they're hoping for now

no guarantees if inflation expectations

don't come down they won't cut it's

simple if inflation expectations go up

they won't cut if they stay stable they

probably won't cut we need expectations

to come down and inflation prove to come

down but let's do a little uh chart here

because right now average one-year

inflation expectations are about three

percent there's some measures that are a

little higher like the University of

Michigan consumer sentiment survey we

have to watch that it's been a little

volatile last month it popped up into

the four plus range like four point six

percent range that's not good that's bad

but the fed's preferred measure of

inflation expectations came out today

and it came in at 2.9 so let's call it

three percent rates are at five percent

that means real yields are about two

percent okay that's what Jerome Powell

just talked about now if we show that

graphically

what does that mean for the future of

rates well let's take a look at it here

on the left side you see Fed rate five

percent inflation expectations one year

out or three percent real yield two

percent okay well what if I now told you

the inflation expectations end up

falling to two percent you know towards

like September of this year and the FED

still wants to keep real yields at two

percent

okay well if inflation expectations are

two percent

and real yields are two percent

then guess what interest rate you need

four percent

if inflation expectations stay at three

percent you stay at five percent

see where we're going with this if

inflation expectations fall to two

percent and the FED wants real yields to

be two percent they can cut interest

rates one percent now what if the FED

says Hey inflation's fell to two percent

but not only did inflation expectations

fall to two percent we're willing to let

real yields be one percent

oh well simple math would tell you that

the interest rate for the Federal

Reserve that you need now is only three

percent in other words two percentage

points of cuts 200 BP of cuts there's

the map for you literally the formula I

literally just gave you the formula for

when the Federal Reserve is going to cut

rates and all you have to do is pay

attention to expectations for inflation

that's it that's all you have to do it's

simple expectations for inflation are

relatively stable right now and we look

at the five-year Break Even chart what

we see on the five-year Break Even is

actually a slow and steady kind of

decline dare I say it's a Nike Swoosh in

Reverse now the five-year break-even

inflation rate is the bonds Market

expectation of inflation it's very

important and I think when we look at it

graphically you can see this is

something that does require patience and

this is why the FED isn't talking about

rate Cuts yet because again a would ruin

what they're trying to accomplish

because then people would just front run

it and B

we need to see this fall even more look

at the five-year break-even inflation

rate on screen now

see on the right side how it's been

declining we want to see that Trend

continue and we add a little bit of an

oopsy-doopsy there briefly right after

the January numbers came out but we

really want to see this trend continue

but beyond continuing look at the last

time the FED really talked about pausing

it was right about there right around

1.6 on the five year break even so watch

this chart because we're basically at

lows of last year and if this drops a

little bit more a couple more Banks fail

we'll be right at that territory by

September where the fed's willing to

suddenly

U-turn so what's the best investing

strategy going forward not Financial

advice even though I am a licensed

financial advisor I run an actively

manage ETF I've got amazing courses on

building your wealth email us at

kevin.com for the bundle price increase

of 120 bucks is already set for

Wednesday yeah we delayed that a little

bit because I couldn't get back to all

the emails I think Monday morning McKay

got in he's like what why are there like

200 emails it's been a lot of interest

in getting in before Wednesday but

anyway

what's the strategy in my opinion

Staples bad it's tough to short right

now though because I think if you short

you're gonna get screwed you have to be

careful because everything real Rising

tide lifts All Ships

what's the strategy

slow Nike Swoosh people think I'm crazy

for saying this but I've been saying it

for six months one of my staff asked

this morning great question why six

months ago did you come up with the Nike

Swoosh recovery and my answer was very

simple

psychology

it's why I sell a course stocks on the

psychology of money

I believe that people are not going to

be convinced that inflation is

transitory like an on and off switch

they're going to slowly realize

all right inflation's coming down

and as they slowly realize that they

will slowly reallocate back to stocks

which is super unpopular right now

stocks are pretty bearishly positioned

there's a lot of excess Capital that

should flow into stocks and it will

I expect that I could be wrong I don't

have a crystal ball I didn't even buy

one on Amazon to say I have a crystal

ball

I don't think it's going to be stables

and defensives it's gonna be growth and

stocks that benefit from artificial

intelligence which is again why you

should focus on artificial intelligence

because that is going to set up the next

decade for some of the most insane

productivity gains ever and if you're

not part of it you're going to get left

behind I guarantee you you will get left

behind

you don't want to get left behind I will

hand it all to you on a silver platter

everything we're doing to make sure all

of my businesses are as efficient as

possible whether it's in finance in real

estate uh you know housing Property

Management content creation accounting

sales marketing doesn't matter what

business you're in doesn't matter if

you're an employee or an employer

doesn't matter ai's going to be very

critical so

the Nike Swoosh is all about psychology

and I think we're going to continue to

see the Nike switch happen it will be

volatile because there's always going to

be BS going on like uh you know what's

going on with um

the debt ceiling and all this nonsense

uh and that is a real risk but let's

just be real when we actually look at

what's been going on when it comes to

the Nike Swoosh so far all year long

it's been correct and we're already on

the fifth month of the year I think it's

going to take a while to hit those new

all-time highs but when the fed and this

is what blows my mind people are like a

bit cabin when the FED starts cutting

when the FED starts cutting rates this

Nike Swoosh

well

let's just say we've talked about it

many times before check out my videos on

meet Kevin fed pivot and learn all about

it on YouTube

if you found this video helpful share

this video subscribe like comment thank

you so much and we'll see you next time

goodbye now I want you to know this when

it comes to AI

time is what's going to make you money

and if you can prove that value to an

employer you'll always be able to be

employed so this is another way of

making sure that you don't get replaced