The Market Crash has STARTED | Do this NOW.

hey everyone me Kevin here at this point

you've probably heard that the market is

doing pretty dang miserably it's very

red at the moment and this sort of

volatility really started back on July

11th on July 11th we had this sudden

drop in the NASDAQ 100 and folks thought

oh it's just a rotation into small caps

and I argued that there is a chance we

could be going into an environment where

even good news turns into bad news

that's because of two simple reasons

concerns over valuations being stretched

and an election coming up well folks

exactly that is starting to play out at

this very moment now this V video is not

to Pat myself on the back this video is

to tell us what do we do next because

look at the disaster my friends the

triple leveraged iwm so the Russell 2000

down

5.2% verive continues to crash all day

long they do cooling for AI chips in

other words uh AI like Nvidia h100s or

whatever Blackwell chips they're deemed

to be that supplier of water cooling for

those Blackwell chips whoops I guess all

of a sudden when open AI comes out and

says yeah we're going to lose $5 billion

running new models for our system and

now Elon is suggesting that Tesla

investors should support a $5 billion

investment into the money losing like

money losing I don't know what certainty

grock if open AI is losing money I can

only imagine how much money grock is

losing then what we're really doing is

we're throwing more good money after bad

remember that five billion I want to

make sure I said billion not million

five billion open AI projecting five

billion do loss Elon wants to raise $5

billion from Tesla money into Gro mind

you that could build half of a

gigafactory but let's be clear he's long

given up on expanding capacity at this

point this is not a Tesla video though

point is

we are being told by the market now and

it's been going on for two weeks now H

13

days that this valuation growth might

not last unless we actually start seeing

some profits from artificial

intelligence and Google yesterday told

us the answer to profits from artificial

intelligence is

no yes we can make more highquality ads

we can make more highquality products we

could be more efficient within the

company but guess what we're not making

big dollars on the headline thanks to Ai

and my warning that good news might turn

into bad news because Google's report

was actually very good has come true and

again this is not to Pat myself on the

back it is to ask the question what is

next because when verv is down 12%

Google is down

5.2% you've got socks up 14% it just

keeps going and going and going this is

a semiconductor short ETF it just keeps

running made money traded it today send

alerts this morning I go look calls on

socks baby I'm up I hope you're up too

but we'll talk about strategy going

forward but let's be clear there's a lot

of pain Tesla

11% arm 7 and a half the NASDAQ look at

it it's fall it continues to fall crypto

selling off just this weekend I sent an

alert to my course members

hey we might end up seeing a Bitcoin

selloff with what's going

on with a potential NASDAQ 100 sell

off we're seeing it it's happening right

now but again what's the game plan going

forward that's the hard thing what do

you do going forward because paler down

6.2 AMD is down five meta's down five

this is a huge sell off 10% on super

micro computer my goodness Dell's down

seven crowd strikes down another 3.6%

Cloud flare is down 5.9 this is a

complete disaster rocket mortgage down

three Apple's down three nothing is safe

today the volatility index is up 20%

today it's kind of wild so what's the

solution well here's my take in my game

plan my take is this Market's probably

going to bounce over the next couple

days mostly because the earnings that we

have over the next couple of days after

what we already had which was Google and

Tesla in my opinion aren't that critical

Chipotle Ford service now maybe Las

Vegas Sands Royal Caribbean American

Airlines Deckers Texas Roadhouse Lending

Tree 3M fine but that's not really going

to move this Market you know next week

we'll have like Sofi and PayPal but then

next Tuesday you're going to get into

some that might make or break the market

like again that's AMD Microsoft and

otherwise that's when we really start

getting into it we get Qualcomm meta uh

arm all next week lamb research these

are going to be pretty critical uh we

also get apple and Amazon and Intel and

coinbase next week so next week's going

to be huge but here's my take I think

after this insane sell-off that we have

today there's a good chance we we have a

bounce tomorrow I think there's a good

chance Tesla will bounce uh iwm the q's

all this stuff will bounce people will

look at it again and go ah you know what

it was just another you know one day

healthy correction this is what

everybody told me on July 11th they're

like oh Kevin it's just a healthy

pullback okay okay it's not the sign of

anything larger fine fine so today we'll

have our little healthy pullback quote

unquote uh and then we'll bounce we'll

bounce over the next few days that's

fine it's very very rare to have

multiple days in a row of the NASDAQ 100

being down 3% look at it on the chart

here okay so we're going to be supported

uh by probably the 460 line here you've

got that nasty Head and Shoulders that's

really starting to build out uh but I

think what'll happen is you'll finish

building out the shoulder well I mean

quite frankly this shoulder was very

short and we already broke past it we

might even recover might recover back to

476 I don't know what's going to happen

within the next two weeks but I want to

be crystal clear about what I think the

game plan is between uh August 1st you

know give it a week from now or whenever

uh and the election I think the Market's

going down almost straight down and that

makes me very nervous because I think

it's going to be unfortunately

recessionary I don't like saying that

but I think it's going to be

recessionary it's bad there's a reason

why the fund that I manag went to 25 to

30% cash over the last uh uh you know

two weeks here because we started to see

the signs there's a reason why I've been

saying hey I'm like I can't go super

bullish here you know like I'm nervous

I'm nervous about some issues here we're

not too far off from the greed and fear

index going to straight extreme

fear but look at the bond market what is

the bond market telling us the 10-year

yield just jumped

4.3% or 4.3 basis points rather it's up

at

4.28% now what's wild about that well

you have to compare to where the 2-year

is right now so you can do this with me

let's do it look at this 10year 4.2 28

look at the 2year the 2year is Right

Here

4.41 we are now just 13 basis points

inverted in other words this 2-year

yield is crashing while the 10year is

going up that is a sign the Market is

getting more and more nervous about

recession in the near term and of course

rate Cuts but likely forced rate cuts

and at the same time as the market gets

nervous about rate Cuts in the near term

the market prices in those rate Cuts

could lead to more inflation in the

longer term so hence those longer term

yields go up now I want to be very clear

about this I want to try to make this as

simple as possible okay I think the

positioning is wait for some bouncing

over the next few days here maybe you

just want to be in now or go in small

now and grow that position over time be

be willing to DCA that could be an

option too I think the positioning not

personalized advice is quite

frankly NASDAQ is probably going to go

down to

435 that's NASDAQ 100 so it's down you

want to increase cash or go short you

could go call options on sle Q or or

whatever buy shares of it I suppose if

you want uh I think the semiconductors

will continue to

roll s Soxs is an interesting option

again it could be readed tomorrow

because I think there'll be a little bit

of a bounce that'll be a DCA opportunity

I think Tesla's probably going back to

180 I hate saying that but it's probably

going back to 180 and honestly going

back to 180 would be generous for the

pain that Tesla still has between now

and when we actually get to like really

affordable interest

rates uh you don't to revisit 140 but

what's interesting

is it's not just the yield curve that's

steepening so substantially increasing

the odds of recession it is also the

market starting to price in

substantially more Cuts listen to this

for January we are now pricing in

3.3

Cuts uh that is the highest level we've

been at 3.3 yeah 3.3 we are pricing in a

full first cut uh for September we're

pricing in 1.7 cuts by November so you

could be getting a September cut

November cut and a December cut in

December we're also pricing in 2.64 rate

cut so unfortunately and and I and I

really hate this I think after a bounce

here you're just going to keep bleeding

between now and the election so I'm not

trying to like hop on this bandwagon and

go Oh look The Market's red today see

look Market's red haahaa I've been

screaming this for the past 2 weeks

especially to everybody in the course

member Liv stream it's been almost every

single day that I'm like raise cash I'm

nervous here's why things are about to

roll over they don't have to roll over

all at once although today feels like

it's an all at once day but again I

think we'll bounce off that I think what

you'll end up with is a bleed and so

some sideways the occasional day up leg

down some sideways occasional up leg

down

I don't want to say that because I think

it could lead to a

recession it's not great but in the

event we go into recession we're going

to see rate

Cuts

rapidly and that will be glorious when

the Federal

Reserve dramatically Cuts that's when we

might actually signal a bottom for the

market the question is how much cash are

you going to have in your pocket between

now and then anyway if you want some

more of my perspectives make sure you're

part of the course member live streams

you have lifetime access join the

courses on building growth linked down

below go to meetkevin.com it's really

simple the price is going to go up in a

few days the price is guaranteed to go

up over time so consider joining uh it's

not personalized Financial advice you

just get my perspectives like this raw

and on a daily basis here's what I'm

seeing here's what I'm thinking here are

the plays that I'm thinking of making

here are the plays I'm thinking of not

making and people look at that

information

and they can do whatever they want with

it you know some people are like yes

Kevin I'm going to go on calls on end

phase with you this morning because

you're right it's probably going to go

to 119 your boy Kevin actually paper

handed it a little too early anyway uh

despite that what's hilarious is I need

to listen to myself more often because

look at this straight up from the 113

which I always call out these lines to

119 it's it always matches these lines

and then look what happened as soon as

you lost 119 oh wow right back to 11340

in fact I sent course members an alert

when it was at 119 and I said hey ding

ding ding ding it's at 119 this could be

a good opportunity to take some money in

case you haven't taken some money out

yet uh on that end phase trade and so

that way like if you're not paying

attention but at least you get an alert

it's like oh nice that's awesome thanks

Kevin again no guarant es we can make

money but uh that's that's always my

goal is to share really quality

perspective uh anyway uh other people

have asked me what about um

Bitcoin Bitcoin is going to go down too

and so are small caps it's all going to

go down together now again I think we'll

have a bounce but that bounce is in my

opinion just an opportunity to raise a

little bit more cash and and just take

your time slow slowly move out of this

market and let's get through the

election season I'm saying it here in

July and I I I don't want to be the

Perma bear

fearmonger but I am nervous and again I

think we'll get green tomorrow but it's

just going to go even more red between

now and the election sorry folks goodbye

and good luck 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 financial analyst and

YouTuber meet Kevin always great to get

your

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