trump JUST *LASHES OUT* -- STOCKS DUMP

Well, Donnie Te's back at it again.

Donnie doesn't like that the Chinese are

putting more restrictions on our finest

and greatest chips and more restrictions

on those rare earth minerals that we

really need. We got to have them.

They're called rare earths for a reason.

Din

now sending us this memo. Some very

strange things are happening in China.

Now they are becoming very hostile and

sending letters to countries throughout

the world that they want to impose

export controls on each and every

element of production having to do with

rare earths and virtually anything else

they can think of even if it is not

manufactured in China. Nobody has seen

anything like this but essentially it

would clog the markets and make life

very difficult for very every country in

the world especially for China

especially for China which is a threat

pack now obvious you know markets are

dumping on this right now you know the

cues just dropped off a cliff by like 50

basis points on this because it suggests

like look a lot of people were really

excited about the Winnie the Pooh

meeting coming up because Trump and Xi

Jinping are supposed to meet and the

expectation is that you know China's

just setting up some extra like rare

earth export controls to have some

negotiating leverage before the meeting

between Trump and China. Uh and a lot of

people are like, "All right, that's just

what China's doing." And then on the

other side, people are like, you know,

they'll work out a Tik Tok deal and

they'll work out a a soybean deal.

Because remember, we did a very deep

dive video on this where our soybean

farmers are absolutely getting destroyed

by China not buying our soybeans because

it's, you know, soybeans. I didn't know

this until I did the research on it, but

it's like onethird of all of what we

produce for our farms. Uh, and that

market is getting destroyed with US

prices for soybeans plummeting, which is

really bad for farmers. It's really bad

probably for stocks like John Deere and

otherwise, especially since most of

their equipment is sold in North

America. And Donald Trump has been

promising farmer stimulus, but then he's

like,

because of the Schuma shutdown, I can't

do the stimulus. Uh and so it's it's

like there's there's a lot of like

nervousness around this deal, but uh

with China and there's been a lot of

enthusiasm for it because this in-person

meeting is supposed to come up. Remember

Donald Trump unilaterally and he does

this sort of thing. He's like, "I've got

a great deal. I've signed the deal for

Tik Tok. We're going to buy Tik Tok for

14 bill or whatever." And then you look

at and and China is still going to keep

a ton of the revenue, right? That's why

the sale is so low because China is

still going to keep like the vast

majority of the revenue that Tik Tok

generates. But what happens is we've

heard nothing from the Chinese about

that deal. So unlike Hamas where they

kind of have no choice, China's got a

choice. China is actively trying to

ddollarize. They are actively trying to

settle whether it's copper trades or oil

trades in anything but the dollar.

Anything they can do to ddollarize and

anything they can do to prop up Russia

is exactly what China wants. China wants

Russia to stay propped up because they

want to be friends with India and all of

our other trade partners. Why do you

think they're cozying up to the European

Union nations? Now, fortunately, the

European Union kind of is is leaning

towards choosing the US more so, and

this is why we've gotten trade

agreements with the EU, but you still

got Chinese cars getting imported into

the the European Union market. Imagine

if we had Chinese cars getting imported

into the US market. we'd all be driving

Chinese cars because they'd be way

cheaper. Like it'd actually be kind of

good for consumers if you had this sort

of global trade uh because car prices

would plummet. And I mean there was a

report this morning which this isn't

like systemic yet to to you know the

broader economy. But it's something

people are paying attention to. You know

you've got uh reports here that

Americans are falling behind on their

car payments and delinquency rates on

subprime auto loan records are at

records. Now, part of that is because

everybody's credit score got propped up

during uh COVID because nobody could

miss a payment. But the other part of

that is now you've got the highest level

of car repossessions since 2009,

which is crazy. Uh it's it's not good.

Like there are people who are

legitimately suffering in in this

environment. It sucks. But anyway, now

you've got a little bit of a Trump lash

out going on here. As you can see here,

uh, we have been contacted by other

countries who are extremely angry at

this trade hostility, which came out of

nowhere. Our relationship with China

over the past 6 months has been a very

good one. Uh, not really. Like, if you

actually listen to the Chinese side,

they're sort of like, we don't like

this. We don't like this unilateral

Trump trade tariff war. And China has

been the one country that has been

fighting back. Every other country has

been rolling over to Trump's tariffs.

And so far it's like things are okay.

You know, remember like we said, the

long-term impacts of tariffs, they take

a while to show up. One of the alerts uh

or or posts I made in the uh the course

member section was that expect

restoration hardware to keep bleeding.

Uh and you know, since that post, it's

been falling off a cliff. In fact, if

you watch the course member uh live

stream this morning, I said I'm bearish

the Q's today. Uh I'd like I I people

are like, "Kevin, should we go Q's calls

today?" go. I don't know, man. I think

we got nervousness going into next week

into earnings. I didn't think Trump was

going to lash out here, but I wasn't

really optimistic on on the cues today.

I was optimistic on another play, which

was great. Uh but uh but let's keep

going with what Trump said over here.

Remember, you can get lifetime access if

you join over at meetke.com. But look at

this. Our relationship with China over

the past six months has been a good one.

I dispute that. Again, they're the only

one fighting us, right? I've also felt

that they've been lying in weight and

now as usual, I've been proven right.

Well, yeah, it's not that you've been

proven right. It's that you knew that

things were not good with China. You've

been branding things as good with China

and now you're like, "Oh, things aren't

good with China. I was right." Well,

yeah, cuz you knew that from everybody

who's been paying attention knows things

aren't good with China. So, you were

just lying earlier and now you're just

telling it like it is.

Uh, anyway, but that seems to have been

their plan for quite some time, starting

with the magnets and other elements that

they have quietly amassed into somewhat

of a monopoly position. Yeah, China has

control of about 93% of the rare earth

minerals market. This is why Donald

Trump is like lashing out trying to get

in his hands on companies like uh

Lithium Americas. He's taking stakes

into those. Really what he's trying to

do is he's trying to announce like hey

if we take stakes in these you know

money losing companies then then maybe

the stock will go up and you basically

like a retail investor will finance

these companies because the stock will

go up and it'll give these companies the

opportunity to raise money. Look at for

example the information reported that

the metals company, you know, an

underwater uh rare earth minerals

exploration company is potentially going

to get acquired or have some kind of

acquisition stake from the Trump

administration. This has led to a lot of

enthusiasm where people like, "Oh, this

would be amazing. Oh my gosh, like this

this would be awesome. We we you know,

the medals might skyrocket or whatever,

right?" And so what do you have here?

This is the medals co. They've got 117

million of cash, which is actually

pretty good. Uh they've got 49 billion

or million dollars of bills to pay,

which means they've got about seven

quarters of cash. So they've got about 2

years of of cash that they can go

through over here. You know, good for

them, right? But let's be real here for

a moment. You know, what does the

company do in terms of uh actually

making money? Oh, the metals company is

pre-revenue. It makes no money at all.

In fact, here's their income statement,

there is no income. It literally starts

at expense because they don't have

income. So, like the companies that we

have that could do rare earths, they're

not actually doing much right now. I

mean, here, this is the metals company

again, and the only reason they're

making money is because they're raising

money. They're offering money. They're

issuing shares. They've got private

placements going on and they're putting

that money into this like risky bet that

oh yeah, we'll be able to deep water

explore rare earths because we don't

have access to the rare earth like ch

the Chinese do. So yeah, you know, Trump

is Trump is pissed about that. Uh

okay, you know, worth worth paying

attention to. All right. So, anyway,

going back to the the Trump post over

here, but the US has a uh but the US has

monopoly positions also so much stronger

and far more reaching than China's. I

just have not chosen to use them. There

was never never a reason for me to do so

until now. Oh. Oh, okay. Here come here

come the big balls. Oh, the big ball

wrecking balls are coming out. Q's now

down 1.06

basis points. You've got Restoration

Hardware is now down 4% dumping even

more. Nvidia just lost the lead.

>> Lost the lead.

>> All right, let's keep going here. We've

got until now. The letter they sent is

many pages long and details with great

specificity each and every element they

want to withhold from other nations.

Things that were not routine and are no

longer routine at all. I have spoken

I've not spoken to President Winnie Pooh

uh because there was no reason to do so.

This was a real surprise. Not only to

me, but to leaders of the free world. I

was to meet Winnie the Pooh in two weeks

at APEC in South Korea, but now there

seems to be no reason to do so. Wow,

he's cancelling the meeting. The

meeting's off. You said a mean letter.

The meeting's cancelled.

Hey, you know there is some good news,

right? Like you can still get life

insurance in as little as 5 minutes by

going to meet me.com/life.

Ah, and Weeble, if you go to meet

Kevin.com/weee, is still offering 4%

balance transfers if you transfer over

100K, 3% balance transfers if you do

less. Just go to meetaven.com/webble.

Paid sponsors of the channel. Anyway,

going continuing on here, the Chinese

letters were especially inappropriate in

that this was the day that after 3,000

years

of bedan fighting, there's peace in the

Middle East. I wonder if that timing was

coincidental. Oh, he's basically

implying like as soon as I get a Middle

East deal, you guys want to tank the

market. Depending on what China says

about the hostile order that they have

just put out, I will be forced as pus to

financially counter their move. For

every element that they have been able

to monopolize, we have two. I never

thought it would come to this. Yeah,

Uh but perhaps as with all

things, the dime has come. Wait a

minute. The time has come.

The moment is at hand.

the warlaves. Anyway, uh okay, so

uh let's see here. What else? What else?

What else? Ultimately though,

potentially painful, it will be a very

good thing in the end for the US. One of

the policies that we are calculating at

the moment is a massive increase of

tariffs on Chinese products coming into

the United States of America. There are

many other countermeasures likewise

under serious consideration.

Thank you for your attention to the

matter. Yeah, yeah, yeah. So, when are

we buying the dip? Uh, well, probably

right now. So, uh, markets seem to have

already relaxed a little bit on their

sellown. Can we get Nvidia back to

green, please? Almost, almost. Come on,

buy the dip. Let's go. We need Nvidia

back up. So, anyway, that's the drama

right now. Look, this isn't this is not

a surprise. China, out of all the

countries in the world, actually has the

balls to stand up to Trump's looney

beans tariffs. Okay, we know that the

tariffs are looney beans and China via

Winnie the Pooh is the only one who's

actually going, "Hey, you know, maybe we

could talk here about fair trade." And

now we get it. This is where a lot of

people like, "Oh my gosh, Kevin, are you

shilling for the Chinese dumping

products on Americans and No, I'm

shilling for cheaper goods and

services." And I know a lot of people

are like, "But government, the Chinese

dump solar panels on Americans." Great.

You could dump cheaper solar panels on

me all damn day long so I can put some

more solar panels on my roof because it

makes stuff cheaper for us.

Now that's the way you get. But Kevin,

that hurts the union workers, bro. How

many people work for unions? It's a

fraction of the American workers. There

are 154 million American workers in this

country. They're like 300,000 to 600,000

auto workers in unions.

Why are we propping up such a small

percentage with protectionist measures

that make the cost of living more

expensive for not just every American

worker, but every American, even not

part of the labor force. Anyway, I I I'm

not a fan of tariffs, in case that isn't

obvious. Anyway, uh that said, uh it's

not a surprise that China is the one

country that actually has the balls to

do anything. Uh so we'll see how this

evolves, but that's what's making people

nervous right now. Uh keep in mind, we

also have earnings coming up. And we

have the CPI catalyst, which is now

going to get released. So you've got uh

what some of the suits are reacting with

is president has implied that the

meeting's not going to happen. Oh, he's

more than implied that the meeting's not

going to happen. They said there's no

reason to have the meeting anymore. I've

got gold rising on this news. Uh I

probably Let's go see what's happening

to the yields market.

Let's go see how reactions are. I've got

bonds. Let's freaking go. Yields down,

baby. Yes, I'll take it. Yields down 7.7

basis points. That's fantastic on the

10. Let's get under four under the

drama. gold jumps back over 4,000 uh on

the drama. We could zoom in, see that

spike. Although it's uh let's see if it

actually holds any of that. Uh and then

you've got somebody writes here,

"Largest lithium deposit in world found

in Nevada." Bro, nobody gives a flying f

about your freaking lithium deposits. I

do appreciate the $2 you just donated to

me to say that, but you should take that

money and shove it into the Meet Kevin

membership. You shove it into the Me

Kevin membership because we got new

lectures coming out. You get all eight

courses, potentially a tax write off.

You get every trade alert. You even get

the stock tab. This is a new feature

that we're adding where we put our

fundamental analysis on record in for

whether it's Meta Netflix. We've the

last two days. Trade desk, uh, Etsy,

Tesla, I don't know, Restoration

Hardware, whatever. You you get it all.

In addition to the trade signals, which

have been absolutely kicking butt.

Yesterday, we had an 80% hit rate. The

rest of the week, we've been doing

really, really well. Today's been great

so far. I started the day not bullish on

the cues. Uh many reasons for that. This

is just sort of fuel to the fire, but

you can see it. You could watch it in

the alpha report and you'll see these

things actually happen. That's what you

should take your $2 for and throw them

into the ME Kevin membership. You pay

once, you get lifetime access. Now, why

do I not care about your lithium deposit

in Nevada? Cuz it doesn't freaking

matter. There are plenty of piles of

dirt all across the whole damn world.

And there's plenty of lithium in the

ground. And there are plenty of rare

earths in the ground. The problem is

processing the crap. And guess who

processes 93% of it? Boy, China. Winnie

the Pooh's got the honey pot. You want

some of the honey? You better stop

manufacturing. But it's going to take

years for us to do that by the time we

actually get the processes up.

Trump's going to be out of office.

So it's going to take g to deal with.

All right. So anyway, uh high-tech beta

stocks lead sudden selloff. High-tech

beta and consumer discretionary stocks

were the biggest contributors to that

sudden drop in stocks. Chip stocks fell

1.9% at 10 minutes, followed by a tech

hardware group including Intel, Tesla,

Coinbase, Super Micro, all fell more

than 2%. Toolmaker Stanley Black &

Decker, which isn't named often, uh is

uh also considered susceptible to

tariffs. These are some comments coming

out from the suits right here.

There's also a headline article right

now that says this time is different,

usually ends the same way. Uh Trump says

he has no reason to meet with Xiinping

threatens new tariff counter measures.

Investors are flocking from stocks to

bonds.

You've got global stocks. Let's see

here. So far, the expectation is that

we'll get better than expected earnings

in the third quarter. uh and that there

won't be a bubble, but we'll see. We'll

actually have to prove earnings. You've

got Netflix earnings coming out on the

21st.

Shipments from Tesla Shanghai factory

increased in September as China's car

market kicks off its busy uh sales

period. So, that's good. China slapped

new port fees on US ships and started an

antirust investigation into Qualcomm in

its latest uh string of tit fortat

attacks. You've got

uh Levi Strauss warned that tariffs are

starting to bite. We analyzed uh Lulu

earlier. We saw tariffs are whacking

them.

You've got uh leaders at Cororeweave

sold more than $1 billion of stock after

the lockup lifted. It's interesting.

Okay. Trying to see if there's more here

on news uh regarding China. So far so

quiet. Let's listen in here for a brief

moment.

>> Be expecting uh we would expect that to

weigh on consumers a little bit as

you're thinking about consumer goods

coming over and then the

>> who's this lady? What's her name?

>> Retaliation to our retaliation on tech

companies. So that's I think why we're

seeing NASDAQ down. Uh we're seeing

small cap down. Small cap again has a

lot of reliance on imports um especially

for lower-end goods. We know the lower

uh income consumer is struggling a

little bit and so I think those are the

things that we would be watching for as

we see exactly where any tariff

developments shake out. But ultimately I

think again it comes back to just this

around policy and how

>> I don't see what else. Come on baby come

on give me some some commentary that

matters.

starting to shift capital into

technologies that are designed to

exploit and continue to exploit the

space domain and protect infrastructure.

>> Oh, freaking boring. The suits don't

even want to talk about it or they're

being boring about it. But anyway, look,

terrorists are bull crap. So, the cues

are actually tanking right now. 136.

Damn, we're going to start hitting stop

losses for some people. Holy smokes.

Especially, I mean, think about the

catalyst you have right now. You're

going into earnings. you're at like

all-time freaking highs. Uh if you want

to see when I send a trade in, make sure

you uh you're part of the Meet Kevin

membership because if I send a trade in

to sell some Nvidia or whatever, you

know, you'll hear about it first in in

the uh Meet Kevin membership. Uh because

you'll get alerted right away. Uh that's

how it works. That's why we say that the

alerts are included. But anyway, uh

yeah, I mean, look, this continues to

sell off. So, not only earnings coming

up, you're at all-time highs. You've got

Trump massively escalating with a

massive power in the world, and China is

just going to retaliate again against

this. That's how it works. You know,

China goes from uh your escalation to

more retaliation.

So, it's not great. You've got Meta down

another 2% here. You've got Tesla's

going to go, look at that, straight

freaking down. It's going to 414.

You've got uh Apple down 1 and a half%,

Dell's down one and a half%. Good lord,

Rocket's green. Rocket Mortgage is

green. Bitcoin drops under 120. A lot of

drama here thanks to Donnie D. Donny D

and is stupid dar. What the hell, man?

>> 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 Papraath there, financial

analyst and YouTuber, Meet Kevin. Always

great to get your take.