INSANE Trump *IRONY,* TESLA DISASTER, & MASSIVE SHORT SALE | Bottom Line Report [E.11]

and this is what we have it's a scam

it's a sham this is nuts first of all we

gotta briefly touch on Trump but then we

get a tuck Tesla and oh my gosh what is

happening in the economy I sent some

massive massive and dirty Short Selling

and we're going to talk about some

implications for this because it can be

a little dirty okay so what does this

mean we'll talk about it let's get into

it first Donald Trump wow no matter

whether you like Donald Trump or hate

Donald Trump you have to realize him

going to the courthouse today even

though he didn't need to go to the

courthouse today is a perfect way for

him to Market himself again that's the

point every time Donald Trump goes to

court or gets indicted or fights the

system his fundraising comes plowing in

it is a great marketing opportunity and

think about what he is defending and

this is why it's like double fact

Brilliance and I know people who hate

Donald Trump are getting mad at me

saying but but from a marketing point of

view he is going to court to defend his

brand he is going to court to defend the

value of his brand my best asset which

is the brand in terms of value Coca-Cola

take a look at their value they have a

value the value of their brand is more

than everything else put together yet

the court or or the the prosecutors are

trying to break down the value of his

brand

a through the actual case that they're

presenting that he overvalued his

properties and B potentially or likely

as many would say through political

persecution which also potentially hurts

his brand but Donald Trump is saying my

brand is extremely valuable how dare you

try to break it down by weaponizing the

political justice system and B

who says what a brand is worth this is

much more than just adoni T case this is

really important for the future of

America this kind of case because it

says is the value of a brand what

somebody believes it is or what

everybody else thinks it is think about

that implication for a moment you don't

even have to go political to see wow

that's actually a big deal Donald Trump

invoked it himself he says look the

value of Coca-Cola is its massive brand

it's a name recognition everywhere and

the emotion that evokes this case is not

just about Donald Trump and his politics

and whether or not Donald Trump's legal

disclaimer suggesting hey don't believe

whatever I tell you Banks if I say value

of my property is 10 trillion dollars it

is on you to do due diligence we have a

clause in the contract which tells

essentially buyer beware the contract is

very very if you take a look and you

speak to the banks and you will I hope

you speak to the banks because the banks

Got Paid in Full

I hope you speak to the banks

but we have a clause in the contract

it's like a buyer beware Clause it says

when you take a look at the financial

statement don't believe anything you

read this is up front and you know what

Trump supporters are going to tell you

yup that's absolutely right it is on the

other business partner to or the person

the counterparty right in this case a

lending Bank to do their own due

diligence

and on the other side the people who

hate Trump they say come on man you got

to make accurate disclosures and then

you get the realtors that are like I

mean come on like we tell our sellers

when in doubt disclose and disclose

everything but then we also tell our

buyers don't believe a word the seller

says okay like come on like come on

that's the business world right so it's

like oh what side of the fence do you

sit on right

point is it's fascinating to me from a

brand from like an entrepreneurial point

of view to see what is now basically

Donald Trump going to court to defend

the value of his brand it's not even

about the the case or the crime this

that or whatever it's about defending

the value of a brand and they're trying

to take down the value of his brand

while at the same time the opposite is

happening right that's the weird thing

so they're trying to lower the value of

his brand but by Prosecuting him the

value of his brand is actually going up

in the eyes of those who love him

laughs

it's all very very interesting to me

okay Tesla and then this massive short

that's going on okay and the short has

nothing to do with Tesla look a quick

thing because I know people want me to

talk about it and like all of Tesla's

like the Tesla Community is kind of

quiet about this and I'm like shut up

well you are shut up like speak to the

people okay it's the opposite of shut up

speak speak on it yeah Tesla missed

deliveries honestly at this point if

you're a Tesla investor at 250 dollars

you're not here for one quarter of

deliveries how do I know that because

you've been stuck in the same place for

the last three years okay three years I

kid you not you might not believe it you

might not want to believe it it might

piss you off cause it does me

oh

but just type in Tesla stock into Google

and then see that it's at 250 bucks and

then move your mouse over

to 2020. when it was also around 250

bucks

[Laughter]

it's kind of wild okay that's three

years

my eight-year-old was five my

five-year-old was two

I didn't know I was about to have twins

I'm about to have twins by the way which

is pretty uh pretty exciting

within about uh probably four weeks

maybe three weeks here if so

knock on wood

um

the longer it takes the better they're I

think they're only 33 weeks cooked and

so I think we ideally want to cook them

to at least 36 twins tend to come by 36

the longer the better you know 37 38

great kids are already measuring uh

larger than usual

uh but they're girls anyway uh so moving

on to uh okay well let me finish on

Tesla look

Tesla had expectations of 455 deliveries

455 000 they delivered 435 uh but what's

interesting is this is the first time in

about two years that they've actually

delivered more cars than they produced

they delivered about 435 000 they

produced 430 000. remember back like two

years ago when that flip-flopped the

other way it's like oh my gosh Tesla's

now making more than they're selling oh

no prices are gonna have to come down

that's exactly what ended up happening

to happen like prices did have to come

out so yeah that that did have to happen

and that had to happen of the entire

Auto industry so obviously that is a

sign of a lack of pp pricing power right

but relative to the entire Auto industry

there was no doubt that Tesla has the

strongest pricing power it's kind of

like who's the fastest racer out of a

bunch of losers okay like

it's okay they have relatively the best

pricing power and so then you have to

ask yourself okay so how does that

affect their long-term valuation because

the reality is nobody's investing in

Tesla to be flat for three years okay

people are investing in testing to make

money

well personally I think the prospects of

Tesla making substantial money are ahead

of us not over the past three years the

past three years are

fighting inflation ramping factories

ramping new vehicles ramping AI ramping

FSD it's it's all sort of been in like

the you had the hopium phase of Tesla

stock now you went through the hard work

phase and we're still in the hard work

phase oh Tesla's now up 13 37 over the

past five years let's go that's pretty

leaked

oh gamer talk anyway

um

so so now

in my opinion the true test for Tesla is

ahead of us what is the actual and I'm

not talking about reservations nobody

gives a crap about reservations other

than clickbait artists on Twitter and

they know people that Kevin isn't that

the pot cutting the kettle black I mean

I think I give pretty darn good

perspective inside my videos and I try

to Pat myself on the background just

saying like the difference on YouTube is

you could have like a little Sensational

title but then you get in you get some

like real content real me to the matter

right that's what you want you want to

get the bottom line that's kind of like

what you get when you go to meet

kevin.com and you're like oh wow those

crash courses are a really good value

that's the point they're like 10 to 15

crash courses I think we just added a

couple uh and all these crash courses

will be live by the end of the year

starting soon here and uh really excited

to get these crash courses out there

some really good quality content coming

it's all new by the way none of the

crash courses or remakes of the or the

old stuff or or chop UPS of the old

stuff it's all brand new me kevin.com to

learn more about that but anyway

this is great for Tesla in my opinion

prospects for Tesla could never be

better the fact that it's flat for three

years in my opinion I'm like let's go

like that can increase my allocation to

this stock over three years which is

exactly what I've been doing uh

that's not Financial advice for everyone

right that's not saying you should

either directly invest in Tesla or

investor in ETF for the potential tax

benefits of that you know what you do

ultimately is up to you yeah I'm a

financial advisor did pass my test by

the way on Friday that was uh did my 65

last year series seven two weeks ago

series 63 this Friday next Up's the 24

so wish me luck that's in two weeks from

today

so in my opinion the real profit of

Tesla is ahead of us not behind and you

know where the profit is not

it's not in lithium Americas lithium

America is down today because well they

are collecting a billion dollars in debt

and people are like oh well lithium

Americas you know I want to invest in

lithium so I'm going to allocate to

lithium Americas because uh obviously

it's in the name lithium so they must uh

make money from lithium right wrong

wrong this morning we went through the

uh earnings

for this company and like we basically

had I don't want to offend people but

I'm just going to do it because whatever

okay like if if on this side of the

screen is what fraud is and on this side

of the screen over here is what

legitimate company is okay this this LIC

so far appears to be on this side

it's not good it's not good why do I say

that massive loans to an Argentinian

company probably living in a fat fancy

mansion 500 million dollars of cash but

now taking on a billion dollars worth of

debt now I realize that's going to

offset you know it's going to increase

the cash position they have as well

they're investing in some more mines or

more loans to themselves who knows uh

but what you really want to pay

attention to is the fact that this

company doesn't make money when you go

to their income and expense statement

it's literally only an expense statement

there is no income the only reason they

had net income is because of a gain on a

financial instrument measured at fair

value that's it there's no income

lithium Americas makes no money they

literally say in their disclosures they

make no money it's right here the

company has not generated significant

revenues from operations and has relied

on equity and other financing to fund

operations there it is June 30th 2023

lithium America's Corp wow who would

have thought that your way to diversify

into a lithium investment makes no money

from lithium

no wonder the darn thing on a weekly

basis is going straight down it deserves

to why the hell would I invest in this

kind of garbage when I could invest in

Tesla

you know people are like uh but you're

other stuck and face he's in the toilet

hell yeah it's in the toilet hell yeah

it's getting smoked you know it's not

the only other stock he got you know we

like the other ones too you know whether

it's the Intel's or uh the amds the

nvidias the asmls the tsmc you know it's

great I still think PayPal is a little

undervalued probably a value trap though

they hit that woke segment there for a

moment boy you touch that it goes dark

like look what's happening to Disney uh

of course higher for longer rates is

hurting the finances but but which which

we do you know going into a financial

recession it's very difficult to call

the bottom in uh in in finance related

stocks but the point is

none of these companies are a lithium

Americas lithium Americas is a joke

lithium Americas is an ad for come

invest in lithium then we're gonna lend

money to our You Know Rich Argentinian

Mansion owner I don't know if that's

true I'm I'm speculating why there all

this money is going to Argentina I'm

speculating I want to be clear that his

opinion I don't know I can't speak for

fact I can only show you what's on the

actual earnings call and go this is sus

okay so I showed you no income from

operations

that's us okay they've been around for

years now they're raising another

billion dollars to what have more income

from no operations I I don't know I

don't know and I and I real people like

oh but more lithium is being discovered

I'm like I don't care I want to see you

extract it and then refine it

purify it and sell it and make money

whatever okay so look now we got to talk

about this short selling problem because

this is a complete disaster okay

I smell something really fishy

so this weekend the government passed a

budget right

they passed the budget for 45 days buy

it and signed it whatever okay it's a

bunch of nonsense and drama going on

about somebody pulling the fire alarm

minutes before the vote and the

Republicans are like what the hell why

would you do that and aoc's like he was

in Fairfield

how could you uh how could you blame

them okay it's not exactly what she said

it was more like uh he made an honest

mistake how could you want to kick him

out of Congress and the Republicans are

like really

really you just happen to push the

emergency exit door right before the

vote and then you know you lawyer up as

soon as you get asked for questions you

know that's a republican point of view

who cares it's all it's all nonsense but

what would you expect would happen after

the government passes a budget I wanna

legitimately ask you this what do you

think would happen or should happen Okay

two treasury bonds let me let me draw

this okay because I I just don't think

it'll be as impactful uh if I don't draw

it because we have to understand this

fully so everybody can get it okay

because it's just not that hard okay

let's say you have this little pretty

little box right here okay I'm gonna put

like a bow on it there we go a box with

a bow see look it's like a Christmas

gift okay

what do you think would happen if I told

you inside of that box was government

risk okay government risk was in that

box when government risk goes up the

value of this box should go down right

this makes sense so what happens when

the government doesn't default and

actually passes a budget yes I realize

it's only for 45 days but buys

themselves more time

are you creating more risk in that box

or less risk

which should be obvious you're creating

less risk so the value of this box

should go up

well when the value of this box goes up

treasury yields go down because of the

inverse relationship of how this works

so anyway we agree value box should go

up right what's actually happening well

what's actually happening is the

complete opposite

markets are selling off the value of

that box and treasury yields are

skyrocketing

sus that's really sus it's weird it

shouldn't work that way and I know some

people are like well the bad Market

knows all and so the bond market Kevin

they were just pricing in that Congress

was going to pass a 45-day Kick the Can

down the road Bill anyway because they

they always do this kind of stuff so

come on Kevin the bond market was

already placing it in and I'm like

you're smoking crack

bond market didn't know that everybody

was pissing themselves last week they

were gonna have a government shutdown

over the weekend and then the question

was how much is it gonna hit GDP it's

gonna be uh five basis points over 10

days it's gonna be uh five basis points

over a week it's gonna be 10 basis

points over a week and everybody's

coming up with all these estimates bull

freaking crap everybody knew you know

we're gonna kick the can down the road

of course

of course like you and I knew that

because that's what always happens but

the market was still freaking out

so the point is we would have expected

treasury yields to go down I think we

could all agree with that okay we

expected treasury yields to go down

and what the hell just happened

the 10-year is up at almost 4.69 it's

actually at 4.676 but close enough it's

up 10 basis points today yields in

Germany are up yields in Japan are up

and then you think oh well maybe it's

just a steepener right well then you go

look at the two-year treasury which is

also up seven basis points yes that

means the inverted yield curve is

actually steepening by three basis

points if you don't even know what I

just said in the last 20 seconds it

really doesn't matter the point is this

is the opposite of what should be

happening okay government passes budget

that is nearer or at a peak risk to

treasuries are down yet bond prices

plummet okay this smells like you know

what it smells like it smells like the

smelly smell the smelly smelly smell of

massive Short Selling there is a massive

short going on in the treasury market

why because it's been extremely

profitable

and yeah maybe I'm a little pissy that

TMF is going straight freaking down and

that's true okay I bought this

instrument at the blue line I'm getting

screwed

your boy Kevin just lost lots of okay I

didn't put that much money on it okay

but boy it is point is I put some money

on this right

there it was like slightly below the

Blue Line like yes we're gonna put

somewhere around here anyway I'm gonna

put some money in here it was like yeah

yeah that's right it was like 570. yeah

there it is it's slightly below the Blue

Line 570 is somewhere around there okay

now it's 457.

damn it

this right here is a bull Bond ETF this

right here says that bond prices should

go up

obviously it's not happening they're

going down why well because I believe

there's massive short and I'm not trying

to pull like an AMC or gme here or

whatever I I just think this is the case

look at this this is a month chart okay

this is the month view

of TMF okay that's every one of these

sticks folks is one month

okay not a week not a day one month

it has been the most profitable short

you could have had

quite frankly since the end of 2020. you

could just straight up shorted bonds and

you would have made money made money all

throughout my campaign for governor made

money well I guess for a little period

of time there you would have lost money

but if you just Diamond handed money

money

you see volume on TMF is going up

dramatically because people realize okay

maybe there's an opportunity here to

actually go long the problem is this

one's triple leveraged very risky

instrument you really shouldn't touch it

it's dangerous but anyway point is

I think what you have is a massive

amount of Short Selling in treasuries

and I think I mean play this out for a

moment

if everyone who's an institution shorts

treasuries will they make money in the

short term because that's the trend the

trend is your friend right but then

guess what you do you end up breaking

something and then when you break

something

maybe all your other shorts pay off but

once something breaks

that's the odds are where everybody goes

okay now something broke now the Federal

Reserve is probably going to come in in

lower rates potentially and then guess

what happens all the shorts cover

and then they go long I I see this

happening I see this happening this is

literally what's going to happen okay

here we are October 2nd I don't know

when but it's gonna happen

Something's Gonna hit the fan if the

short selling keeps going on after

something hits the fan

it's not that that breaking is going to

be so bad it's that all the short

sellers are gonna go oh we pushed this

far enough

then we go long

and then after we go long

what ends up happening after we go long

well after we go long

all of a sudden

treasure yields plummet

absolutely plummet straight down they're

taking the staircase up they will take

the elevator straight down

fast

so enjoy High rates for a little while

and enjoy the opportunity maybe to go

buy some uh realistata uh because I

think this uh there's gonna be quite a

little bit of pain here very very soon

so anyway

thank you so much really appreciate

y'all and we'll see you in the next one

hope you like the bottom line report

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congratulations man you have done so

much people love you people look up to

you Kevin financial analyst and YouTuber

meet Kevin always great to get your take