WARNING: The WW3 Great Reset Housing & Stock Collapse | Bottom Line Report [E.14]

in this bottom line report I'm going to

break down exactly what I think is going

to happen in the real estate crash that

we might see sooner rather than later

I'll break down exactly how much of a

real estate crash I think we might face

I'm also going to break down why

everybody feels absolutely miserable

right now and the outcomes that we could

end up seeing in the stock market and

global economy let's get right into it

the first thing we have to do is

understand what uncertainties we face

and this list is not even a complete

list of uncertainties there are a lot of

uncertainties a lot but before I do that

I want to remind you that after I make

this video and I get a little bit of

sleep I got to raise the prices on the

new verse Pro courses I didn't get it

done tonight so you still have a chance

to go to meetkevin.com to check out on

the new verse Pro courses before the

price goes up so what are the list of

uncertainties we face well consider how

long this is and this isn't even

everything what happens if Donald Trump

wins his cases does he become president

and what does that mean what happens if

Trump loses these cases and then he

doesn't end up becoming the Republican

nominee who fights Biden does Biden win

does Biden officially run and win or

does Nome step up what happens if we

actually get a real earnings recession

what about that real estate crash what

about another Black Swan what about a

debt bubble and some kind of default

leveraged loan crisis what about an

immigration crisis another banking

crisis excess savings evaporating by

January 1st like people keep click

baiting what about escalating War but

not just localized conflict but Global

Warfare think about this Russia Ukraine

Israel Palestine China Taiwan a global

incendiary cluster F and when I say

cluster F I say it with passion because

that is what war is war is a cluster F

but beyond that I want to make it very

clear the killing of innocent children

is effing

disgusting killing more innocent

children in retribution for that is also

disgusting it is not the answer killing

children is not the answer and I don't

want to hear the comments of people

going well you know it's different if

it's collateral damage the last thing I

want to hear is people talking about

taking innocent children's lives because

oh sorry I missed this is

ridiculous but this video isn't another

war video this video is to understand

the economic war that we face and how

much do I actually expect real estate

prices in the stock market to fall well

in order to understand that we have to

understand there are three scenarios

that we could go down there are three

Pathways and after we analyze the three

Pathways what we're going to do is we

are going to analyze the worst first one

to try to assume how bad things can

actually get obviously we are in the fog

of War we don't have all the answers but

I'm going to do my best and yes even

though I am a licensed financial adviser

becoming a stock broker and I'm a real

estate broker no this is not

personalized Financial advice for you

this is just perspective for you to

determine your own situation and your

own investing strategies but what are

the scenarios that we potentially face

well I wrote them down

first this is the worst this is slow

disinflation and slow disinflation

coupled with war high yields gold rising

and oil Rising leads to a very hesitant

Federal Reserve to actually cut rates

this is not good this is probably the

worst case scenario and some of these

things we're seeing now gold up 3.3% on

Friday we have not seen that in a very

long time oil up 5 to

6% then you'd think bond yields might go

up because inflation expectations

totally got destroyed in the University

of Michigan sentiment read on Friday

sentiment way low inflation expectations

way

high and what did we end up getting with

treasury yields a drop in the 10year

treasury of 9.4 basis points and the

NASDAQ down 1.23 basis points very weird

another bare steepening of the yield

curve yet the stock market Market

plummeting along with gold rising and

oil Rising all of it actually points to

the same direction fear massive fear

uncertainty and doubt and it's fear of

what it's fear that recession a banking

crisis a debt crisis the lack of savings

and earnings recession all of that

happens because why it's simple folks

it's right here because the FED Cuts

more slowly and we drive into recession

now I'm going to give my projections in

terms of what I think on how bad the

real estate market might be what I'm

seeing on the ground right now and the

stock market in just a moment but

realize there are two other scenarios

the other scenarios are slow

disinflation with no Black Swan that

means these conflicts resolve themselves

no major banking crisis and I want to be

clear I don't actually think we're going

to see a banking crisis again uh the

reason I say that is because you could

look at the bank term funding program

it's not seeing a lot of funding again

and that's a sign of low banking crisis

problems so I think banks had their

wakeup call during the banking crisis I

think it's there's a low chance we're

going to see another banking crisis I

also think immigration is actually

supporting the fed's call for lower wage

inflation so this is probably not a big

deal excess savings well excess savings

were zero before the pandemic so I

actually don't think that catalyst is

that big of a deal defaults right now

now are roughly normalized and yes our

debt crisis and our budget failures and

Congress failures those are all real

problems those aren't the problems that

are probably going to take us down in

this cycle what could take us down in

this crisis in my opinion War absolutely

absolutely war in terms of what happens

with the election well think about it

when are we going to have the answer to

the election when are we going to have

the answer to inflation well probably by

the end of next year

so the question now is how much does all

of this uncertainty hurt stocks and real

estate well that's this is why I have

three scenarios scenario number one

scenario number one tells us slow

disinflation that's the worst one that's

scenario number one here uh scenario

number two is the slow disinflation and

then scenario number three is the best

one this is your soft Landing that's

rapid disinflation and the Federal

Reserve can cut rates quickly that's

most ideal right so so what do we think

well in the fog of War it's likely that

disinflation is going to continue but is

going to be bumpy and I'm going to go

with a scenario that is the worst case

scenario I believe that the worst case

scenario was already in 2022 that is

Paul vulker I think Paul vulker is the

worst case scenario Runway inflation and

I don't think we are going to face

runaway inflation that's why it's not

one of my three scenarios and that's

solely based on in earnings calls every

single day I'll spare you the details

but I don't see runaway R runaway

inflation we are facing more

disinflation than we are facing

inflation yes sometimes we have volatile

categories jump we get it but the trend

is down and guess what we're going to

have by the end of next year housing

disinflation will be here we will see a

leveling out of the other inflationary

categories yes Energy prices can squeeze

margins and cause an earnings recession

but not run away inflation that's really

important to remember oil can Skyrocket

and that'll destroy company earnings but

it does not need to cause runaway

inflation on actual core goods and core

services and it probably won't yes would

runaway inflation be the absolute worst

case scenario yes but I don't see signs

of that maybe I'm wrong look I know

inflation's been hot we've had 18%

inflation on average food way more

expensive rents more expensive

everything's frustratingly more

expensive but that's not on my bingo

card was runaway inflation so I'm going

to put that scenario aside I'm also

going to put the really bullish soft

Landing narratives aside and what we're

going to do is we're going to look at

the worst case scenario that I see the

worst case scenario and the price

impacts that I see are as follows number

one Higher for longer and these

conflicts Drive pain for longer and

uncertainty for longer gold Rises oil

Rises and stocks can't break resistance

here's how this breaks out first this

ends up being the nastiest real estate

winter we've had in a while worse than

last year it's what we're starting to

see on the ground I think you need to

take a 10% reduction on any real estate

that you're seeing right now that is if

you thought a fixer upper was a good

deal at 600 you really need to buy at

about 540 now that's what we're seeing

on the ground saw a fix her up or come

up that would have comped out at

550 to 600 2 months ago now it's comping

out at

maybe 510 to

540 yeah that's a big 10% reduction and

we're seeing this in multiple areas

whether it's California it's Utah it's

Arizona uh it is Texas Florida to some

extent though a lesser extent it's also

happening in Florida though though don't

kid yourself Brower County we're seeing

it Tampa we're seeing it it's harder to

get these deals done now because rates

are so high and uncertainties are

through the roof but think about how

long these uncertainties will last these

uncertainties many of them will probably

be gone by the end of 2024 especially

since the election will be over and

we'll know did China invade Taiwan yet

how did these Regional conflicts turn

out as a result I actually think rates

are most likely

to have their clearest path forward not

now but at the end of next year and so

that makes this winter an opportunity

and this winter could be long it could

be a November to March painful period of

time of uncertainty especially with

these geopolitical conflicts which will

affect the real estate market as well

and that's why I think this winter is a

great opportunity to buy actually I

think it'll be a much better opportunity

to buy than the winter after the

election because the winter after the

election will have a lot more Clarity

way more clarity Clarity on interest

rate path Clarity on presidency and

Clarity on conflicts we won't have those

clarities this winter and generally the

best time to buy real estate is between

November and March uh more like November

December January because who buys during

the new year and Christmas and

Thanksgiving right the people who need

to sell sell during those times so uh

that is also why well exactly what we're

going to be doing with house and it's

exactly what we're seeing in various

different markets throughout area that

we're trending towards more pain that's

what I'm saying

10% yes look we had a 10% to 20%

correction from March to May of 2022

down to the winter of 22 then we

recovered from January to about

September but I think September's going

to be your high August September comps

are going to be your high in Texas

probably July is your high and then you

start seeing an inflection all the way

down to the end of the year that's good

for Real Estate it's an opportunity for

Real Estate but it's not a 2008 it's my

opinion I'm giving you my opinion I see

10% this winter and it's a buying

opportunity we have way more certainty

on inflation than we did in

2022 and we're continuing that Trend now

we need to get uncertainty away in some

of these other issues and those are

going to go away in

time then as far as the stock market I

don't see stocks going back down to 2022

levels that's because there's no Paul

vulker however it will be very difficult

to stock for stocks to break through

resistance levels it's for like Tesla to

hit new highs or otherwise it will be

very difficult for stocks to hit new

highs how long are we going to have

these uncertainties about a year thanks

to the election I think once we get to

the election 2024 cycle you're going to

want to have allocated to stocks now

keep in mind I'm also a big fan of you

considering allocating to house Haack

the minimum to invest is now $5,000 you

have a deadline between now and November

1st to invest so check that out uh we

plan to close the fundraising round for

this year uh by November 1st we're not

sure if we'll bring it back that's

because we're going to focus all in on

buying real estate between November and

December so it's my thesis my thesis is

very very clear do I think we're going

to face World War I no but the

uncertainties of World War I will be in

our

face the killing of

children is is so

disgusting and unfortunately we're going

to see more of it and breaks my heart I

have twins due probably within the next

2 to 3 weeks here I could never imagine

that

look markets hate uncertainty that's why

Gold's Rising that's why oil's Rising

that's why yields are so high it is an

uncertain time but I don't think our

economy is destroyed one day the dollar

will go to zero and the debt crisis will

blow up but not this time buckle up for

a ride but these are the times to

educate yourself to provide more value

to your employer to make more money to

invest because I still believe it come

2033 that's 10 years from now we're

going to look back and go yeah inflation

was transitory wow those were a lot of

conflicts we were in WoW interest rates

on home are now

1.8% real assets are going to do really

well then if that ends up turning out to

be that

case with that said check out those new

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Banners at the top at meetkevin.com

keep in mind that even though I'm a

licensed financial adviser real estate

broker and I'm becoming a stock broker

this video is not personalized Financial

advice or real estate advice for you nor

is a tax legal or otherwise personalized

advice this video is generalized

information and this video is not and

shall never be deemed reasonably

sufficient information for the purposes

of evaluating Securities thank you so

much for watching have a great weekend

goodbye why not advertise these things

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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 there financial analyst and

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