YIKES... this is bad.. just "months left"
FULL TRANSCRIPT
12 to 14 months left this is a major
warning from a company with
134,000 employees Donald Trump also just
spoke with the president of Mexico Joe
Biden is spending money like a drunken
sailor trying to give everybody favors
before he leaves office we got to talk
about what just happened with Rivia and
what just happened with Ukraine and we
got to talk about what's going on with
this Market because I'll tell you some
things are starting to feel a little
little toppy toppy toppy and so people
are starting to want
what is going on well let's get started
with the facts first things first
initial jobless claims this morning
Coast pretty much at expectations
problem though continuing claims for
unemployment the people who still can't
find a job because now all of a sudden
when you go apply for a job how many
more job applicants are there twice as
many job applicants as there had been
before the pandemic so if before the
pandemic there were this many applicants
there are now twice as many applicants
for the same freaking job so it's really
hard and so now continuing claims for
unemployment people who are stuck on
unemployment are now at the highest
level that we have seen since the
pandemic and the 90day moving average is
moving up up 11.8% this year and usually
when it starts trending up it doesn't go
down until you actually have a recession
flush out all the gunk like this company
with 140 34,000 people who says they
have just 12 to 14 months left it's
literally them they are literally saying
we're running out of cash it's really
bad now I want to get into the details
of this particular company I want to
tell you what Donald Trump just said and
I want to tell you exactly what Biden is
doing and what you should be thinking
about here for investing but first it's
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ever go to me kevin.com okay so what's
going on here first we've got this creep
up of continuing claims which is not
good highest level since the pandemic
and we've got inflation coming in soft
which is a way this morning at least at
expectations which is kind of a way of
us being able to say hey Neil casari
thanks bro you gave us a heads up
yesterday that you had fewer inflation
concerns and more concerns about the
labor market which then we got the FED
minutes which basically told us the same
thing because what happens when a
company with 134,000 people has to shut
down we're going to have a big
unemployment nightmare serious nightmare
so what is Joe Biden trying to do to
prop things up and what is Donald Trump
doing is Donald Trump sticking to his
tariff mandate well maybe not first of
all Biden is throwing money at this
Biden is now throwing another $725
million at Ukraine uh and this is
probably going to be in the form of
weapons uh including human land mins
that have now been approved by the Biden
Administration is to in addition to that
uh you have 6.6 billion going to rivan
in the form of a loan to build that
Georgia Factory just 40 Mi east of
Atlanta that they actually stopped
building because they realized they were
losing $440,000 per vehicle that they
manufacture it's just not profitable to
build another Factory for rivian because
they don't have the freaking cash flow
to do do it except now what are they
getting they're getting a sweetheart
loan listen to this this is crazy $6.6
billion includes the interest payments
that they need to make over the term of
the loan they're including $600 million
of Interest rolled into the term of the
loan so they don't actually have to even
make payments on it they're literally
going to get $6 billion and the interest
payments are built into it which is
crazy now at some point obviously
payments will begin but right now the
company is so cash flow negative uh you
know they can work out repayment terms
under What's called the advanced
Transportation financing initiative
which is actually a 2007 act which is
back you might remember the troubled
assets relief program all the way back
in the recession of 2008 it's actually a
a bush program uh but uh Biden has just
been milking the crap out of this loan
he gave $9.2 billion to Ford as well to
get some of his battery factories going
up I think it was in Kentucky and
Tennessee but look the automakers are
struggling and I I think Biden at least
or the Biden Administration either
they're trying to do big favors or they
realize these companies employ a lot of
people and when you start losing or
laying off your manufacturing sector
because you just can't sell cars right
now I mean we already saw what was
happening with Volkswagen Volkswagen was
complaining uh about laying off
somewhere around 10% of their staff
they're talking about potentially uh
closing well anybody who's left also
potentially having pay cuts of up to 10%
uh they're talking about potentially
closing three different factories
restructuring due to economic issues and
having trouble selling Vehicles the same
thing is happening with this other
company we're just about to talk about
but it's also happening with rivan it's
probably to some extent also happening
with Tesla given that Tesla is now
really pushing their new referral code
where you get an extra basically $2,000
off certain Vehicles like the cybertruck
I think the S is in there the x is in
there and I think the Y and the three
are $1,000 but it's hard to sell right
now and you don't want to lose a lot of
employees because you're going to walk
right into a recession so what's this
company that has 12 to 14 months left
yeah folks Nissan Nissan literally is
now looking for a new anchor investor
not to be confused with like an anchor
tenant for real estate in a strip mall
literally an anchor investment to quote
help them survive per the financial
times Renault is selling down their
partnership they used to partner with
him and now Nissan literally says they
have 12 to 14 months to survive
that's it don't even add to that the
Trump tariffs now look Nissan obviously
only employs somewhere around 20% of
their Workforce in the United States but
it's also the supply chain impact right
you lose let's say Nissan goes BK you
lose all your people that are working in
the United States which is probably
somewhere around 25,000 you know
globally 134,000 you're also crushing
the supply chains around that which is
not good that hurts hard and I'm telling
you this place is a zombie I mean you
look at the cash they have on hand their
cash on hand fell by almost half in a
span of 6 months down to $1.3 billion
yeah they have a lot of sales Finance
receivables but you know what those are
right they're basically toxic auto loans
okay they're not all toxic but when a
local dealer is like hey I just closed
the deal with financing Nissan corporate
is basically like yeah we'll buy it
because we want you to focus on selling
cars we'll deal with the debt cool now
Nissan's like hey everyone I got uh $9
billion in debt and I got $1.3 billion
in cash uh oh crap I need more money uh
to just sustain my operations well good
thing I have these $7.3 billion in toxic
loans on cars that are now worth a whole
lot less than they used to be
worth does anybody want
them okay we're running out of money we
might go bankrupt yeah it's not good
this is really bad
I mean you can look at these numbers
yourself I just gave you the bottom line
on it but it's not good their cash flow
is not going to sustain them this is why
they're talking about we've got
literally 12 to 14 months left and and I
want you to see it yourself okay just
type in Financial Times Nissan into
Google and what do you see Nissan seeks
anchor investor to help it through make
or break 12 months when you go through
some of the quotes in this article I'll
bottom line it because I respect your
time they say we have 12 to 14 months to
survive all options are being uh
considered we are seeing declining sales
in the United States and China quote
this is going to be tough and in the end
we need Japan and the United States to
be generating cash for us otherwise we
go BK Nissan has 34% uh a 34% stake in
mitubishi which is also now going
through a 24% emergency cut this is all
coming at the same time as you had GM
sell off like 7% yesterday and not
everybody here likes GM but it's a
pretty All-American brand why because
Trump was promising 25% tariffs on
Canada and Mexico and GM's got a ton of
plants in Canada and Mexico because the
very plan that Trump came up with the
United States Mexico uh Canada Alliance
trade
Alliance encouraged exactly that uh and
so now these companies are basically
getting beat up for that and Donald
Trump is using this as leverage to get
what he wants at the border or with the
fentanyl crisis so today I mean props to
him because he knows how to get a
negotiation going notice as soon as he
starts threatening 25% terrorist what
happens shine bomb of Mexico gets on the
phone with Donnie T and we can only
imagine what Donnie T said but let's put
it this way now you got shine bomb going
hey okay okay we are going to stop
border
crossings no indication on tariffs she
didn't say if Trump lets go of the
tariffs she just said we're going to
make it happen we're going to stop the
border
crossings you know I mean to me I'm just
going to try to read between the lines
here and uh I think uh this conversation
went a whole lot like
this shine bomb no more
Crossings 25% day one
otherwise uh uh no more Crossings no
fentanyl no
tunnels yes Mr
Trump I don't know I don't know maybe
maybe not I don't know find it very
interesting at the same time we got the
Federal Reserve rate cut odds now at a
2/3 chance at uh
1623 uh California time on today is the
27th and uh you are three basis points
uninverted so you are barely barely
uninverted here on the yield curve which
is a little bit of a red flag that we
are still very close to the early
Innings of the crisis that everything is
going through here so not only do you
have Nissan panicking Volkswagen
panicking Honda thinks they might end up
partnering with Nissan but Biden's
giving away money like crazy just to try
to prop up the rest of his legacy long
enough to get out of office before
things really hit the poopy dupies now
real personal spending actually went up
in some of the data this morning but
listen all people are doing is saving
the rest of their buffer they're going
to get freaking screwed if they don't
save money going into this disaster this
is exactly why and and I just want to
speak to you directly I made this
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time this course comes out it will be
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some moves there's not a lot you need to
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we're going to talk about that uh and uh
when the course comes out in uh on
December 17th but I I really listen I'm
a licensed financial adviser uh this
this course is really not designed to be
personalized Financial advice for you or
legal or tax advice but basically a
summary of like look I've had a lot of
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secrets to Skyrocket your wealth in 2025
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$299 now what else did we have well
something else that we really have to
pay attention to is what's going on in
Bitcoin and gold these are proxies of
inflation concerns and risk so what are
we seeing well what we're seeing in gold
is that inflation concerns are coming
down we're off of that 27 to 2800 level
what are we seeing in Bitcoin we're
getting stuck we're stagnating just
above that 95,000 level talked about
that a little bit this morning uh I also
about this morning said if we go bearish
we're going to probably go to 505 this
morning on QQQ look at what happened we
literally went to 505 on QQQ I write
down those predictions so you get those
when I have trade alerts those trade
alerts starting December 17th are also
when they're Trump related which is
going to be pretty much everything under
Trump they're going to be going through
both the stocks and sight course and
that Trump course that Trump and omics
course so again it's a smok and hot deal
if if you haven't gotten in yet get the
perspective that's there uh what else do
we have so uh then we've got obviously
markets are closed tomorrow for
Thanksgiving I will be posting a lot of
content I may even be live to hang out
with you for Thanksgiving uh and then we
have a half day on Friday as far as
catalysts which I want you to pay
attention to the most important Catalyst
going forward the absolutely most
important thing going forward jobs baby
jobs write these dates down because they
are probably the most important dates
you can put on your calendar right now
next biggest Catalyst for the future
direction of this Market jobs report
what are the dates for this Kevin next
one December 6th December 6th is going
to get you the November jobs report we
specifically want to see are revisions
going to come down for uh for the 14,000
jobs that we had or are we going to get
revised up and maybe that 14,000 was too
low and maybe we'll end up getting a
revision up which would be nice and
welcomed because it would mean hey you
know maybe things aren't actually that
bad and we could get to say 50k or or
70k or some positive revision that would
be very good that would be bad for bonds
but it would be really good for the
stock market if you get a revision and
it pushes us negative very very very bad
and the trend right now on labor is not
that great fed is is ready to cut bigly
if we get weakness in jobs and so mark
your calendar for uh December 6th also
mark your calendar for January 10th
which is when we'll get the January or
December data and then we won't actually
get the January data until February 7th
that's when I really think we're going
to get the big layoffs but we'll see
buckle up my friends I love you all I
appreciate you all I'm going to be here
for you no matter what adding
perspective and giving you whatever
advice I can on the channel in the
member live streams when we do
fundamental analysis you get all the
course member live streams in the
trumponomics course you also get real
estate analysis so let's say your stocks
member today and you also want real
estate analysis you're thinking about
buying your first home we're expanding
what we're doing for the live streams
we're expanding the analysis sections
that we're doing it's going to be really
really fun you're going to learn a lot
so uh really look forward to helping you
out and um have faith go to me kevin.com
and know that nobody's going to provide
more value than me thank you so much for
watching we'll see you in the next one
goodbye good luck do 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
Go congratulations man you have done so
much people love you people look up to
you Kevin PA there financial analyst and
YouTuber meet Kevin always great to get
your take
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