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YIKES... this is bad.. just "months left"

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0:00

12 to 14 months left this is a major

0:03

warning from a company with

0:07

134,000 employees Donald Trump also just

0:11

spoke with the president of Mexico Joe

0:13

Biden is spending money like a drunken

0:15

sailor trying to give everybody favors

0:17

before he leaves office we got to talk

0:19

about what just happened with Rivia and

0:21

what just happened with Ukraine and we

0:22

got to talk about what's going on with

0:24

this Market because I'll tell you some

0:26

things are starting to feel a little

0:27

little toppy toppy toppy and so people

0:29

are starting to want

0:31

what is going on well let's get started

0:33

with the facts first things first

0:36

initial jobless claims this morning

0:39

Coast pretty much at expectations

0:42

problem though continuing claims for

0:44

unemployment the people who still can't

0:45

find a job because now all of a sudden

0:47

when you go apply for a job how many

0:49

more job applicants are there twice as

0:51

many job applicants as there had been

0:54

before the pandemic so if before the

0:56

pandemic there were this many applicants

0:58

there are now twice as many applicants

1:00

for the same freaking job so it's really

1:03

hard and so now continuing claims for

1:07

unemployment people who are stuck on

1:08

unemployment are now at the highest

1:11

level that we have seen since the

1:12

pandemic and the 90day moving average is

1:15

moving up up 11.8% this year and usually

1:18

when it starts trending up it doesn't go

1:20

down until you actually have a recession

1:22

flush out all the gunk like this company

1:25

with 140 34,000 people who says they

1:27

have just 12 to 14 months left it's

1:30

literally them they are literally saying

1:33

we're running out of cash it's really

1:36

bad now I want to get into the details

1:39

of this particular company I want to

1:40

tell you what Donald Trump just said and

1:42

I want to tell you exactly what Biden is

1:44

doing and what you should be thinking

1:45

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1:48

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ever go to me kevin.com okay so what's

3:01

going on here first we've got this creep

3:03

up of continuing claims which is not

3:05

good highest level since the pandemic

3:07

and we've got inflation coming in soft

3:10

which is a way this morning at least at

3:11

expectations which is kind of a way of

3:13

us being able to say hey Neil casari

3:16

thanks bro you gave us a heads up

3:18

yesterday that you had fewer inflation

3:20

concerns and more concerns about the

3:23

labor market which then we got the FED

3:25

minutes which basically told us the same

3:27

thing because what happens when a

3:29

company with 134,000 people has to shut

3:32

down we're going to have a big

3:34

unemployment nightmare serious nightmare

3:38

so what is Joe Biden trying to do to

3:40

prop things up and what is Donald Trump

3:41

doing is Donald Trump sticking to his

3:43

tariff mandate well maybe not first of

3:46

all Biden is throwing money at this

3:49

Biden is now throwing another $725

3:52

million at Ukraine uh and this is

3:55

probably going to be in the form of

3:56

weapons uh including human land mins

4:00

that have now been approved by the Biden

4:02

Administration is to in addition to that

4:06

uh you have 6.6 billion going to rivan

4:11

in the form of a loan to build that

4:14

Georgia Factory just 40 Mi east of

4:17

Atlanta that they actually stopped

4:19

building because they realized they were

4:21

losing $440,000 per vehicle that they

4:23

manufacture it's just not profitable to

4:26

build another Factory for rivian because

4:28

they don't have the freaking cash flow

4:29

to do do it except now what are they

4:31

getting they're getting a sweetheart

4:33

loan listen to this this is crazy $6.6

4:36

billion includes the interest payments

4:40

that they need to make over the term of

4:41

the loan they're including $600 million

4:44

of Interest rolled into the term of the

4:46

loan so they don't actually have to even

4:47

make payments on it they're literally

4:48

going to get $6 billion and the interest

4:52

payments are built into it which is

4:55

crazy now at some point obviously

4:57

payments will begin but right now the

4:58

company is so cash flow negative uh you

5:00

know they can work out repayment terms

5:02

under What's called the advanced

5:04

Transportation financing initiative

5:06

which is actually a 2007 act which is

5:09

back you might remember the troubled

5:10

assets relief program all the way back

5:12

in the recession of 2008 it's actually a

5:15

a bush program uh but uh Biden has just

5:17

been milking the crap out of this loan

5:20

he gave $9.2 billion to Ford as well to

5:22

get some of his battery factories going

5:24

up I think it was in Kentucky and

5:26

Tennessee but look the automakers are

5:28

struggling and I I think Biden at least

5:30

or the Biden Administration either

5:32

they're trying to do big favors or they

5:34

realize these companies employ a lot of

5:36

people and when you start losing or

5:38

laying off your manufacturing sector

5:40

because you just can't sell cars right

5:41

now I mean we already saw what was

5:43

happening with Volkswagen Volkswagen was

5:45

complaining uh about laying off

5:47

somewhere around 10% of their staff

5:50

they're talking about potentially uh

5:52

closing well anybody who's left also

5:55

potentially having pay cuts of up to 10%

5:58

uh they're talking about potentially

5:59

closing three different factories

6:02

restructuring due to economic issues and

6:04

having trouble selling Vehicles the same

6:06

thing is happening with this other

6:07

company we're just about to talk about

6:08

but it's also happening with rivan it's

6:10

probably to some extent also happening

6:12

with Tesla given that Tesla is now

6:14

really pushing their new referral code

6:16

where you get an extra basically $2,000

6:19

off certain Vehicles like the cybertruck

6:21

I think the S is in there the x is in

6:23

there and I think the Y and the three

6:26

are $1,000 but it's hard to sell right

6:29

now and you don't want to lose a lot of

6:31

employees because you're going to walk

6:32

right into a recession so what's this

6:34

company that has 12 to 14 months left

6:37

yeah folks Nissan Nissan literally is

6:40

now looking for a new anchor investor

6:43

not to be confused with like an anchor

6:44

tenant for real estate in a strip mall

6:46

literally an anchor investment to quote

6:48

help them survive per the financial

6:50

times Renault is selling down their

6:53

partnership they used to partner with

6:54

him and now Nissan literally says they

6:56

have 12 to 14 months to survive

7:00

that's it don't even add to that the

7:02

Trump tariffs now look Nissan obviously

7:05

only employs somewhere around 20% of

7:07

their Workforce in the United States but

7:09

it's also the supply chain impact right

7:11

you lose let's say Nissan goes BK you

7:14

lose all your people that are working in

7:16

the United States which is probably

7:17

somewhere around 25,000 you know

7:19

globally 134,000 you're also crushing

7:22

the supply chains around that which is

7:24

not good that hurts hard and I'm telling

7:27

you this place is a zombie I mean you

7:30

look at the cash they have on hand their

7:32

cash on hand fell by almost half in a

7:36

span of 6 months down to $1.3 billion

7:40

yeah they have a lot of sales Finance

7:42

receivables but you know what those are

7:43

right they're basically toxic auto loans

7:46

okay they're not all toxic but when a

7:48

local dealer is like hey I just closed

7:50

the deal with financing Nissan corporate

7:53

is basically like yeah we'll buy it

7:55

because we want you to focus on selling

7:57

cars we'll deal with the debt cool now

7:59

Nissan's like hey everyone I got uh $9

8:02

billion in debt and I got $1.3 billion

8:06

in cash uh oh crap I need more money uh

8:10

to just sustain my operations well good

8:12

thing I have these $7.3 billion in toxic

8:15

loans on cars that are now worth a whole

8:17

lot less than they used to be

8:19

worth does anybody want

8:22

them okay we're running out of money we

8:25

might go bankrupt yeah it's not good

8:28

this is really bad

8:30

I mean you can look at these numbers

8:31

yourself I just gave you the bottom line

8:33

on it but it's not good their cash flow

8:35

is not going to sustain them this is why

8:38

they're talking about we've got

8:39

literally 12 to 14 months left and and I

8:44

want you to see it yourself okay just

8:46

type in Financial Times Nissan into

8:49

Google and what do you see Nissan seeks

8:52

anchor investor to help it through make

8:54

or break 12 months when you go through

8:56

some of the quotes in this article I'll

8:58

bottom line it because I respect your

9:00

time they say we have 12 to 14 months to

9:02

survive all options are being uh

9:04

considered we are seeing declining sales

9:06

in the United States and China quote

9:09

this is going to be tough and in the end

9:11

we need Japan and the United States to

9:13

be generating cash for us otherwise we

9:15

go BK Nissan has 34% uh a 34% stake in

9:20

mitubishi which is also now going

9:22

through a 24% emergency cut this is all

9:27

coming at the same time as you had GM

9:29

sell off like 7% yesterday and not

9:32

everybody here likes GM but it's a

9:33

pretty All-American brand why because

9:35

Trump was promising 25% tariffs on

9:38

Canada and Mexico and GM's got a ton of

9:41

plants in Canada and Mexico because the

9:43

very plan that Trump came up with the

9:45

United States Mexico uh Canada Alliance

9:48

trade

9:49

Alliance encouraged exactly that uh and

9:52

so now these companies are basically

9:54

getting beat up for that and Donald

9:56

Trump is using this as leverage to get

9:58

what he wants at the border or with the

9:59

fentanyl crisis so today I mean props to

10:03

him because he knows how to get a

10:04

negotiation going notice as soon as he

10:06

starts threatening 25% terrorist what

10:08

happens shine bomb of Mexico gets on the

10:10

phone with Donnie T and we can only

10:13

imagine what Donnie T said but let's put

10:16

it this way now you got shine bomb going

10:18

hey okay okay we are going to stop

10:20

border

10:22

crossings no indication on tariffs she

10:25

didn't say if Trump lets go of the

10:27

tariffs she just said we're going to

10:29

make it happen we're going to stop the

10:30

border

10:33

crossings you know I mean to me I'm just

10:37

going to try to read between the lines

10:38

here and uh I think uh this conversation

10:40

went a whole lot like

10:43

this shine bomb no more

10:47

Crossings 25% day one

10:50

otherwise uh uh no more Crossings no

10:57

fentanyl no

11:01

tunnels yes Mr

11:04

Trump I don't know I don't know maybe

11:08

maybe not I don't know find it very

11:11

interesting at the same time we got the

11:12

Federal Reserve rate cut odds now at a

11:15

2/3 chance at uh

11:18

1623 uh California time on today is the

11:23

27th and uh you are three basis points

11:27

uninverted so you are barely barely

11:30

uninverted here on the yield curve which

11:32

is a little bit of a red flag that we

11:34

are still very close to the early

11:37

Innings of the crisis that everything is

11:39

going through here so not only do you

11:41

have Nissan panicking Volkswagen

11:43

panicking Honda thinks they might end up

11:44

partnering with Nissan but Biden's

11:46

giving away money like crazy just to try

11:48

to prop up the rest of his legacy long

11:50

enough to get out of office before

11:52

things really hit the poopy dupies now

11:55

real personal spending actually went up

11:56

in some of the data this morning but

11:58

listen all people are doing is saving

12:00

the rest of their buffer they're going

12:02

to get freaking screwed if they don't

12:04

save money going into this disaster this

12:06

is exactly why and and I just want to

12:08

speak to you directly I made this

12:11

pre-sale only $299 because honestly I

12:14

think every single person watching this

12:17

video should buy this course I'm I'm I'm

12:19

undercutting myself right here I think

12:21

there's a lot of value in these other

12:22

courses right here and these go

12:25

extremely deep but I think this is like

12:27

an emergency course

12:29

that you should watch because if you

12:31

could learn one thing that saves you

12:33

even just a fraction of a percent on

12:36

taxes you're going to way more than pay

12:39

for this course $299 is a drop in the

12:42

bucket go to me kevin.com I will be

12:44

raising the price substantially by the

12:46

time this course comes out it will be

12:48

coming out December 17th so you'll still

12:50

have a couple weeks there to uh make

12:52

some moves there's not a lot you need to

12:54

really do in 2024 there's a little bit

12:55

we're going to talk about that uh and uh

12:57

when the course comes out in uh on

12:59

December 17th but I I really listen I'm

13:02

a licensed financial adviser uh this

13:04

this course is really not designed to be

13:06

personalized Financial advice for you or

13:08

legal or tax advice but basically a

13:10

summary of like look I've had a lot of

13:12

clients in the financial advisory space

13:14

and I see the same freaking patterns

13:16

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13:18

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13:21

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13:23

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13:25

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13:28

changes so whatever happens with the

13:30

laws you will get an update from me in

13:33

the trumponomics course so go check that

13:34

out go to meetkevin.com uh and you can

13:37

pre-order it now the price will be going

13:39

up before it comes out so you you don't

13:41

want to miss this in my opinion this is

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a fantastic steal of a deal my team told

13:48

me I was way underpricing this like this

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is this is a $1,000 course with the

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value that you're going to get out of

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this my take my opinion anyway I hope it

13:56

works for you I I personally think it

13:58

will substantially work for you you're

13:59

going to love it uh best place to start

14:01

if you've never been a course member if

14:02

you're an existing course member you're

14:04

going to want it as well and is a great

14:06

price everybody's getting the same offer

14:08

$299 now what else did we have well

14:11

something else that we really have to

14:12

pay attention to is what's going on in

14:17

Bitcoin and gold these are proxies of

14:21

inflation concerns and risk so what are

14:24

we seeing well what we're seeing in gold

14:27

is that inflation concerns are coming

14:29

down we're off of that 27 to 2800 level

14:32

what are we seeing in Bitcoin we're

14:33

getting stuck we're stagnating just

14:36

above that 95,000 level talked about

14:38

that a little bit this morning uh I also

14:41

about this morning said if we go bearish

14:42

we're going to probably go to 505 this

14:44

morning on QQQ look at what happened we

14:46

literally went to 505 on QQQ I write

14:50

down those predictions so you get those

14:52

when I have trade alerts those trade

14:54

alerts starting December 17th are also

14:56

when they're Trump related which is

14:57

going to be pretty much everything under

14:58

Trump they're going to be going through

15:01

both the stocks and sight course and

15:03

that Trump course that Trump and omics

15:05

course so again it's a smok and hot deal

15:07

if if you haven't gotten in yet get the

15:10

perspective that's there uh what else do

15:12

we have so uh then we've got obviously

15:15

markets are closed tomorrow for

15:16

Thanksgiving I will be posting a lot of

15:18

content I may even be live to hang out

15:19

with you for Thanksgiving uh and then we

15:21

have a half day on Friday as far as

15:24

catalysts which I want you to pay

15:25

attention to the most important Catalyst

15:28

going forward the absolutely most

15:30

important thing going forward jobs baby

15:33

jobs write these dates down because they

15:36

are probably the most important dates

15:38

you can put on your calendar right now

15:39

next biggest Catalyst for the future

15:41

direction of this Market jobs report

15:44

what are the dates for this Kevin next

15:45

one December 6th December 6th is going

15:48

to get you the November jobs report we

15:52

specifically want to see are revisions

15:54

going to come down for uh for the 14,000

15:59

jobs that we had or are we going to get

16:02

revised up and maybe that 14,000 was too

16:05

low and maybe we'll end up getting a

16:06

revision up which would be nice and

16:08

welcomed because it would mean hey you

16:10

know maybe things aren't actually that

16:12

bad and we could get to say 50k or or

16:15

70k or some positive revision that would

16:17

be very good that would be bad for bonds

16:19

but it would be really good for the

16:20

stock market if you get a revision and

16:22

it pushes us negative very very very bad

16:25

and the trend right now on labor is not

16:27

that great fed is is ready to cut bigly

16:30

if we get weakness in jobs and so mark

16:32

your calendar for uh December 6th also

16:35

mark your calendar for January 10th

16:37

which is when we'll get the January or

16:39

December data and then we won't actually

16:40

get the January data until February 7th

16:44

that's when I really think we're going

16:45

to get the big layoffs but we'll see

16:48

buckle up my friends I love you all I

16:50

appreciate you all I'm going to be here

16:52

for you no matter what adding

16:54

perspective and giving you whatever

16:56

advice I can on the channel in the

16:59

member live streams when we do

17:00

fundamental analysis you get all the

17:01

course member live streams in the

17:02

trumponomics course you also get real

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estate analysis so let's say your stocks

17:06

member today and you also want real

17:08

estate analysis you're thinking about

17:10

buying your first home we're expanding

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what we're doing for the live streams

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we're expanding the analysis sections

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that we're doing it's going to be really

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really fun you're going to learn a lot

17:20

so uh really look forward to helping you

17:21

out and um have faith go to me kevin.com

17:26

and know that nobody's going to provide

17:29

more value than me thank you so much for

17:31

watching we'll see you in the next one

17:32

goodbye good luck do not advertise these

17:34

things that you told us here I feel like

17:36

nobody else knows about this we'll we'll

17:37

try a little advertising and see how it

17:39

Go congratulations man you have done so

17:41

much people love you people look up to

17:42

you Kevin PA there financial analyst and

17:45

YouTuber meet Kevin always great to get

17:47

your take

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