---
title: 'Trump Dials Back Iran Threats, Stocks Rebound, Cautious'
source: 'https://youtube.com/watch?v=TBDkI3l7rmM'
video_id: 'TBDkI3l7rmM'
date: 2026-07-28
duration_sec: 3485
---

# Trump Dials Back Iran Threats, Stocks Rebound, Cautious

> Source: [Trump Dials Back Iran Threats, Stocks Rebound, Cautious](https://youtube.com/watch?v=TBDkI3l7rmM)

## Summary

In this live stream, Kevin discusses the market's reaction to Trump dialing back threats against Iran, strong economic data, and technical resistance levels. He analyzes Apple's valuation, oil price trends, and consumer spending, concluding with a cautious but optimistic outlook.

### Key Points

- **Taiwan Semi and Unemployment Claims** [00:20] — Great numbers from Taiwan Semi and positive unemployment claims data, though claims are a lagging indicator.
- **Key Resistance at 627** [01:01] — The market tested the 627 level but failed to close above it, prompting caution despite bullish news.
- **Nvidia Valuation** [02:37] — Nvidia is selling cheap relative to its earnings, making it a potential bargain.
- **Apple's PEG Ratio** [05:00] — Apple's PEG ratio is 3.34, considered high, but Kevin believes Wall Street underestimates Apple's growth, especially with AI.
- **Amazon's Copper Investment** [08:00] — Amazon is buying America's first new copper output in a decade to secure power for data center construction.
- **Consumer Spending Strength** [10:45] — The American consumer continues to spend and borrow at a healthy clip, supported by retail sales data.
- **Political Independents Rising** [12:57] — 45% of adults now identify as political independents, a trend that has been rising for 15 years.
- **Oil Tanker Seizure** [16:02] — US forces seized a sixth oil tanker from the 'dark fleet' transporting sanctioned oil from Venezuela.
- **Oil Price Downtrend** [22:04] — Oil prices have been in a downtrend since 2022, with rig counts peaking in 2023, suggesting recession-like conditions outside AI.
- **Venezuela Oil Resumption** [30:12] — Venezuela will resume oil exports to the US, adding to supply and pressuring oil prices.
- **Deflationary Forces** [39:11] — Supreme Court tariffs likely struck down, China exporting deflation, falling oil, and Suez Canal reopening are all deflationary.
- **Geopolitical Buying Opportunity** [45:05] — Historical geopolitical issues have been buy-the-dip opportunities, though uncertainty remains.

### Conclusion

The video presents a cautiously optimistic view, highlighting multiple deflationary forces supporting the economy, but technical resistance at 627 and geopolitical uncertainties warrant patience.

## Transcript

then the dollar. Well, we just did some wonderful analysis in the course member live stream. Fantastic fundamental deep dives on a few every day and then we come in here and we're like got to stretch all that hard
work. Uh but anyway, no. Hey, broadly numbers today overall. I mean, Taiwan semioo such good numbers. Uh, great numbers out of Taiwan semi. Great numbers on unemployment claims and continuing
claims. Those are obviously a lagging indicator, but still short-term indicator, but still short-term positive. We got dialed back on threats against Iran. Trump dials back threats against good old Vladimir Putin. I mean,
Jerome Powell. I don't know if we can tell the difference. That's something Trump would say. Uh, and uh uh and then of course uh you know, here we are. Uh we are knocking on the door of 627. Again, this was the
line. This was our test this morning in the course member live stream in the alpha report. In the alpha report this morning, we said don't do anything until 5 minutes goes by because if we lose 627, you need to prove we could get
through 627. So even though everything was bullish this morning, the first five minutes, what happens? Profit taking stalk down. And then we
were in the live stream. I'm like, "Guys, we lost 627. This is what we thought a risk was in the first 5 minutes. We set it in the alpha report. report is telling you not to do something
and we go before you do anything. Wait to see if we can actually break out of the 627 line. It's a very important line, folks. We couldn't even get one
minute to close over 627. So, as much as I want to be enthusiastic and bullish, we should be cautious. The technicals tell us this exactly.
more tea. Anyway, so watch the technicals. In my opinion, they they you know, we're creating opportunities. Uh, like I think it's hilarious that so much money is going towards a lot of these small caps
like Dave and Busters and Fun that are frankly more on the brink, you know, more relying on a pretty impoverished consumer and it's creating discounts at frankly a lot of companies. I mean, even Nvidia is selling cheap relative to its
earnings and it's remarkable. Now, obviously, there's, you know, a lot of hedging going on because of artificial intelligence hardware, but I'll tell you still, it's it's impressive uh, you know, the numbers that some of these
generating, but what they're selling for, whether it's TSM, Microsoft, Netflix, Meta, you know, Apple's been on a little bit of a downrode lately. Although, let me see. I don't know if Apple's got the cheapest valuation.
Apple, Apple, Apple, Apple. Let me throw them in really quick. I haven't done Apple in here. We have uh we have a special we have a special tab where we like to put these things. It's our song tab. And uh
it together really quickly. We'll just call it valuation check. And we'll submit it together. So we'll do APL. I'll go with uh like
So we'll do APL. I'll go with uh like some kind of gray logo for Apple. Uh okay. Apple. So, what we have for Apple? So, what we have for Apple? Apple. Apple. My favorite Apple. Uh, and
geopolitics that we've got going on as well. well. So, uh, forecasts for Apple. By the way, Taiwan Semi gave a bullish outlook for high-end smartphone, uh, chips, which is
theoretically bullish for Apple. 2026 estimates for Apple, $823. Growth forecast for Apple coming in at 11.1 9 8.2 9.5 for the next four years.
That puts me at about a 9.45 average. I'll just Yeah, I'll I'll I'll match Wall Street on that. I'll go with that. And Apple is such a high margin producer and a contract manufacturer.
We'll go with a service valuation for them. So Apple them. So Apple should be Apple. Apple.
the valuation on Apple. Daddy Kevin made a little oopsies. There we go. I a little oopsies. There we go. I accidentally duplicated it. Okay. So [clears throat] we have Yeah, that's what I thought.
we have Yeah, that's what I thought. 3.34 peg. That's That's a little on the 3.34 peg. That's That's a little on the high side, right? So, uh, Wall Street, we could go green. Check that. Wall Street is forecasting
on, right? And uh yeah, puts Apple if if you factor that in at Wall Street's estimate, so not adjusted for Kevin's opinion, I actually think they'll grow faster than that. Uh
but I mean, even if they grew at 15%. You know, what's that going to bring You know, what's that going to bring them to? 260
that point. So they have to be like 16. If I put them at 16, they'd be they'd be they'd look a lot better. They'd be about 2 peg, you know, they'd have some impress with growth, which I think they could pull off if they finally come out
intelligence products, which they are, or they're trying to. You know, you're seeing it now with the um the software that they're trying to bring to uh numbers or whatever their Apple intelligence integration.
uh still in this massive wedge pattern over here on the cues and so far that breakout we've been looking for on Bitcoin uh has been happening. We talked was pretty equal setting up for about a $14,000 move. Uh I think we'll be
knocking on the door of 102 pretty soon. So, uh pretty impressive. Uh and I think uh I think it's coming. But um yeah, I wouldn't be surprised if Wall Street is underestimating Apple's growth. Somebody here says Apple's personalized AI will
here says Apple's personalized AI will kick for all iPhone users. I agree. I agree with that. Uh but uh for right now, we're we're we've settled down to now, we're we're we've settled down to the 100 DMA. And if you look at Netflix,
haven't bounced off anything. We're under both the 100 and the 200. We're now losing the 9097 support line, which suggests 77 is in the future. And this
is a cash cow, mind you. And uh Meta is another one that's about to lose 607 another one that's about to lose 607 again. It's pretty remarkable actually. Uh okay, good. So uh we'll watch this 627 reject. Let's go see what's going on
627 reject. Let's go see what's going on in the world. Uh pop that open. Let's get a little bit of our uh tea flowing.
Amazon is buying America's first new copper output in more than a decade. Why? Oh, for data center construction, right? Uh for the electrical lines. Wow,
that's incredible. rushing to secure the power and critical minerals necessary to build the infrastructure. That's remarkable.
the thought. Like, if you just kill everyone, uh, you send a signal and you everyone, uh, you send a signal and you send people home. Uh, it's crazy. Uh, let's see here. Sachs, that was a complete disaster. Amazon's going to
take a big L on Sachs. I wonder I think somewhere like a $425 million L. I mean, their stock's up, so the stock doesn't really care. It's just like a rounding $10. Oh, thank you for that. Somebody
small business?" I feel like I feel like you were like paid to ask that so I can put my affiliate link up. [laughter] Uh yeah, I'm I like I It's free, dude. Like Mercury is free. I think you get $250 if you use my link uh met
Kevin.com/bank or meek.com/bank whatever but uh it's really good. Uh highly highly recommend. I don't understand why it's free either. I don't understand why it's free either. So
okay let's take a look at this. Is the economy booming? Uhhuh. Okay. So what is this? On the heels of better thanex expected economic reports. Atlanta raised its estimates at a sizzling 5.3% annual rate. This is for
sizzling 5.3% annual rate. This is for the Atlanta uh Fed real GDP. Stop it. What is house hack? You know. [laughter] Yeah. Uh if this holds when the commerce
month, it officially suggests a remarkable rebound since the start of last year. Yeah. When the economy was actually shrinking. Correct. That is true. Uh, let's see. Robust tax season. The US
consumer seems to be flush. That's an interesting way to put it. Let me see if I can uh write down some of this stuff this stuff on the consumer.
Yeah. No, no spamming meme coins in the chat, please. I'm gonna have to put you in timeout. Okay. So, as the largest banks report profit rising, there's a note. The American
consumer continues to spend and borrow at a healthy clip despite uncertainty. Yeah. I mean, this this is normal. The consumer will always spend, right? Uh Wall Street Journal
oped uh reports consumer seems flush. uh keep spending and borrowing. This is normal, mind you.
This is normal, mind you. Very normal. Uh US consumers generally don't slow spending until they lose their jobs. Uh generally,
Uh generally, there we go. Okay. borrowing more or saving less. CFO says he sees a lot of discrepancy across
income brackets. Retail sales up point6 in November. Commerce department said up in November. Commerce department said up sharply uh from October. Sales were up uh across categories at the beginning of last year. Specialty
shops retail sales did rise uh rose 0.6% in November. Uh, which that's actually phenomenal because if you think about it, uh, you know, this was a beat.
That works out to 7.2%. sales were up. Specialty home improvement even rose. Wow. Um,
improvement even rose. Wow. Um, home improvement, uh, specialty stores up. There we go. Uh, yes. As for expectations, consumers have expressed caution, negativity to pollsters.
Consumers have not evolved into full-blown exuberance. You know, sure. Speaking of the Fed, independence of the Fed, already know about independence of the Fed stuff, so I'm going to skip a lot of
that. What do we have here? 45% of adults identified as political adults identified as political independents. Hell yeah.
either Democrats or Republicans. That's interesting. I didn't know that. I didn't know it was that that much recently. 45% of Americans identify as
uh independents now. Uh 27% Dem or Republican. Huh. Uh 27% Dem or Republican. Huh. [clears throat]
Independent percentage has been rising the last 15 years. Uh okay. That's the tilt towards Dems. That's what you're going to see in That's what you're going to see in midterms.
Huh. See, they didn't actually really tell us much about the economy. Party identification has been slipping last 20 years. Yeah. Blah blah blah blah
surprising. Everybody seems to be picking up on the party identification. picking up on the party identification. Okie dokie.
insurrection act in Minnesota protest. Warner doesn't need to disclose Netflix deal details. Oh, there's a win for Netflix. Ice targets meta site under construction. Oh, wow.
Why? Why are you attacking data centers now? Seizing the oil tanker. Let's take a look at both of these. ICE agents target started targeting data
centers. Traffic stops on dump trucks on the way to the site. Two drivers were arrested due to Two drivers were arrested due to immigration status. Wow,
build a bunch of data centers. Oh, let's deport the people building them. Okay. Uh, US forces sees the sixth oil tanker. Oh, here we go. Let's talk about oil for Oh, here we go. Let's talk about oil for a little bit. And sixth sixth oil
tanker. Uh, seizure. A pre-dawn raid launched from the US Gerald Ford in the Caribbean. That's kind of cool. I feel like that would be
fun to do, you know? I want to be a raider uh in a carniv. in a carniv. That's very cool.
Let's see here. Moving to protect the dark fleet.
dark fleet that transports sanctioned oil.
significant impact on Venezuela's exports. loading crude at Venezuela's ports are loading tankers bound for the US. Lol.
cuz we're taking it. Working with the Venezuelan government to receive crude. They've been blocked from going to China. Uh
Uh let's see. Whether or not the dark fleet will be able to resume shipping to China basically can't be known. Very interesting. See what people say about it.
the power to enforce sanctions but didn't use that power until recently. I saying we will not trade with a country who trades with a belligerent than capturing ships. Uh-huh.
Yeah. Then of course people get into bagging on Biden. It's pretty normal. bagging on Biden. It's pretty normal. Okay.
how is oil pricing looking right now? Oh, down a lot. More than Yeah. 4% after Oh, down a lot. More than Yeah. 4% after Trump uh you know tentatively walks back
Trump uh you know tentatively walks back from uh strikes. moment, but I want to see if there's anything else on oil here.
oil because oil helps the consumer, mind you, right? Like oil's downtrend has you, right? Like oil's downtrend has been going on for a while.
Yeah, we have been on a downtrend of oil on oil prices since 2022, economy has really held up during that time. Uh, it seems to be just I wonder time. Uh, it seems to be just I wonder what what the rig counts are right now.
Uh, oil rig counts. China says, "Kevin, I've been a course member since 2018. 28 with 500k of home equity. I'm thinking of doing a cash out refinance for $535,000. Rate would stay the same. Payment would go up 2K.
want the cash for DCA into the Q's and the small cash buffer, man. Wow, that's the small cash buffer, man. Wow, that's ballsy. Let's Let's refinance at the top of the market and put it into the market. I don't know, man. Why?
Like, obviously, I can't give you personalized advice, but wh why? Like, go make some more money. Don't touch your equity. Why why rob from your house to have a higher monthly payment? Like what's your income? You
here is what's your income? You know, if if watch your income's like seven grand if watch your income's like seven grand a month, you know, and then you're like, "Oh yeah, I'm going to just pay 28% of more of my income so I could go throw it
more of my income so I could go throw it into QQQM or whatever." That just sounds into QQQM or whatever." That just sounds bad. It's a speculation at its finest. using margin, but I don't know, man. You can't convince me to be for that, man.
That sounds It just doesn't sound good. That's not That's not cautious. You do that when when when Kevin's a 10 out of 10 on the bull the bull scale. You know, you do you re you crack the refinance nut when everybody's bitching about how
low stocks are and how the stock market crash has bankrupted them. That's when you crack that nut, dude. Top of the freaking market. Oh my god. Sorry. Nah.
freaking market. Oh my god. Sorry. Nah. Nah, man. That's crazy. That's crazy. All right, so what are we doing with rigid counts? rigid counts? So,
actually coming down. Baker Hughes. Let me get a chart.
so hard. Oh, here we go. Wow. Wow. So, yeah. recounts have been collapsing.
Uh it's very interesting. You know, AI is booming so much, but I think the the underlying economy outside of AI, you know, oil is trading like we're in a recession, right? So, um
we're in a recession, right? So, um let's slap some of these things in here.
you're you're going to get under the break even cost for rigs, right? So, uh break even cost for rigs, right? So, uh oil, well, this is just a fact. Uh oil
prices have been on a downtrend since 2022. 2022. Uh rig counts peaked in 2023. Uh IMO oil trades like we're in a
Uh IMO oil trades like we're in a recession. Uh we're not technically uh recession. Uh we're not technically uh due to AI spend, right? due to AI spend, right? Uh as a result
uh as a result we get falling uh gasoline prices at the pump. and lower input costs. Uh disinflation, you know, this is why I think that, you know, this we'll broadly continue to see
disinflation. It's not just this, but it's also uh says if you buy STRC with margin, you could get 20% ROI. Yeah, STRC is going
to bankrupt a lot of people. I'll just leave it there. So very interesting. Okay. So this is the very interesting. Okay. So this is the decline in oil
oil? But we know that it dropped because of talk about this. But uh I because of talk about this. But uh I want to see broadly what else on Iran.
Iran. That's all they're talking about. So only Iran. [sighs] All right. I mean there's more going on than just Iran.
Is there any news on what's going on in Venezuela? Yeah, exactly.
Uh, let's see here. Who's really running Venezuela, right? That's that's the big Venezuela, right? That's that's the big question right now.
Okay, I can pull this. Hold on a sec. So, who's really running Venezuela? Cuz I paid for it over here. I just have to go to a different tab. Who's running running Venezuela?
See if I can get that article. So, I want to see what they say. So who's actually running Venezuela? Deli leads Kabal military of power supported by a wide network of loyalist security
wide network of loyalist security agencies system has remained intact. Oh, and it just kind of breaks down who the players are. Yeah, that's interesting. But I a lot of Venezuela is still going to be a big
goal TBD. What ends up happening there? It's not really regime change, you know, nothing's really changed. Uh, okay.
you serious? How am I supposed to buy more of it? on. I mean, like, I got a bunch of money in it, but I want to buy more of it.
saw that. Open AI. Fine. Not too much there. Open AI. Fine. Not too much there. What's the economist got for us?
from San Banks to government. You can come at the king, but you best not miss. Yeah. Yeah. Uh let's see here.
Passive investing a bubble. Well, I mean, you've kind of already seen a lot of the Mag 7 slow down, but the valuations don't seem that bad on a lot of the Mag 7s, except for Tesla. All the other Mag 7s seem really
Tesla. All the other Mag 7s seem really uh pretty cheap. So that'd be a counter. Oh, this is an old piece. about Bur was even talking about this back in like 2018.
Bipartisan secret meeting to reshape FEMA. Ooh,
after being attacked. After being attacked with a shovel and a arrest. Wow. A shovel. That's an interesting weapon of choice.
So Iran's really trying not to get bombed, it looks like. the Times? What do we have here? Trump threaten sale. We saw that.
threaten sale. We saw that. Uh, federal agent shoot. We saw that. know it's actually not terrible amount of like financial news today. Let's go to the what what do the doomers have for us? Doomers in journal.
Private credit drops safeguard to win deals. What is this? leverage debt from Wall Street is coming at a cost. Safeguards that made them
less vulnerable to an economic downturn. Uh-huh. Once rare, the same kind of leverage loans are becoming increasingly common. Uh-oh. Large borrowers with more cloud are pushing for and getting so-called covenant light terms. Oh,
right. Yeah, that is risky for the private equity companies, but it's better for the uh for the companies not to have the uh for the companies not to have all these sussy loan terms.
really, not tightening credit. This is actually kind of bullish, frankly.
Right now, let it top quality borrowers will command looser terms. after the private credit stress we saw last year, they're like, "Oh, yeah.
Let's just let's just go into 2026 having even fewer standards. [laughter] having even fewer standards. [laughter] That's crazy.
Oil. Anything else on oil over here? Iran tensions ease. We know that. Uh, IAEA reports that US crude inventories rose. Venezuela will immediately resume oil imports.
the US now. So that's another factor. It's not just this Iran thing. That was actually another factor that I was looking for is what else is contributing looking for is what else is contributing to this. So, uh, Iran was, um, or sorry,
Venezuela, uh, Venezuela uh, Venezuela was temporarily blocked, uh, in December was temporarily blocked, uh, in December from exporting oil, uh, restricted, uh,
from exporting oil, uh, restricted, uh, global oil market. Uh, that's now lifted. Uh, except that oil is going straight to the US. straight to the US. So, our blend of oil is under 60 again,
So, our blend of oil is under 60 again, right? Yeah, we're at 59. right? Yeah, we're at 59. Aha.
to go like drill baby drill in Venezuela, right? Over a near-term over Venezuela, right? Over a near-term over supply
risk. Uh let's see here. Uh let's see here. Where is Hallebertton?
the Hallebertton CEO upbuilt about Venezuela. Swiftly re-enter Venezuela downplaying the risks.
providers were paid by the state oil company would build confidence right right assurance from payment.
Uh Exxon says that Venezuela is uninvestable. Trump ruled out providing financial guarantees. guarantees. Well, good. That's great.
the 50 million barrels of oil we got from them. months rather than years. Wow. Now, that's very interesting. So Hallebertton
that's very interesting. So Hallebertton thinks they can be active in Venezuela in months. Uh that's huge. Uh most literature uh Uh that's huge. Uh most literature uh suggests uh it'll take years to really
suggests uh it'll take years to really see uh activity from Venezuela. Um you know they're already down a third, right? So there I think Venezuela
I think Venezuela uh before December was already down a third of their historic high
previous high. Um, Exxon says, uh, it'll take a lot of change in says, uh, it'll take a lot of change in Venezuela to make investing profitable.
Uh, Hallebertton doesn't seem to care. Hallebertton wants the lunch. [laughter] Hallebertton wants the lunch. [laughter] That's interesting.
Uh they'll jump into existing wells Uh they'll jump into existing wells first. That makes sense. Yeah, because you should be able to get them back to this. You know, you could
then theoretically uh two to 3x their production just by uh two to 3x their production just by going back to old highs, right? That'll take years. Okay, so new wells will take years.
Wonder what people say about that. The company that does not pay its bills. What? Hallebertton who were active in Iraq. [laughter] The jade. There's always jade in the comment section. That's why sometimes
There's another Venezuela update right here. be determined by IMF members. Voting majority Venezuela would have
access to STRs. Venezuela public debt default 180% of GDP. Venezuela remains deeply fragile. Right. Rapid currency deflation. Right. Right. Right. So IMF still warning that
Right. Right. So IMF still warning that Venezuela is deeply fragile. Makes sense. All right. How are our sticks doing? Oh, come on. It's at 12% now. This is some fugazi, man. Course members who
bought Figure with me at IPO, they're making bank. Um, this puppy's coming up on a double and not in a lot of time either.
Uh oh. Whoa. What is going on over here? Holy smokes. What kind of line is this? What the hell? Look at that. Somebody put in a fat market order all the way up to 630. Oh wow.
I don't know if that's a Weeble glitch or what, but I mean a lot of what I'm seeing out there data wise is pretty bullish. there data wise is pretty bullish. That's crazy.
Looked at the info. FT
Trump's unpredictable policies to fuel shift from US NATO troops in Greenland on a more permanent basis. Second person shot. Okay. Oh, has anybody ever seen the series Hijack on Apple TV? We just started watching it
Apple TV? We just started watching it yesterday last night. Pretty fun. to do with like a family to watch. I know we're we're only like one and a half episodes or whatever in but that was kind of entertaining.
So best of war in South Korea weakness like India tells companies to stop promising 10-minute service. Yeah, probably because it's unreasonable.
that's massive. Oh, that's huge. That's actually really deflationary. That's fantastic. No way. Oh, that's fantastic. I mean, just think about like some of
I mean, just think about like some of the stuff that's going on right now. the stuff that's going on right now. Uh so, so first of all, like um reasons to be bullish. Okay.
Uh oil prices structurally falling since oil prices structurally falling since 2022. Bullish spending, right? Consumer spending. Uh consumer spend. All right. Then we have
consumer spend. All right. Then we have uh Suez Canal trading reopening uh [clears throat] closed due to uh [clears throat] closed due to Houthies firing rockets at our uh
shippers um um during the uh Biden era, during the uh Biden era, right? Finally reopening. That's that's
deflationary, right? Uh, deflationary. Okay. Oil prices Uh, deflationary. Okay. Oil prices coming down. Deflationary. Okay. Now, watch this. Supreme Court tariffs likely to get likely that AIPA gets
struck down. Trump says he has other plans, but it's Trump says he has other plans, but it's a midterm year. Risky to use. Guess what a midterm year. Risky to use. Guess what that is? That's deflationary, right?
that is? That's deflationary, right? Okay. Um, labor market challenger and ADP suggest labor suggest labor began to rebound in December. Bullish
began to rebound in December. Bullish soft landing. Right. Then, oh man, what else? Trying to think of my list. Um, you know, China is exporting list. Um, you know, China is exporting deflation,
Um, you know, that's bullish. you know, that's bullish. Okay. Then you've got uh what else do we have here? Oil prices. We saw retail sales.
Uh, consumer keeps spending, which is bullish. bullish. Um AI
uh while there will always be bag holders, there will always be bag holders, you know, still booming.
Kagger via uh TSMC expected through 2020 uh via uh TSMC expected through 2020 uh 2030 which is pretty impressive.
uh that means you know Nvidia tech Nvidia's technology is also disinflationary chips and data centers right that supports supports application
productivity layer with cheaper costs I mean this is with cheaper costs I mean this is obvious like none of that is disputed so these are all like really bullish just facts Right. On top of that,
Republicans considering uh reconciliation 2.0, right? And remember what reconciliation 2.0 had in it. Just to look at some of the notes really quickly. Where was that puppy?
The beige book from the Fed wasn't scary, right? Uh let me see here.
Uh GDP and Beige Book not uh suggesting uh we're falling off a cliff. That's bullish. Look at this reconciliation, man. This is just like some of this we summary of it in case you haven't seen my whole video on it. um
my whole video on it. um more tax benefits for stockholders. more tax benefits for stockholders. Uh same thing for real estate holders. Uh real estate owners
real estate owners and for business owners. Uh >> okay. So
that was uh with with lower capital gains taxes, right? Uh example um inflation adjusted uh reduced capital gains taxes. Um tax-free sales of
homes to tenants or first-time home buyers. etc. Like these are just ideas right now, just ideas, but shows they really
now, just ideas, but shows they really want to run it hot. Uh it'll all add to want to run it hot. Uh it'll all add to the debt, bullish. What else? What else am I missing here?
What else? What else am I missing here? Uh so, [clears throat] These
obviously there are some risks, but um we're just not seeing the layoff but um we're just not seeing the layoff cliff yet. Layoff cliff in jobs still cliff yet. Layoff cliff in jobs still delayed. You know, maybe it won't come.
kind of impressive. This is huge, though, that they're reopening this. This is really good. It actually benefits Tesla as well, mind you. Uh, also benefits Tesla, their shipments to
also benefits Tesla, their shipments to Berlin. These actually help enable uh Chinese exports. Suez Shipman's help
too. It's 100 p.m.
pulling back on this. We don't know if Trump is bluffing or not. Either way, right, bluff or not on Iran, geopolitics, it has
on Iran, geopolitics, it has geopolitical issues have historically always been by the dip opportunities.
life?" Probably the TSM news. How much they're printing chips. They got to go they're printing chips. They got to go somewhere, right?
blah, blah. Yeah. Yeah. Yeah. Okay, we know. All right. Very interesting.
we are now at 5.3%. Real GDP that's in adjusted for inflation
uh for the fourth quarter. Remarkable. Just wild. rejected again. We just can't get through 627.
through 627. Yeah. Jeez, man. $63 on figure. Wow, Yeah. Jeez, man. $63 on figure. Wow, that's crazy.
Yeah, keep in mind if you want to get my top 11 stocks to buy and my fundamental analysis behind all of these. Yeah, surprise surprise figure is one of them. surprise surprise figure is one of them. Um, and it has been for a while. Go to
meet kekevin.com. Uh, you could use the birthday coupon code if you want. That'll expire on my birthday and then we'll have a big price increase again. courses, every trade alert, every private live stream, all the analysis we
do in the mornings, the archive of analysis. Uh, and also you could use the same coupon to get the Reinvest AI. We just got some really cool testimonials of of people buying homes using the Reinvest AI and they're finding great
deals with it. So, I'm personally very excited with what's going on. Nice breakout over here as well. Very, very cool. Okay, let's see what else. So,
Greer Honduras negotiations. Okay, that's not really news. Uh, let's see that's not really news. Uh, let's see here.
beautiful bill refunds, right? That's another thing. OBB refunds, you That's another thing. OBB refunds, you know, uh they'll certainly be
like a lot of that GDP. Well, I I that's my opinion, but uh a lot of GDP uh may be AI, but that may be benefiting
uh may be AI, but that may be benefiting from R&D tax credit uh R&D tax credits from R&D tax credit uh R&D tax credits and more rapid write offs, right? Which and more rapid write offs, right? Which is also good.
okay. [clears throat] Cool. We'll just check this.
So, where where was I? I don't know where I was, but anyway. Okay. Save that. Uh, okay. So,
So, when you have the Meet Kevin app and you buy it on the website, you'll you'll unlock the uh Oh, yeah. Look at the yield curve coming down now as well. See, look at that relaxation in the yield curve. It's actually pretty
exciting. Uh yield curve compressing again, which is good. again, which is good. Yes. >> [clears throat] >> Oh,
so that's good. What else? Man, I have to say this is all quite exciting. The second all this second wave of inflation stuff is just like I personally hope there's some kind of dump uh and and then you get, you know,
some opportunity to buy more. But uh I mean there are plenty of stocks that are mean there are plenty of stocks that are pretty cheap right now.
images with Grock. Yeah, that was getting a little out of hand. That was pretty crazy. So let's try to use X less.
Uh, it's a little it's honestly you had have to like filter the cesspool to find have to like filter the cesspool to find the nuggets. Uh, all right. Let's see here. What else?
What else? Not much else. Okay, so we checked CNBC. We checked Economist. Uh, we checked Yeah, that's wild. Oh, yeah. This private credit thing still expanding is
insane to me. Okay. insane to me. Okay. private credit expanding like it's it's private credit expanding like it's it's probably suggests the biggest bubble
probably suggests the biggest bubble ever is ahead of us, not behind us. You ever is ahead of us, not behind us. You know, you've got private credit know, you've got private credit expected to uh expand substantially in
expected to uh expand substantially in 2026. their exposure to 2026. their exposure to uh loans that are covenant light
wrong. Substantially uh in the face of what we saw at the end of last year. [clears throat] That's pretty remarkable. Somebody says SoFi is great. Let me see.
SoFi is great. Let me see. Uh, SoFi, Sofi, Sofi. I have so SoFi in here somewhere. I just looked at them not that long ago.
SoFi. Yeah, SoFi's been issuing a lot. Uh, and I think they're they're a great company, honestly.
blah blah blah blah blah blah. labor market.
Open AAI seeks suppliers for planned robotics and device push. Dude, anything feel like they just want to get into stuff to raise money. I don't know. stuff to raise money. I don't know. Maybe I'm like jaded,
pump. gold and silver pump is the inflationary concern. Uh you know it's relaxed a little bit but a lot of this is just you know fear-based right now. If we if the fears go away, right? If fears go away and
this bull bullishness manifests, I'm going to say this. If uh fears of going to say this. If uh fears of inflation fade in 2026, especially as AIPA go away, um
um gold and silver fears gold and silver fears uh aka inflation, debt, and geopolitical
could fade rapidly and you might see the worst crash in and you might see the worst crash in gold and silver since, you know, I don't know, a hundred years ago, you know, whatever. Like, that wouldn't surprise
me at all because the fears are what's create what are creating the support create what are creating the support right now. So, the fears go away. Oopsie dupsies, right? [clears throat]
Netflix. Yeah, I actually think that um know, what's AI going to do? Like Dualingo is selling off because people you need to learn a language for? You could just have AI translate for you.
could just have AI translate for you. Okay, fine. That may be true. But, uh really exciting is you're going to be able to create content substantially cheaper. like you need some person sitting there actually putting the
narrative together, prompting the AI, generating with the AI. And if you could at the same time film and have actors and supplement what they're doing with AI, what you're really doing is you're reducing the cost of production for
Netflix production. But I don't think you're going to type into, you know, Google or Gemini Video anytime soon and go, you know, give me a hit
14 season show like Walking Dead and you're going to have it. That's a very long time away. But, you know, if Walking Dead is filming on a green Walking Dead is filming on a green screen and then they're like, you know,
they could probably edit in an explosion 10 times faster with AI, right? So, what you should actually be thinking about is the synergy that comes from AI with people's whose full-time job it is to make good content. That's where the
money is, not in replacing Netflix. That's my opinion, you You know, and then obviously Netflix is an advertiser haven that isn't even a significant part of Netflix's revenue yet. Like the advertising side, that's just that's
just getting started, which is insane. They literally themselves call their advertising revenue insignificant and they just started. It's crazy. Sorry. Like I I get really excited about it. Um
so the worst gold crash since the gold rush. Yeah, honestly it it they it could say something like that. I'm situated in the hottest geopolitically unstable region region aka East Asia. I can
confirm nobody is feeling that anxiety much. Yeah, it's a lot of it's saber rattling and talk. Kevin, don't go to college. Learn to promp. No, learn learn to prompt is so 2023. You know, like I said, if you want to
have balls of steel, okay, if you're 19 years old and you want to have balls of steel, you're going to go to trade school on nights and weekends and college the other days or, you know, college two
days a week or whatever. You go neural nets and machine learning on one end. You work out your brain. Uh, and then you work out your brain and your muscles because you also need a brain in construction. uh learning a trade. You
will be bulletproof for a very long time. for a very long time. So, uh you know, that's my take. All So, uh you know, that's my take. All right, I'm going to go. I'm going to go
right, I'm going to go. I'm going to go eat something. I'll be back with some videos later. I love y'all. See you later. Goodbye. I love you. Go get the Me Kevin courses. Go get the Reinvest AI. It's amazing. You'll love
what's coming. By the way, the what what is coming is insane. Like once we get our valuation AI app, uh like the valuation AI algo released into the app is I feel like it's just going to 10x uh what the app already is, which is insane
what the app already is, which is insane what it already is. It's it's uh it's it's really fun. So, all right, folks. I was saying