Speaker 1: 0:01

Felix here and welcome to this pre-market stream. Greed is good. Is the mood today? Goldman Sachs telling us to buy, buy, buy and buy some more? We'll run through what exactly they're telling us to buy and why they think this is just the beginning of another beautiful rally to come. Felix forgot his bag. Nothing in the bag. We're not a bag holder anymore, which is nice, isn't it? Low World says I can't wait for this one. Look forward to all his videos. That is very, very kind. Thank you very much. Appreciate that, as I appreciate the likes as well, because it will help spread our message a bit more and therefore can help more people.

Speaker 1: 0:40

Let me share with you what I put together for you in terms of research here pre-morning, and we'll talk about ASML as well. That's definitely on the list. But first Goldman Sachs, the lovely bankers that we all want to go and hug and kiss. They think that the S&P will be well north of 6,000 by the end of the year. 6,000 plus is what they're saying. Why, oh why, are they suddenly so bullish? Well, next week and I need to put that out there first is a big deal 37% of the S&P by market cap. So everybody who's important reports next week. So next week really, really, really, really, really matters.

Speaker 1: 1:27

Now, audio is still horrible, really. I've used a different mic today. That's weird. Is it horrible for everybody else too? Let me know, I literally swapped mics today. I thought that might fix the trick. Expectations E earnings expectations and that's what it's all about. Expectations are quite low because they've been revised down for the last couple of months. That should make for a pretty easy beat, unless you are ASML.

Speaker 1: 2:07

Audio is okay. Okay. Audio is good. Okay, for most of you it's good, which is good. Some of you are getting an echo Okay. All right, we'll take a vote on that in a second.

Speaker 1: 2:18

Now imagine for a moment that you would no longer do this madness where you buy at the top and then you exit at the bottom. Have you ever done that before? Most people keep doing that. If you want to learn how you actually spot the original breakout and it's much simpler than you think, there is actually a rule to it which has been around for decades, and I learned that in banking then I'll teach it to you completely free of charge. All you got to do is head over to phoenixfriendsorg slash get free Link is also down below and watch the 30-minute masterclass I put together for you. It might be 35 minutes. I talk a lot, so write down that phoenixfriendsorg slash, get free or bookmark it and do watch it after the stream, of course, because you wouldn't want to miss a second of this. Would you Sounds want to miss a second of this? Would you? Sounds like buffer fails? Bigger buffer Audio clicks has been in your videos for a week now.

Speaker 1: 3:10

I know that's why. This is literally a different mic, interesting. All right, I appreciate your feedback because that's the only way I already find out. I can hear it too, of course, but not laugh Now.

Speaker 1: 3:22

The real reason I think Goldman is bullish and I mentioned this previously is that we've got about a trillion dollars in buyback authorizations. That means buybacks that haven't happened yet. They're still going to happen, and I'm too high input level. Hang on, too high input level? Yeah, just not really. I can see it here, maybe a touch. Okay, I can back off a little bit from the mic. That might help, because there's a different one from yesterday, so the settings might be slightly different.

Speaker 1: 3:55

So the question, of course, then, is well, which companies are going to buy back most of their stocks and when? When are they doing it? I want to know. Well, here's the answer to that when do they buy the percentage of annual buybacks executions when the heads come off? 21% of it happens between November and December. That is the biggest buyback season of the year. You still get those click static things. Weird, because we've tried different cables, different mics, very weird.

Speaker 1: 4:28

Um, but thank you for the feedback. I shall, I don't know, burn down the building and rebuild it or something like that. Um, we'll find a solution. Um, I'm talking to the chaps at road, who are usually quite helpful. And there is more good news. So this is good news. Right, biggest buyer in the market Buybacks are coming on stream in November and December. Right, good news. You've written that down, which is good. Sounds like a buffering issue. Interesting, thank you for letting me know.

Speaker 1: 4:57

Updating or even rolling back audio code. Yeah, I've reset most things, chris, but I appreciate that, thank you. Yeah, I've reset most things, chris, but I appreciate that, thank you. People are too mic-temperamental, says Hugh. Okay, but we want it to be perfect. I appreciate that. That's always the goal Be as good as you can be and then get a little bit better, right? So, the largest seller in the market, and I warned you about that, I think, in September, august, and I said watch out for these guys. Mutual funds, party poopers. Their year end is on Halloween yes, seriously, and they manage a lot of money and because they report at the end of December, they tend to be sellers into that season tax reasons and so on and they don't resell any. They sell very little in November. Compared to October. October is their biggest selling month, so that goes away after Halloween, which again means November should be glorious, right, which is exactly what we want. There is more good news. I told you there'd be a lot of good news here.

Speaker 1: 6:06

Reset your vocal cords. Does that work? It happens when the volume of your voice increases. Sensitivity issue. Okay, nick, I appreciate that. I appreciate there's some audio people on here.

Speaker 1: 6:18

You know a lot more about this than me. Yeah, it's a weird thing. It's a weird thing. It might be. I don't know what it is. It irritates me very much. I must say. Do we have any funky filters on? We have some. Yeah, we haven't changed any of them. So noise suppression or something like that, maybe. Maybe my voice is too much noise. Anyway, we shall persevere on and try and fix it one way or the other Probably have to reset the whole bloody thing. Reset, felix. Yes, there must be a button somewhere right In continuity. That's a posh word there, peter. Let's go back to making money. Households, that's.

Speaker 1: 6:59

You buy most of the stocks. They buy during the year guess what? In November. Why, I have no idea, to be honest with you, but they do. They buy a lot in November. January and April are also big months, maybe something to do with tax season, possibly November, I'm not quite sure why, but it seems to be a thing. It's a big thing. So, historically, they buy quite a lot and therefore, again, you should expect some inflows into stocks in November and expiry, if I could spell, of T-bills.

Speaker 1: 7:32

Basically okay, interest rates come down. So what happens? Less lower interest rates. You're therefore less tempted to buy government debt, right, because it pays you less. So if we just let it expire, so to speak, you're therefore less tempted to buy government debt, right, because it pays you less. So if we just let it expire, so to speak, we just don't do anything with it, we just hold on to it, the amount of money that's going to flow into ETFs and mutual funds will be tremendous I mean absolutely tremendous If you start selling them off, which would make a lot of sense because the value has gone up and you're getting less interest, then that would happen even quicker. So there is that whole $4 trillion sitting on the sidelines which will at some point start flowing into the market. Maybe not this week, maybe not next month, but at some point will definitely happen.

Speaker 1: 8:20

Pulkritinus what? Paul? Critinus, what, what? Roding back to last month's NVIDIA drivers for your GPO? That's an interesting suggestion, chris. Interesting. Sounds like wobbling, says Aaron. Yeah, something like that.

Speaker 1: 8:39

Paul is late. It's a service provider. Need to check the building dropbox, knock down the building. That's what I say. So, yeah, we had Wi-Fi issues last week and this week we have mic issues. It's a funny world. We managed to make a load of money, but we struggled with the microphone. You know, you'd think that would be simpler, but it's not actually.

Speaker 1: 9:02

So where are we right now? We're here, october 15th, 16th, isn't it, but anyway. And by the end of the year, historically, we go about 5% higher on the S&P. In election years it's more like seven or eight percent. Pretty big move right Till the end of the year. What about our favorite little tech stocks? Well, it actually is a lot better than that. Typically, we go up about 12 percent from here till the end of the year.

Speaker 1: 9:38

I mentioned about four weeks ago that I started buying the NASDAQ. Did you hear me say that I did? And this is precisely why, and I'm hoping to capture those 12%. And then some Swallow, some electrolytes All right, we'll do that. Sound is fine in Canada. Why does Canada celebrate Thanksgiving before everybody else? Is it because you are special? I'd like to understand that. Let me know in the chat. So 12% on the NASDAQ, that would be quite sweet, right Till year end. That'd be a very, very nice move, almost as nice as discovering something like this. Did you spot this? This is the stock, is rail, which I'm sure you all talk about endlessly.

Speaker 1: 10:24

And guess what? It had the most beautiful textbook classic breakout here that I was literally just recording a lesson on that using that example, because it's absolutely spot on. And if you'd like to have known how you could have gotten in on that at about $3.50, whereas right now it's trading at $11.70, it was bloody obvious. It's in the stars, it was all there, all the hallmarks of the perfect breakout. Then just learn how to spot those breakouts, because if you learn how to spot those breakouts. I believe you could beat the market. I think a lot of people could beat the market. So you might be dubious on that. You might be doubtful on that? Well, check out the masterclass I've created for you. It's about 35 minutes of just loveliness and information and the four rules that you need to spot those breakouts. So go to felixfriendsorg slash, get free, watch it for free and that masterclass will go away fairly shortly. Once you watch it, you'll understand why. So check that out, write that down and go into it afterwards.

Speaker 1: 11:29

Now, asml really, really tanked yesterday, didn't it? Look at that? Look at that. Not a pretty sight. What is it at $150 or something. And what's the reason? Trade restrictions they're basically biting, so they're having trouble exporting things to where they want to export them to Now. If you'd bought ASML at the beginning of 2022, you'd be down 3% right now, which is pretty sad. If you'd used our lovely little indicator in Trade Vision, links down below, you'd be up 32%, which is good despite the misery of yesterday. There, right, still 32% up. So maybe check out Trade Vision Now. I thought there was something else at the end of this. Oh yes, there is, there is, there is Did you see our buy signal yesterday Emailed out to everybody in the world?

Speaker 1: 12:18

I put it on Twitter as well SoFi, finally a buy signal from Trade Vision. We haven't had one since 2023. Well, really properly since June 2023. And it's calling it here, which makes sense, because we are just about to break through the December highs. We've really gone sideways for a long period of time, so I'm not saying you should therefore buy it any of that. I mean, we bought it a lot earlier. I certainly did, but very, very nice to see SoFi doing what we want SoFi to be doing. What did you buy in NASDAQ? I bought an ETF, william. Now I don't buy QQQ. The reason is I'm not a US taxpayer. Well, I do pay some US tax, but my investments are not subject to US tax, and if I hold QQQ and if I get run over by a bus tomorrow, I have to pay US estate taxes, death duties. I'd rather not. So I bought a Swiss listed ETF instead, because the Swissies don't have that, which is kind of nice of them, yeah.