Speaker 1: 0:00

I'm complete nonsense. First is the recession myth. I also want you to understand what lots of bears there are lots of bears in World War II at the moment. What does that actually mean? And is this rally going to last? Is this just one of those one-day Trump things? Is it actually going to last?

Speaker 1: 0:16

We're going to have a look at the Magnificent Seven, because they're doing some magnificent things right now. We can't avoid Tesla today, and there is a big rumor out that there will be deals today, and we also just had Jobstater out just in. That's also going to flip the market and that's probably about as much as we will cover today. And then, of course, we will do our utmost to answer all your questions on your favorite stocks and so on. So it's these seven points I want to walk through. If you'd find these seven points useful right, useful in the chat or just a you will do. That's number one, that's number two, that's number three. The modern magnificent seven Notre Dame is number four, tesla is number five, the deals part number six. And then jobs. We look at that and then we will actually look at. We look at the charts ofIAs and all the popular stuff that's out there the Metas and the Microsofts and the Apples and so on, to make sure you guys are really properly set up here. Lots of use here, useful use, even Love that guys Appreciate it. It means you're here, you're alive, you're paying attention and hopefully this is going to sink in very, very, very rapidly and you're going to pay a little bit more attention than this guy here who just seems to be sleeping on the job, doesn't he really? Well, he's done all the hard work already.

Speaker 1: 1:32

So, apparently, according to some you know the gamblers out there there is a 75% chance of a recession in the US, and that shot up yesterday. Why? Because everybody out there reads moronic news, mainstream media news. You don't know what day of the week it is, let alone what a recession actually means. And I think the best way to defund that is to show you the actual data, and this is government data. You as a guru of economic analysis. That must be exciting, exciting place to work right. And what are they showing us? Well, they're showing us that.

Speaker 1: 2:11

Well, yes, in blue and blue again. What is it with these people who make these charts? I mean, really, are they just only two colors? So what have we got? We've got in. I'm going to have to pick blue and blue, aren't I? We've got in. I'm gonna have to pick blue and blue, aren't I? We've got in light blue. This is so idiotic, isn't it? We've got a light blue here.

Speaker 1: 2:31

The official gdp number, and this is really important this came in at minus 0.3 percent. So everyone's running around going recession panic, right, um, but yeah, definitely not graphic designers. I mean, you'd think they're probably how many? How many people work at the euros us bureau of economic analysis? I would venture too many.

Speaker 1: 2:52

But what is actually a better way to look at what the economy is doing? There is something called essentially sales to I'm gonna have to write over here private, because the blue is too dark. Private, domestic, as in US purchasers, that's what this thing is called. So you're selling stuff domestically to people in the US buying things, and if they're buying a lot, it means the economy is doing really well. If they're buying very little, the economy is doing very, very poorly. Now the US consumer consumption, by the way, is 70% of GDP, so it really is what matters. And look at that number. It is a healthy, shiny beacon. At 3%, it's better than last quarter. If you draw a line across in blue, across all the blue, you'd see it's sort of probably better than most of the time, or in line at least.

Speaker 1: 3:53

So there is no recession. It is nonsense, it's bollocks, it's absolute idiocy. And why are they coming up with a recession? I'm going to have to move away from the blue pens here. They're irritating the heck out of me now Because imports went up, and when imports go up, this moronic thing they call GDP goes down. The statisticians are not that bright, they're not that smart. I studied economics. I did six months of econometrics, which is all about statistics, and it just makes you realize statistics are just nonsense. So it is nonsense. There is no recession. So don't believe the nonsense. But what does it mean for us? Well, it actually creates a marvelously beautiful opportunity, doesn't it?

Speaker 1: 4:36

Do you think there's an opportunity out there? Do you think there is an opportunity that you might be missing? What am I looking at? At the poll here, most of you are saying, or a lot of you are saying, you're worried, you're going to miss out on the rally. Right, who's worried about missing out on the rally? Put a W in the chat and I see that you are worried, very, very worried. So how do we avoid that. Well, here, by the way, is another way of looking at that. This shows you rather clearly that imports went up, that top line there is imports, but it also shows you that final sales to domestic purchases was pretty healthy here. So this looks pretty good, gdp looking pretty strong and, by the way, the US government spent less. It was a drag on the economy, which is what they're trying to do, right, it's what they're trying to doge their way out of Now.

Speaker 1: 5:31

You know that, that a lot of people out there think there is a recession when there isn't. That could raise an opportunity, couldn't it? Maybe we could buy something that got beaten up yesterday because there actually isn't a recession, some things that got beaten up yesterday because there actually isn't a recession. Secondly, the Investor Intelligence Survey and that's a bit of an oxymoron in itself, isn't it? Let's be honest about that. The Investor Intelligence Survey, which is basically how bullish are people? So, up here, people are bullish and down here people are bearish, are bullish and down here people are bearish. Bullish means they're positive, bearish means they are negative. And right now, right here, right now, we are at pretty extraordinarily negative levels historically, sort of where we were like 2019, 2015, 2016.

Speaker 1: 6:21

Definitely pretty bearish stuff, right, and Winston looks particularly concerned about the bearishness there, don't you Winston? He's like I don't like bearishness. You're not going to eat that cable, are you Winston? I hope not. It has enough to do with the kittens trying to eat everything. So what does that mean? I like this. You see, when everybody is bearish, like this. You see, when everybody is bearish, all the fund managers are bearish. It means we're usually pretty close to the bottom of the market, at least in the short term. So I'm liking this. It's a nice little contrarian indicator here, so maybe take a note of this if you want to take a screenshot of it, if that might be helpful for you.

Speaker 1: 7:00

And you're thinking and I wanted to actually block out the names tab. Sorry about that, I might not be able to do that now you're going to be asking yourself is this a rally, as in, like you know, a proper rally? Is it all over? Is it, you know? Is it now rally time and should I be loading up on stocks, or is this one of these? You know, some people call it the dead cat bounce. There are no cats in this studio, so we're allowed to say that here. We're not allowed to say that. Next door, I think I've realized I now have nine cats. It's just a realization that sort of hit me yesterday that was not intentional, by the way and Winston. So we now have 10 little creatures, plus the spirit of the last one who's still with us, I feel. So which one is it Any feel? Put an R in the chat if you think it's a rally. Put a D in the chat if you think this is a dead cat bounce, and my feeling is we're going to come out about 50-50. Empire thinks it's a dead cat bounce and therefore people are very confused. Felix and Winston are crazy cat ladies. We're crazy cats, but we're not ladies. At least I don't identify that way yet, unless there was a big tax break, in which case, you know, who knows, can we get a kitten cam?

Speaker 1: 8:24

I was actually trying to set it up yesterday and I bought this thing from Xiaomi, which is a Chinese brand, and it was just talking to me and it said move it closer to the router. And then I did that and it said connect to the Wi-Fi. And I did that and then it said connecting, waiting to connect, resetting, start again. And we went around this loop till I gave up hope and I threw it out of the window and hit somebody. No, I didn't. I wanted to, I didn't, so I'm going to have to try that again. Okay, lots of R. I'm loving it.

Speaker 1: 8:53

Some of you are writing R and D. That's very honest. You, like, don't really know which way right. So that's exactly what I'm trying to fix here for you. I want you to end this week 100% clear on that, as in, I know 100% what I'm buying. Because I know 100% what I'm buying, I know 100% what I'm selling, absolutely clear as daylight.

Speaker 1: 9:15

And let me show you a couple of things here. And sorry, stephen, if I put your surname on the screen. That wasn't my intention. Stephen is a student of mine and he wrote look, I just started here five days ago and I love these messages and I get literally so many of these every day and I should share more of these. I started here five days ago. I learned more here already than in 30 years of investing and with advisors. I'm low-key, mad that I've been played all these years. So he's figured out in five days what he couldn't figure out in 30 years on his own, and that makes him normal.

Speaker 1: 9:49

By the way, nobody can figure this out on your own. You will not figure out the stock market on your own. You just might. I tried. I lost half my money and most of you have probably done the same thing.

Speaker 1: 10:01

So I'm going to do this for you again once more on Saturday, just before I jet off on my summer holidays, and that is, I will run a live session for you on Saturday where I will actually teach you how do we know when we want to buy a stock, how do we know when to sell it, how do we automate the bloody thing, what makes a good stock, what makes a bad stock. So this is for investors. This is really who this is targeted at, and I will also give you just to be really, really 100% transparent and insanely high value for you I'll give you my buy list. Now, when am I doing this? I'm doing this on Saturday at 11am, new York time. And how do you access it?

Speaker 1: 10:33

Felixrentzorg slash webinar. I've made a thousand seats available for you just, and you will literally learn how to pick great long-term stocks. It's all the knowledge and wisdom that I've acquired from my wisdom people, which are my mentors, who learned this from their mentors, who learned this, probably from their mentors, and at some point I feel there was a golden retriever involved. But the market isn't random. The market moves in predictable patterns and once you understand those patterns, your decisions are no longer random. You will know whether you want to buy it or sell it. You'll be very clear on that, and I can also guarantee to you that you will never have another big loss ever again after Saturday, because it's entirely avoidable and that's what we're doing for loads of people here. Michael wrote a similar thing.

Speaker 1: 11:20

My experience has been tumultuous due to my own response to decisions. I had to lose a lot in order to get to my current state, but this experience has molded me into a better investor for sure. I'm finally sticking to the rules. I'm able to make decisions with confidence right, and most of us have to go through pain, and I appreciate it. A lot of people are in pain right now, and MSP already registered Love that. Yeah, most of us need some pain to make us do the good stuff, which is just actually learn something right, like go to the gym, eat better food right and the most.

Speaker 1: 11:50

I think the most important thing you can do in your life is make your money work for you, because it just opens up everything. You have time, freedom you just have. I woke up this morning, I worked a little bit on I'm actually writing a book at last and then I decided I wanted to go out, get some eggs, florentine or something, which was lovely, sat in a nice five-star hotel, drove around a little bit, went for a stroll, stroked my cats, wrote a little bit more on the book, chilled and then came here and it's a beautiful way to spend the day. Honestly, it is just marvelous and I want the same for you and hopefully you'll do something meaningful with the time you gain. Or Alan here, who just said look, past week up 1.4%. My portfolio is up 43% since I started in March. He joined us in March. Do you know how shitty the market has been since March? This guy is up 43% Not because he's a genius, just because he's applying rules. This guy is up 43% Not because he's a genius, just because he's applying rules and he knows what to look for, he knows what to buy, he knows what to sell, and I want the same for you.

Speaker 1: 12:50

So come and join me on Saturday. It's completely free. So anybody who's registering for the Saturday Masterclass webinar. The link is also down below. I'll put the chat for you as well. Where is it there? It is there we go, and I'll pin it to the chat as well. Let me know by writing a one in the chat and then I know that you're actually joining me on Saturday. I'm going to have some fun there.

Speaker 1: 13:17

Now, as you do that, I'm going to walk you through the? Um, the marvelous wonder that is Microsoft and it's um, you know, irresistibly attractive founder, right, one of the most charming man on the planet, um, the sort of person you'd want you to leave your children with, but the company he founded, amazing. I mean really like amazing stuff here, like in the ones that for you guys JJ and Steve and KP and Soder, and seeing the ones who are all in here guys Michael and Johan and Wayne and Patrick, excited to see you guys and actually teach you properly. I'll even share with you literally what I'm buying right now and why. You'll understand why by the end of that. That's my premise to you. Scott says pay attention to stop loss rules. Yeah, scott is one of my students, so he understands a lot more than most people out there, probably even more than Winston. You think that's possible. I'm not so sure about that one.

Speaker 1: 14:10

Anyway, microsoft what's the big win here? Why do we care? Because their cloud business came in marvelously hot 22% growth and that's really, really a big deal. And it's all the AI stuff that they're selling. So, microsoft once again decent product, but the best sales team in the world, clearly, and they're making a lot of money out of that. And why is that good? Well, that says to the market AI is going to make money. The AI train hasn't left the building yet. It's still going.

Speaker 1: 14:41

We also have Meta, by the way, which also came in with tremendous numbers, and I'll just share you the chart. This is Microsoft right now, pre-market it's up 8.3, 8.6% right now, and if you know the rules, you can see that that's about to turn that into a buy, isn't it? It's a huge shift. Meta not quite as big a shift, but still up 7%. Just, the setup isn't quite right and I want you to know why this is a good-looking setup and why this isn't a good-looking setup with the same amount of stock movement, basically Both up, say, 7% or whatever, give or take 2%, it's kind of the same thing. So why would I possibly buy one and not the other. I want you to be clear on that, right? So I'm going to teach you that on Saturday, if you join me, felixfrenzerorg slash webinar is the link down below and look at our popular stocks. There, pretty much everything is pumping green. Okay, apple is down a little bit, the volatility is down, which is a good thing, and Tesla is flat. That, but that, I believe, will turn into a big green number today, and I'll tell you why in just a second here, as you guys are registering for the masterclass on Saturday. Again, the link is in the chat here if you can't find it, and it's got nothing to do with overvalued, by the way. Nothing to do with that at all.

Speaker 1: 16:01

But let's move on to the Musk for a moment Tesla. So there was a rumor spread yesterday by the Wall Street Journal, which used to be run by journalists. Apparently, it is now run by a bunch of thugs. The Wall Street Journal said that the board of Tesla is looking for a new CEO, or was looking for a new CEO. Now, in reality, the Wall Street Journal asked the Tesla board are you looking for a new CEO or was looking for a new CEO? Now, in reality, the Wall Street Journal asked the Tesla board are you looking for a new CEO? And the Tesla board wrote back to them before the article was published. We absolutely are not.

Speaker 1: 16:37

This is complete nonsense. And the Wall Street Journal then obviously didn't publish the article, right? No, they went ahead and published it with the same headline that stated that lie and that obviously upsets the market because this guy is important. So it's nonsense. Elon's pretty outraged by it and this is a little video clip from yesterday where he actually says he's basically returning to Tesla, so he's going to step down from Doge next month. He set up the system, set up the structure. He's going to leave his little whiskered minions there and leave it at that. No-transcript.