Speaker 1: 0:00

Felix here and welcome to this pre-morning live stream. We're, of course, joined by our chief in-house analyst, winston, here, and it is a beautiful day. It is a wonderful day. I hope you've had a nice one so far, but markets are looking brilliant and there are many reasons for that. There is inflation, there is Trump, there is Elon. There's a lot of stuff that I want to walk you through to make you one of the smartest and best informed investors out there, which is always our intention. So we're going to cover the following why inflation literally just made you richer, why the trade deals matter We've got two and a half on the go and then I want to walk you through the bigliest rally that we already called, and I'll explain what's going to happen there. We already called and I'll explain what's going to happen there why small may suddenly be beautiful and why the S&P will hit 6,100 shortly, and why this rally could get really, really, really huge, almost as big as Winston's nose. So shall we look into that? If that will be useful to you, that would give you some value. Put a V in the chat for value and I'll walk you through in the order it sort of came in.

Speaker 1: 1:04

We're starting with the most recent, most possibly most important, and inflation Inflation. What is inflation doing today? Well, inflation is doing one thing, and one thing only. It is doing not a lot, which of is exactly what we wanted to do. So we got 0.1% month-on-month inflation. We're expecting 0.2%, so that is a good thing. Core inflation is lower than expected Also, that's a good thing. Core inflation month-on-month significantly lower than expected. So there is just no inflation. Poor inflation month on month significantly lower than expected, so there is just no inflation. So this whole like myth of well, these tariffs will cause, you know, massive inflation, it has so far not materialized. And I say so far because, of course, all the mainstream media pundits who are hoping for inflation are saying wait for next month, it'll get really, really bad. Well, so far it doesn't really look like that. It just seems that the market sort of adjusts and buys stuff elsewhere. And if you look at the actual inflation chart here this is US consumer inflation month on month in green down here, can you see that there's little green bars down there, right? That's month on month. It's pretty, pretty moderate, and then the annual number is sort of just gently ticking down, right.

Speaker 1: 2:28

So why are we not cutting rates. Can somebody explain that to me? Are those numbers rigged? Of course they are. Yes, of course they are. I think it'd be insulting to the statisticians in the US government if the numbers were not rigged. I mean it would be appalling if they weren't. But I don't think they're rigged on a month-by-month basis.

Speaker 1: 2:48

Just CPI managed to exclude most things that actually go up. So in the real world, of course, inflation is much, much higher. But they don't want you to ask for a higher wage, a salary increase, and therefore they're keeping these numbers relatively low. So yeah, of course that excludes all sorts of nonsense, but it has done that for a long time. So they haven't really significantly changed CPI for some time. So the numbers are comparable. That's essentially what I'm saying.

Speaker 1: 3:15

And so what? We sell gold? Well, we'll have a look at gold in a second. We'll have a look at gold in a second. I mean I think the whole precious metal sector is doing quite nicely. Still, platinum also, absolutely flying.

Speaker 1: 3:31

But here is Donald J Trump in Trademark Capitals. Our deal with China is done, subject to final approval with President Xi and me, full magnets and any necessary rare earths will be supplied up front. Likewise, we'll provide the China Overs agreed to including Chinese students using our colleges and universities. We're getting a total of 55% tariffs. China is getting 10%. Relationship is excellent. Thank you for your attention. Now I'll believe it when it's done and signed and followed.

Speaker 1: 4:07

But maybe I'm a bit of a skeptic on the whole subject. But of course the market loves this right. This is like oh my god, apple can sell its china made stuff again, you know, with pretty low tariffs, allegedly. We'll see so anyway it looks. It looks pretty good. We also have this from yesterday US-Mexico. There's a deal on steel duties, which again would imply that there would be deals and everything else. So the market's also loving that.

Speaker 1: 4:33

And Elon is a little sorry. Well, he's regretful. Apologies will probably come tomorrow. I regret some of my posts about President Trump last week. They went too far. Perhaps calling him out on the Epstein thing might have been a little touch and go for the friendship Pre-market is pretty good.

Speaker 1: 4:53

Tesla up 2.7%. Robotaxi event coming on the 22nd, I believe. Nvidia is up, which would be a big beneficiary, a bigly beneficiary, from a China trade deal. Google is up why OpenAI is doing a partnership with it. Amd AVG are up in sort of sympathy. Palantir is up and it looks pretty decent. Right, overall, it looks pretty decent.

Speaker 1: 5:19

Should we invite more spore-smuggling scientists? Yes, probably. Um. Should we invite more, uh, spore smuggling scientists? Yes, probably. Um, apple event was underwhelming, um, yes, I think. I think that was a was an understatement, isn't it? So it's rather, rather, rather underwhelming.

Speaker 1: 5:35

So what are you going to do with that information? What are you going to buy today? Are you going to buy some of the stuff we've been talking about Semiconductors? We are bullish semiconductors. This is the chart from SMH this morning and it looks beautiful, doesn't it? Can you see that we are gapping up here pre-market? I just took that screenshot, and then we've taken out pretty much all resistance, which is wonderful. So no man left standing. Basically, that whole zone here is basically gone, and we therefore have room to breathe and to go much, much, much, much higher, which is the hope. So that looks pretty good, right, semiconductor? Good call there.

Speaker 1: 6:14

Now, here is the Zuckerberg, the most charming and charismatic man on Earth. He is recruiting 50 super intelligent people Well, people who work on the super intelligence AI team, and he's also investing 15 billion, I think, in scale AI, which basically means who's going to get the money, the 15 billion. Who's going to get the 15 billion? It's not scale AI, isn't it? It's probably NVIDIA, because that's where you go with chips and the eye was meant to be here. You get the idea. So that's good news again for NVIDIA and semiconductors. So the party is still going.

Speaker 1: 6:55

There is a demand for a 24-hour kitten camp. Don't tempt me, I might just do such a mad thing. They are actually all back in their kitten room, which keeps them a little bit more, a little bit easier to keep track of them. That way. They've been crawling all over the place, haven't they Winston? Winston says yes, they are absolutely all over the place. They're crawling all over Winston as well, which he puts up with very, very patiently. They jump on him and they crawl over him, and then he's like he sort of sighs occasionally, but he's very, very patient.

Speaker 1: 7:27

He's super intelligent, is he? Well, he's obviously a very smart kid, right? So are you very smart? Are you very smart? I'm not very smart, but we don't need to be very smart to make a lot of money. We really don't. All we need to do is know what the rules are and know what the rules are, and therefore we find good stocks, and some of you were writing in the comments which I probably blocked that you don't think we actually find stocks that are good. Well, let me prove you wrong on that one.

Speaker 1: 7:52

This is the buy list I put out on 19th of May. Any of my students in the chat they can verify that. It's like three and a bit weeks ago. So I haven't got three and a bit weeks performance data, but I't got three and a bit weeks performance data. But I've got one month performance data, which is, you know, 92%, 91%, 54%, 53%, 48%, 41%, and you get the idea right. We're doing pretty well and there were a lot of picks that week. Were there some losers? Yeah, look, 866433. So if you add all of those together, you get to like what, minus 30%. So one of the winners will easily, easily, easily pay for all the downside and the rest will just be profits.

Speaker 1: 8:34

And that is not because we're smart, not because we have inside information, not because we know things others don't. Well, we do, actually, we know how to pick stocks, and not because we do our research. It's just because we know what to look for when we look at this picture, and that's all it is. So you can learn that if you want to um and um. Well, if you want to not saying you should you can go to felixvencerorg. You could leave this live stream right now and you would actually walk away with that same knowledge. And there's a warning. With that it could make you a lot of money, could? I'm not promising it, but it could make you a lot of money. I mean, if you find the same stocks that I'm finding, then it'll make you a lot of money. So go and do that.

Speaker 1: 9:23

Can you check Dragonfly? Yeah, that one collapsed this morning. Right, they did some sort of rights offering or something. That one's really, really tanked this morning and you know what Stuff happens. Does it matter? No, why not? Because we have small positions and you know, if you bought this reasonably sort of at the breakout, you you would have bought it. You know, somewhere here or maybe somewhere there. Then right now you'd be down 23% or something. So say, this is 1% of your portfolio, right, what is 23% of 1%? You're down 0.323% on your portfolio. If it was a 3% of your portfolio, you'd be down 0.7% on your portfolio. Irrelevant, because a lot of our stuff is up today. It doesn't really make an impact. So the key thing is overall risk management of your portfolio.

Speaker 1: 10:24

People who go all in on one stock yeah, they risk arm and leg and everything else. Um, and it's not something you should ever do. Um, daniel india says you went to our 15 minute masterclass, which was apparently long and it was an ad to pay us money. It doesn't actually ask you to pay us money and about 10,000 people have said that it wasn't a waste of time. It does offer you the ability to book a call with us at the end and you can chat with us and you can see if you want to get one-on-one mentoring. All the other information we put out there is free, my friend.

Speaker 1: 11:11

But if you thought that the rules on how to pick great stocks for a waste of time, I think you might not be ready for help. So I'm going to say bye-bye to you, but I hope to make enough to travel and teach people. Giving them 10 K to start would be amazing, says Tyler. That's a nice thing to do. My friend here. Um student here says cool cat, they're legit, but you still need to stick to the rules or you'll probably lose money. You always need to stick to the rules, absolutely. Um smash the like. Um, amd scott says bye-bye. That was also my feeling. A-m-d Scott says bye-bye. That was also my feeling.

Speaker 1: 11:56

Masterclass made me say goodbye to losses. Says Boz Love, yeah, and you watch something for 15 minutes and it just fixes that for you. I mean you're already winning massively, right. But yeah, what I always say is I could literally put the rules in a massive full page newspaper ad and nobody would be any better off Nobody, you know why? Because people wouldn't value it. People therefore wouldn't do anything with it and people just seem emotionally going yeah, nevermind, I'm going to just keep going to work and work really hard and have a miserable life. I'm going to gamble on whatever stock is out there hard and have a miserable life. I'm going to gamble on whatever stock is out there. So I'm just saying I think you guys are smarter than that, which is why you're here. I think it's a pretty smart room. We've got here 2,800 people right now. So if you are new to this, you know what to do. Go to felixfrenzorg, get free and actually learn. Now.

Speaker 1: 12:43

The S&P 500 is, in my humble opinion, going to go to 6,100 pretty soon, and it's got something to do with the options market that I'm not going to explain in full detail because it's a little complicated, but the story is basically this so there is a resistance line here in red right. That's at 6,100. But basically, as the market goes higher, the market makers have to buy more S&P. So the higher we go, the more they buy. It's a lovely little sort of setup that we get into sometimes. How do we know that? Well, we have three retired market makers on our team, so we're pretty good insight on how that actually works. We have about 20 retired bankers on our team, so this looks positive. This looks very, very bullish to me, even without all the news out there. But the news, of course, is helpful. And I'm even more bullish because of this, and this again is something to do with market makers or volatility funds, and again, the details of that are less important than the numbers. Basically, if the market keeps going up at the sort of crazy rate at the moment, like 0.5% a day, then those market well, those funds basically are going to have to buy over the next month $62 billion worth of stock. Over the next two months, $176 billion. So a massive, massive amount of money. Even if you divide that by 40 trading days, that is still a lot of money every day right 4 billion a day or something like that, which is huge. So, provided we keep this momentum up and we get these deals, all of this money is going to have to buy.

Speaker 1: 14:29

Would you invest in Indian stocks? I don't seek them out, but I'm also not prejudiced against them per se. There are probably some good opportunities. There are good opportunities everywhere they are. Adam is asking should I sell Dragonfly? My friend, I'm going to be a little harsh with you. You need to answer that question before you buy it.

Speaker 1: 14:49

Don't buy a stock if you don't know when you're going to sell it. You need to know that, otherwise you really shouldn't be buying stocks If you don't know when to sell it. Buy an index fund Now. It's not going to make you reasonably well off, but it's not going to make you really wealthy overnight. But if you don't have rules on when to sell whether that's for profit or loss you shouldn't be owning individual stocks. It's very simple. So go here, you'll learn. Come back and say thank you. I don't need the thank you, by the way, but no, I'd love it if you did that, because it would actually help you a lot.

Speaker 1: 15:46

Chris Ull did a bit about yesterday. He is an arse. I don't know who Chris Uhl is, so apparently he's an arse, which is okay. You don't always have to know when to sell. Fundamentals can change. Well then, can we start on fundamentals? But no, you should still know when to sell. If you're buying because of fundamentals, then you need to know if these fundamentals change by this amount. That's when I'm selling. You want to write that down, because otherwise, how do you know? In the moment, once it's dropped, you're going to justify all sorts of reasons why you should hold onto the loser, which is definitely not a good thing.