Speaker 1: 0:00

Felix here and welcome to this pre-market live stream. We're joined by our special guest today, winston, who says good morning to you, and I want to walk you through the following five things Number one why the tech rally only just got started. Number two, why most stocks will disappoint you this year. Most stocks will disappoint you this year. That's straight from Wall Street. Number three Wall Street is buying more tech stocks than almost at any time in history, and we need to understand that. And number four I'll show you the biggest buy ever, which is what the title of the video is. And then why. Trump may actually be playing it right on tariffs, and that's going to offend people who like to be offended, but there might be something in this whole madness that we're seeing. I want to walk you through that as well. So if you think that those five things would give you some value, smash a five in the chat and I'll see that this would actually be useful for you. We'll do some more of these. So this is what we're going to walk through why the tech body just got started, why most stocks will disappoint and what to never do about it. Wall Street's buying more techs than almost ever the biggest buy ever, and then why Trump may be right on tariffs. This, of course, is all Winston's research. This isn't financial advice. This comes straight from the brain very large brain of a very smart golden retriever. Thanks for all the fives there. Brain of a very smart golden retriever, thanks for all the fives there.

Speaker 1: 1:27

Somebody thinks I look like Martin. I look like the CEO of Palantir. Well, I think my hairdresser deserves credit for that one. Clearly, I don't think I can quite manage that. He's an interesting mix, that one. He's half African-American and half Jewish, so he gets like the afro thing going, you know jufro thing going at another level. So I don't think I can really compete with that. But the humidity here is about 99, so that's what happens, especially when you play in the park. And that humidity, all right.

Speaker 1: 1:59

Number one, right point number one was what it's? Why the tech party just got started and this is simply it. It's a chart. No, you got the charts out again. Why? Why? Winston's chart here. So I'm going to put my glasses on so the blue lines become green again. You see, the world looks better. It's like your portfolio. Everything's green because you're wearing the yellow glasses. Green because you're wearing the yellow glasses.

Speaker 1: 2:28

We just got what is generally known as the golden cross with double L, apparently Golden cross. My spelling is interesting. I think it's an interesting reflection of the madness that happens in my mind Now. The previous time we had a golden cross was here and we went up give or take 90%. The time before that was in 2020. And we went up something like 80%. There were some before that, too, in 2019. That was also pretty bigly rallied.

Speaker 1: 2:53

So, generally speaking, golden crosses on the Nasdaq, this is a QQQ chart, if you can't see that in the background there. So potentially a very, very bullish signal. Now, of course, it's just one of many signals that we look at. We look at about three or four, and they really sort of put all of that together. Oh no, not the glasses. I know everything will be green. Now, nicholas, you're starting to love charts. I'm liking that, my friend, if you get affected with that problem, then life will improve significantly. Now this comes straight from the kindest, most lovey-dovey bankers in the world, jp Morgan, and they're saying the following the path of least resistance to new highs in the US will be supported by tech and AI-led strong fundamentals, a steady bid from systematic strategies. We'll talk about what that means in a second and flow, some active investors on dips that's you In a backdrop of sluggish interim growth the economy being a bit sluggish, higher for longer interest rates we're likely to see a repeat of 2023-2024, an unhealthily narrow market and this is the important part with high market concentration.

Speaker 1: 4:12

Now, what happened in 2023-2024 particularly and I've been saying this off the himshed for at least two or three years now you get very few winners and you get lots of losers, and I always think that that's intentional, because it means that those who know make loads of money and those who don't know make only a tiny bit of money. Therefore, there is less competition for that waterfront property in Miami that the wealthy always wanted to buy that sort of thing. So, yeah, it creates a wealth gap, even within investors. So the people who are in the ETFs, you know, who are in the funds, you know people who own SPY and QQQ and all that sort of stuff they walk away with, like you know, pretty average returns, whereas the people who are actually picking stocks and this is essentially what Goldman Sachs is saying here so the people who pick stocks and have learned how well they just make more money than they know what to do with, and that's been my experience for quite a while. But it got particularly bad, I'd say 2023 onwards, where investing in the index just isn't really a viable setup anymore, I think, at least not for a majority of money, if you want to do really well in life.

Speaker 1: 5:38

So, carolina, your husband works at JP Morgan. Yeah, that sucks. Well, if you only have to report it, that's okay, as long as it doesn't restrict you from buying stuff. But yeah, I know that can be an issue for some of you people connected to banking. Maybe ask to talk to them if you can pre-qualify certain things. Maybe you can give them a list or something and then they can pre-qualify it. Sometimes that works.

Speaker 1: 6:07

So it's not the season for ETFs, no, it's definitely not the season for etfs. So the question, therefore, is obviously well, what are we then gonna buy? Right, tell me, tell me, give me the questions on the list. Give me, give me the stocks now. Um, I will. I was gonna say tomorrow, but I think tomorrow is friday, right? Uh, tomorrow is friday, so it is the day after. You're going to have to wait.

Speaker 1: 6:26

One more sleep and on Saturday, winston will lead you on a wild goose chase through the simple literally simple three rules that Wall Street looks at to buy stocks that they've been using for probably about 50 years, and I'm basing that on the fact that the oldest mentor I have learned this 50 years ago, so it could have been longer, but that's at least as far as I know. I can go back by and I will literally teach you what to buy, when to buy it and when to sell it. It's really really simple and it just puts a smile on my face every single week because it's just so gloriously easy. I literally do two hours a week. I'd say maybe three a week. This is my job. That's actually the only productive thing I do. That I do for money is manage my money. I do that in two to three hours a week, and you can do all of that time on a Sunday.

Speaker 1: 7:31

So even if you are busy, if you have a job. Somebody asked me today oh, should I quit my job and should I learn this? I'm like no, don't quit your job, learn this first. Get good at it. Then we have a chat about quitting your job. Don't do it first. There's no need to, because you can click on that, and I saw yesterday 750 of you signed up, so we're probably going to run out of spots. And now there is even a fancy QR code you can click on. Does that actually work? Let me just try that. So you just point your mobile phone at it from the photo setting and then it should pop up a link for you and yay, it works. It works. So try that. If you're too lazy to type, or maybe just haven't found the right teacher to teach you how to write, that's a thing. Apparently. It won't stop you to make loads of money, hopefully.

Speaker 1: 8:27

So if you're going to join me on Winston on Saturday, put a W for Winston in the chat and he will be very pleased to see you there. I could just snuggle into Winston right now. This is Caroline and he's very snuggly. He's a bit wet, which is why he's a little cold, even though it's about 90 degrees here or something. So, yeah, that's what we're going to do on Saturday. I'm looking very much forward to that, because I love those sessions, because you just get those the aha moments. You just see like a couple of thousand people going aha, all together going wow, okay, this is really how this works. I'm like, yeah, it's a life changer.

Speaker 1: 9:00

Now I promised you, number three, that Wall Street is buying more tech than ever. Now I said almost ever. It is the second highest tech buy from what's institutional clients, so you know big money. Second largest tech buy off tech last week. So tech is back baby, and therefore we're going to have a pretty nice tech rally.

Speaker 1: 9:32

Nvidia this morning looking pretty good and pretty green. Another 1.1% up. Google is up. Palantir is up a percentage point. Amd up 2%. Yeah, the AMD rally is up and you can therefore see live that a stock that I said was worse than anything I might step on on the street about three weeks ago I'm now saying is absolutely freaking brilliant. And that's because I don't have relationships with my stocks. You see, I just have a. I'll take your money. Thank you very much. Kind of relationship. Don't care what it is, don't care if it collapses tomorrow. Really don't give a hoot. But generally speaking, semiconductors are up, mew is up. I imagine the whole space is up. We're going to look at that in a second because a lot of money pouring in there.

Speaker 1: 10:20

What country are we in today? We're in Hong Kong. We're in Hong Kong. We're in Hong Kong, aren't we? Yes, I think we are. We'll be on the move again when, about two weeks I think About two weeks we're on a plane again. I just booked a flight today. Actually, I'm excited for it. You'll be seeing where we go then.

Speaker 1: 10:39

For me, that's kind of the perfect cadence. It's about a trip a month. It doesn't have to be a long one, like a week or something, sometimes a little longer. It just kind of keeps life interesting. You get different experiences, you see different friends in different cities and different countries, and it's just fun and the beautiful thing when you live off money, your investments. All you need is a laptop. So you will see, when I travel, I have a laptop with an extra screen attached to it and that's all I really need, and that extra screen costs like 200 or something. It's brilliant, brilliant piece of equipment I'd highly recommend, if you are on the move, a lot now.

Speaker 1: 11:13

Excuse me, this is the biggest buy ever and I I touched upon this yesterday. I think it's so important. Uh, it is worth going through again. Uh, there is something called vol controlled funds. We don't need to really think about that too much. Essentially, what it means if market stays happy so it doesn't crash tomorrow or something, then these funds have to buy about $114 billion, which is the biggest projected buy in the history of the data. So it is a humongous amount of money huge, some might say that will flow into US stocks in the coming month, which is pretty good news for us, right? So, unless there is some sort of calamity that happens somewhere, this is very, very good news.

Speaker 1: 12:15

Logan, your ball control fund Good. Is Winston tired because of all the travel? No, no, he's just tired. We just played in the park, threw a ball around, he got a bit wet, which he loves, and now he's curled up because he's just a little. He's a bit wet, he gets a little chilly, so he curls up into that little snug sort of position on a blanket. That's what he gets up to. So this is good news, right? This is good news.

Speaker 1: 12:41

Now is piece of information for you. Do you think that's a valuable piece of information If it is put a V in the chat for value? And now let me talk you through something that will incredibly upset half of you, because typically half the audience is Republican-minded, half the audience are Democrats. Me neither. Couldn't really care less. I just take what I'm given and make money out of it. Didn't really care less. I just take what I'm given and make money out of it. And um, if you thought, thanks for all the v's guys, I'm glad this is useful.

Speaker 1: 13:17

If you thought that tariffs were hammering the economies of the? U Europe, uk, japan, you'd be wrong. If you look at manufacturing indexes, and this is what PMI is manufacturing, pmi is the manufacturing index and you look at I was going to say in green, but of course it is blue, my glasses make everything look green US is up, right, japan is up, europe is up, uk is up. So this is after the 10% tariffs have started and it means that possibly, possibly, the end game and I'm speculating here that the plan of Monsieur Le Trump is actually just to put in 10, 10 tariffs and for nobody to be upset about it. So if he goes in and says you know, I want 140 tariffs, um, and then they negotiate for a year or so and in the end they settle on 10, you know what happens.

Speaker 1: 14:19

The us collects about 400 billion dollars in taxes. Well, tariffs, but taxes, and nothing happens in the economy. Very little happens to prices, very little happens to inflation. The market goes bananas because we expect it way, way higher and I'm kind of starting to wonder whether that's the rulebook, because if there's one thing we know about your president is that he's an interesting negotiator, and that's the sort of thing that you might do. You ask for I want the world, and then you'll settle for an office tower, in which case nobody cares. So that could be the plan, and if that actually turns out to be the plan, well, the party just got started. We're also going to get big tax cuts, which are going to come through, probably from September onwards, and who are they going to benefit? Us companies that invest a lot in the US. So it's worth looking at those.