Speaker 1: 0:00

Felix, and Winston here is showing you his backside, which is about how the market's feeling. This morning we have President El Trampo announcing, sadly, not a taco Tuesday. Is it Tuesday or is it Wednesday today? I honestly have no idea. It is Wednesday. No taco Wednesday for us either. We're expecting seven more letters to go out today and he's getting tougher on tariffs and the market is feeling a little itchy about it.

Speaker 1: 0:26

But most people will cock this up and make a huge mistake, whereas actually staying the logical, rational course is the sensible thing to do. So I want to walk you through that here in the next few minutes. If you think you get some value out of that, put a W for Winston in the chat here so that he might turn around. Winston. It's a bit rude, you know. So there we are. I shall share my screen with you and hopefully this is going to be a tremendously exciting, fun and high-value session. If you're new to this channel, by the way, put a new in the chat. I'm seeing more comments on some of you new guys, which is cool, so I'd like to see all the new folks here.

Speaker 1: 1:14

Donald J Trump said, as per letters sent to various countries in addition to letters that will be sent today. Tomorrow and for the next short period of time, interesting wording tariffs will tomorrow and for the next short period of time, interesting wording Tariffs will start being paid on August 1st. There's been no change to the state. There will be no change to the state. In other words, all money will be due and payable starting August 1st. No extensions will be granted. Now, we were all expecting extensions to be granted, and it could of course, be that this is just a negotiation tactic to create a deadline. You know, like a lot of people do, they say, unless you get this bill for Friday, it's all gone and then on Monday there'll be a new batch. But it gives us just one to three short weeks basically pretty much exactly three weeks to either get these deals done or not. And if he really means it this time no extensions will be granted then the market isn't exactly going to love that. So you might be looking at a closer. The closer we get to this 1st of August, the more the market's going to feel a little bit iffy here. Right, sale, sale, sale. All deals must go. Scott, precisely that's kind of what's going on here. Some of you are in Texas. That's wonderful, a bit random, but also wonderful. Now here's another one.

Speaker 1: 2:36

Trump also announced a 50% tariff on copper imports and threatens a 200% tariff on pharmaceuticals. Now, nobody feels all that bad about the pharmaceutical lot bastards. But well, they did give us COVID, didn't they? That isn't official policy yet, right? No, no, they helped us tremendously overcome an earth-shattering global pandemic that would have killed us all if it wasn't for the good lovely folk at Pfizer. They should get the Nobel Peace Prize, don't you think Pfizer management Only 50 pharma billionaires were created out of COVID. They deserve a prize.

Speaker 1: 3:13

But okay, what's the 50% tariff on copper doing? Who is it bad for? Well, it is bad for EVs because they're full of copper Anything electrical. Basically, it's an odd move. Maybe he's just pissed with Elon, maybe I don't know. It's a strange move. Good for the miners that we're in, but not so good for everything else. And semiconductor tariffs, which have been sort of hanging over us, are also coming. That's apparently also coming Now. The semiconductor stocks we've been in have done very, very well, so we obviously have to have a look at how that's going. 90 deals in 90 days, three deals in three months, yes, but something right. Never had COVID. Good for you, jonathan Bad, for batteries, batteries.

Speaker 1: 4:03

Do batteries have copper in them? I think not. I think batteries have copper in them. I think not. I think they have copper in them. But it's all the wiring and so on. How about this of a gold and silver stocks? Not that much.

Speaker 1: 4:16

To be honest with you, this is an interesting one as well. I wanted to throw this in here because, um, glasses and I'm wearing glasses here these are not ray ben glasses but, um, you know, obviously very snazzy looking glasses. Um, I thank you for the many compliments. There were none.

Speaker 1: 4:33

Um, meta, it's taken a three and a half billion dollar stake in essig core luxottica, which is apparently french. It is a society and these guys own oakley. Yeah, apparently oakley, if I'm correct on this and correct me if I'm wrong. Apparently oakley. Oakley is French, ray-ban is that how you spell? Ray-ban Is apparently also French, bloody French. How do they own it?

Speaker 1: 5:03

I thought these were American brands. I mean, surely you Americans couldn't you just buy this company? Anyway, zuckerberg is doing his bit to make it cool again, zuckerberg and cool Anyway. What's it all about? Well, meta makes a bucket load of money out of you using your phone, but they don't want to be in the next stage of social media usage, where they don't own the actual physical platform. So they want to own the glasses. Now, what's cool about these glasses is they're pretty cheap. They're cheap to make. You just stick two cameras on the sides, that's pretty cheap. And then it's got a little display, a microphone and you're done. So it's not the sort of $3,000 spend that Apple went overboard with.

Speaker 1: 5:50

Luxottica is Italian. Why is it a Societe? Let's get to the bottom of this. I should have asked Grok, right? It's a Franco-Italian vertically integrated multinational holding company registered in Charenton-le-Pont. Even so, I'm sorry to say my Italian friends, it is French, near Paris. It is listed on the Euronext, but the CEO is Italian, francesco Mileri. So not all bad. But yeah, look, they own Oakley, they own Ray-Ban, they own Sunglass Hub, they own loads of stuff.

Speaker 1: 6:38

I didn't know that. $25 billion a year in sunglasses, wow, that's not bad right. So, anyway, meta now owns $3.5 billion of this and apparently they're going to potentially even up their stake. But why am I telling you all of this? Because, well, you're probably thinking what the heck do I buy, what do I sell, and so on. Right, with all this going on in the market and the key thing here. And let's look at Ray-Ban's downloads, which are super cool. I mean 229% growth, not from a very high base, but still in March, about 200,000 downloads of the MetaView app, which is creepy as heck, by the way MetaView app, which is creepy as heck, by the way. But ultimately, I believe this tariff noise creates just beautiful opportunities for us.

Speaker 1: 7:26

Estee Lauder is French. They bought Luxiotica. Thank you, pedro. Appreciate that. It's founded in Italy. Yes, yes, yes, the French gobbled it up. Private company, no, no, no, listed in Europe, listed on one of those monkey exchanges that they call the French stock market where strange things are listed. There are a few good French companies obviously not many, but this could be one of those. So Ray-Ban are badly made. We should buy Winston a pair. We should, we should, shouldn't we, winston? You want sunglasses, winston? I think that is a no, it's a bit anti-social this evening, isn't it Winston? Hey, nothing, that's the thanks we get.

Speaker 1: 8:09

So all I want to say to you is what I said yesterday, in as short a period as yesterday, that the forecasts, the expectations on earnings are so freaking low 4% earnings growth and these buggers who come up with these numbers are basically always wrong. So last quarter they said 7% earnings growth we got 12%. The quarter before that I zoom in a bit for you they said 9% we got 15% right. The quarter before that they said 3%, we got 8%. You see the pattern right. Wall Street analysts are just depressed. We established yesterday why Adderall is to blame. Obviously they are basically always, always, always underestimating the glory that is the American enterprise and therefore we expect to get a big, beautiful beat in earnings that are starting basically next week and then really kicking off the week after, and therefore we're pretty freaking bullish on a lot of stuff.

Speaker 1: 9:12

But you need to understand which stuff. How do you understand which stuff? Well, if you want to learn how, I'll teach you something that I call the Sunday trading protocol, which basically means I do literally everything I do in the financial market on Sundays, why we can make some really calm, rational decisions. We can analyze and reanalyze everything. It takes maybe two, three hours, and then I do nothing. Monday to Saturday, I do nothing, not a thing. So if you think you haven't got enough time to manage your money properly, to pick stocks and set up your stops and your risk management and everything else, well, have you got two or three hours on a Sunday. You could do it on a Saturday. You could do it on a Monday if you must, but I actually would recommend you do it on the weekend. I think you make better, smarter decisions. So if you want to learn this little thing here, then come and join me on Saturday at felixfrenzorg slash webinar. I'll put the link down below as well so you can click on that. I'll pin it to the chat.

Speaker 1: 10:22

And here is one that we found. This is still a little early, by the way. This is just for, like the trading loons. This is not for sort of investors yet, but it will soon be, and we said it was going to break out and it did. And now that it's broken out of these sort of highs here, it's very likely to take out the 150. If and when it does, it becomes an investable stock as well, for you invest a lot out there and volume jumped about 100%. So institutions and the buggers on Wall Street are starting to pay attention, despite the heavy admiral usage and general depression, apparently.

Speaker 1: 11:05

What about church? It's entirely up to you what you do on Sundays, but I don't think church takes the entire day and I think certainly the Catholic Church seems to be a rather prophet-driven enterprise. So I don't think they'd mind you spend some of your Sunday doing that. But if you really are very religious, or just Sunday spiritual, then do it on a Saturday. I'm giving you two days, which you don't usually work, to do it. This loon is in with a little toe. So, scott, scott, have you seen the little setting symbol there? Scott is now. They've got the power to kick you all out. Uh, so we've empowered scott. There you're, you're in a little bit loon. Uh, good, good, good loon. Yeah, and it's a.

Speaker 1: 11:52

That is also an approach, right, you take a quarter position, half a position, on something that's more risky and then, when it maybe closes up to the 150 up here, breaks through a decent volume. You know you double down on it. There are ways to do that, but let me get a little bit more, uh, sort of advanced there. But the pattern is just such a beautiful, freaking thing once you understand it, um, and just you know why it works, because probably five or six generations at least of wall street guys have been taught this. So everybody's been taught this. Everyone looks at this. Everyone looks at the same bloody thing, except for retail investors who still prefer to be in the dark. And I'm figuring out on my own, I'm doing all right.

Speaker 1: 12:35

Um, now, stephanie, I'm glad you're not offended Saturday is Sabbath for our Jewish friends, Exactly. So I'm saying to you, if you're a devout Catholic, then don't do it on Sunday, you do it on Saturday, right? And then what you can do is you can sell your research notes to our Jewish friends, who'll do it on Sunday. See, win-win, win-win. It see, win, win. Now the chrome. Oh, you mean my pen here. Yeah, this is a chrome plugin. So we have a drawing, drawing segments in in trade vision, but for like visualization, you know, if you want to do this, uh, this chrome plugin is quite cool, it's free, but it doesn't save, whereas if I actually drew some lines in here, say like that, then that line would now stay there, right, and that would be useful, and I can then also see it on the app. So on my mobile app I can see the same line, I can see the same notes, and that's very, very useful.