Trump's win will benefit these sectors
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Wall street down blood looks beyond the regular headlines heard on mainstream financial media to bring you unscripted interviews and breaking commentary direct from all street right to you on may.

That's going there is november six now for encourages the washroom of pocket where break the allies and up. Say what's really move in these markets and I would say what's really moving these markets as president a lec, Donald trump wins in a landslide. I don't know, have too many people expected that. Took control the senate like to maintain control the house, very, very convincing win IT came down to battleground states and it's going to look like is one every single one of them, which is crazy Daniel local on on tape. The markets are like to get to what your initial thoughts on the election.

Hello, Frank. Hello everybody. Not happy hump day, but happy trump day, Frank. I have to mind. I haven't been this excited for politics since the last time this president one.

And I have to say I had a great coming into work today because, unfortunately, there was a backed up accident at one of the main intersections above north of our office. So take the highway around. No big deal. Because, Frank, I was in bumper to bumper traffic, and I got to scan through all the channels, losing their florida minds about how racist and sexist and terrible we are, especially did you hear joy read at floor, tell us as florian, that were right wing, extremist, fascist, because florida has a legit polling area and can count bali guess. And they called the state for trump.

But anyway, we have everybody author that's not happy and thinks the world is coming in in doing and take a deep breath and just understand that we just dodged, no pun intended because you're trying to kill the president elect dodged a bullet bigger than most people can understand and it's going to make waves through the economy. That's what we're going to help you navigate. But yes, absolutely all aboard the trump train, my friend.

I I was surprised at how much you won. I will say that all polls thrown in the garbage. You don't need any polls anymore because you have polar market and betting sites will write.

I was covering them if you follow me on twitter at francaria O I was going over how I think about seventy percent uh, about a week ago, then three days before went down to fifty four, fifty five percent. And then I got back up to sixty two percent. But if you washed the election when nobody, nobody was calling, this is the first two tune half hours where we still wait.

And I mean, I surprised there were some places that didn't call George and not come on right away, which IT looked like they were no guarantees. yeah. But when I looked that they had him up to seventy five, eighty percent.

When I mean pens vining, I call to what like two, I M but I I mean, they had him up tremendously. When I went through every stage, I was going to every single stage I see, and then did a great job. And I love what they do, a graphics and stuff like that.

Same with fox. I went to c MBC a and we shocking, like you just, sorry, know they knew they were gonna lose at one time and part about two half hours in. But IT IT was crazy.

I was very surprised. I was, I was happy. I was very happy. And you know, republican, as you guys know, IT doesn't mean that I shot on democrator anything because I don't but you I think the biggest winner here is going to be you could say it's the republicans and you know what I begin to the second they took control, the senate likely going to maintain control the house.

I don't think they know as the house and they go control of every single thing, which could be dangerous sometimes. And I think the biggest winner here is a democracy party. I think the democratic party needs a major reset.

I think a lot of them. No, I mean, I have a lot of friends on a democrats, a lot of friends on a democrats, and you had the same issues. You know, if he was climate change and tax rich or or no more government, less business, fine.

The back and forth, and how we we accommodate SE on that wigs on boys so they could play women, sports, gender and fact D I being taught to our children's in schools which has resulted in kids hating each other and Sparking racism when you're telling the Youngest generation, especially of Young black kids, that all you're oed something because how terrible you've been treated in the path s and stuff that we've moved on front that we've learned from. I've seen this directly with with my daughters. I had to pull them at a public school because they there was, people call them racist.

They even know what they would have meant and people going into stores and stealing anything they want without any consequences, releasing convicted criminals they were in jail. Unlimited spending on wars without having a plan to fund the police. This is not the democratic agenda, right?

I mean, and I think eighty percent is in that middle right there. This is not the democratic agenda and IT was pushing further, further left. The biggest mistake that they made, I think, was not announcing super O.

I don't think a matter because he looks like they going to win. Did they call with consent? They call with consent michigan and that they call you, but he's pregnant in michigan.

So I know IT how much I would have matter but yeah, just that far over the left isn't sane uh, and I think they're gonna book themselves in a mirror just like obama with republicans and say, how do we reach out to these people? You know, they are making fun of trump putting on a vest and riding in a garbage truck and going to mcDonald. That's that's what people love.

I mean, that's what you want to see a president, right? Like, k, this guy is just like everyone else. And they were actually making fun and poking fun of that. And then you had como, who had the opportunity to go on joe rogan, which I felt was huge. Thirty million views, thirty million.

And when you look at spotify and youtube, thirty, why won't you go on there? Oh, he he just want to come to me and I want to go thirty million go there. He just like, I just want to have a conversation with you whatever IT is just like, do chrome uh, you know, the writing was on the wall and and yes, I was closer.

I thought to be considering this is a candidate that really not deserve to be there. They could have pick so many other people. I thought I was a cana that that they didn't even like themselves. But you know, I think a big win is going to be for a democratic party. And I just hope that, you know, we work together.

If you're looking at, look at his look, who's on a staff right now and J, F, K, junior is lifting democrats, your tosi gabbert, you're look at an ella musk and gel rowe talk about, we used to be democrats right and I think even say, you know, this gets all crazy three years from now and you go away away, right, which I don't see happening, but you go away away, right, you're onna see republicans join a democrats and say this we need to get back over again. So I think IT was a huge win for the working people are a huge win. Again, just this whole D I.

Gender craziness. Or remember, our democracy run by, we hire people to present the constituent right with, whether ones that you like these people to you speak for us. And I don't know anyone, please, everything that I said, yeah, big on boys gender.

D, I released and convicted criminals, right? I mean, stores, what are you called again to forget the term? It's when they see off from stores.

No drinking, drinking age, I love, I love that drinking that they're moving their stores out of certain areas because they just can't stop. And there is no regulation around IT to fund. The police, the police, are you kidding me?

I know these bad apples everywhere, but you know, if you support these things, let me know Franker the research that come but but it's ah the push back to when you see what trump went through danger. I think IT really, really is incredible. I I mean, you're talking about a guy that that they went afternoon, the justice partment a lot of bullshit lawsuits.

Most bullshit that, you know, calling him hitler are going after his family. Desaster inc. How do we have more information on the sassy ation? How do we have more information on that person, right?

You don't have IT the mainstream media, you know, and i'm not onna criticize celebrities and things is like that because people like all the world celebrities that they born up and all the action as republicans don't don't be quick to beat the crap out of them because these are people not and i'm being seriously I look, you vote you you going to vote according to, you know, what's best for your family and a lot of them could not say that they supported trumper went out there. Otherwise I wouldn't get a job. You know, it's when I look, I just hope that we go more to the center here.

I hope that we're able and sounds again, everyone saying, I hope we heal whatever. But this the angry is behind IT is is crazy. And the hate behind is crazy.

I have so many democrat friends, some of I don't talk to anymore because how crazy is got just the fuck and angry and post crazy stuff. So hopefully it's not republicans with you know they just palling their chest and bragging just say, hey, you know what? Okay, let's start working to go because we do have a lot of democrats around him right now and we'll see what happens.

But but just this is a win. When I look at trump, wear men, I mean, a guy, they beat the shirt out of time and time again. And he got up in fight and got up in fight and got up fight.

Eighty years old, get up in fight. I mean, rse, it's just that the american dream, right? That's what our companies about.

I mean, you for us, IT was badly eighteen months ago for my company, right? And it's hard like a really great people. You get up to fight.

You fight. You keep working going forward. And yeah, we really turn a corner and things are really good here.

Now you know, you should see constantly keep going forward and you going to get Better, you going to get punched down and stuff like that keep moving forward to see what they did to this guy and keep moving. And IT really is cool. A man, I was, I was a big convincing win, a surprising some, maybe others.

And I think I was going, I could be a lot closer, I think. But ah IT is remarkable. IT is good.

I think it's good for the country and is definitely for the stock market. But and we're seeing that today in certain sectors, not every sector. And once talk about how the markets tremens, not every sector.

But I just thought this is really good. One less thing, i'm going to say that that i'm happy about, i'm happy that story. And bloomberg was hundreds of million dollars pushing the city on american D I.

agenda. I love that. Uh and also when IT comes to two things here, arizona eva is still counting.

They sleep on reporter results, if you guys need help. I know a couple of high schools that can help you manage election day a little bit Better. That could help you count.

They could teach you the technology to use, very easy to learn. You know what? Shame on you. And you were saying three days ago that, oh, is gna take A, I should not take a while. Yeah, you look at floor a, how quick IT was?

You look at some these something, how quick was IT could be so quick at such an easy process. If you show you I D you fill IT in. You can do IT through bubbles.

You can throw IT through. Touch screen is a very easy process where you don't see machines is breaking or craziness. And we saw that my walk short like that.

It's an easy process to get this right IT really is the fact that you're still counting is is such a joke. But but you know what a big win really good. And it's going to be good for some sectors, but don't be so crazy. I'll talk about a minute. Not gonna great for stock, you think and i'll say you why, but overall, I was very happy as a republican at this happen and hopefully do the right thing and try unite the country here yeah.

that's all well and good. It's not going to happen, Frank. But IT is exciting because the hard heart starts now. So what's exciting is when we look at companies and you have cees layout, a plan or uh framework or a time line, now we can hold them accountable.

He's got a good group of his own celebrity, elon mask and all that kind of stuff, some politician rounding trump ing. And now he needs to implement that, get some serious policies going, take the conversation out to people has to be one of we were joking of canberra, I don't know. Again, we get a lot of wild history and presidents in such here, but no doubt they threw everything but the kitchen sink with him, use the government to weapon ze.

I mean, one of the greatest political combats. Absolutely exciting times. Yeah, it's not. You know, you always going to have your fringes, but good stuff. We can talk about markets and everything is wrong so that I mean, that's amazing, not going to last but you right I mean.

everything is just yes, not everything cover the second. But I I just want to mention one less note here and i'm a character the person know if listen, if you're everything, if you're not whatever and that's you that's fine okay, I I always hate the people say one thing I think another like just what I have neighbors that I say, oh my god, I love this about your house and then you call you the free h way behave like like if you hate you, just tell me I hate you fine tell me like you go the problem I hate that should I really do IT and I have to say character is kala am very disapointment SHE did not come out to greet all those great people at how university last night.

This is before the election was called, right? And we knew they look good and they were waiting out there and they did even tell him who is going to come out, who is going to speak. And I don't know how many people there is.

Probably, you know, IT look like those over thousand people there, and they were outside for six hours. They bus to their rest. Support you.

They love you like our shareholders for your company, right? The most loyal followers come out and tell them, say, hey, you know, we can't votes. Don't give up what? You still haven't come out.

You still haven't even said anything yet. I don't think as of now, we're doing this ten thirty in the morning. I haven't seen her come out. I haven't seen her saying anything. I.

I, I understand your position. Are you surprised though? Are you genuinely shocked?

I am shocked. And I am shocked, shocked. Listen, it's OK to lose IT IT really is. I am. Listen, when you realize when you hit my age, you're really old. And I am same, really old, dull, over fifty, because six years ago, go fuck you for.

But when you had my age, you realized that losing is sometimes the greatest thing for you, because the only way you could achieve greatness, the only way to push is, is the mistakes that you are going to learn from losing and getting beat up. You know, that builds you, that build a character that, you know, show you how to keep pushing forward, you know. And that's life, right? And it's not this great fucking thing.

And everything is also. And you have a beautiful wife, husband and have beautiful kids and you don't have fucked up times, don't care who you are, right? You know things weren't that good and that's fine. That's that's okay.

But just you coming out and just addressing them and said having a campaign manager, a campaign man came out three minute speech, three minute speech and said, okay, and everyone's looking like, what the fuck you really just, you know, again, you don't want, uh, you want to be gracious, right? And you want to be supportive if I saw that in my holy shit, man, I mean, these are the people that die for you who want out that there, standing there when you to come out dc, how you university and you, if you're not to come out and address that, I just, I was disappointed out of that Normal. I heard that you do the same Peter, last time and the only comparison out they were making out of what happened on the republican side.

But come on and come out and say, hey, you know, we're going to continue to fight and OK losing. There's nothing wrong with losing. I fuck and hate losing. I hated.

I hated and most part of I hated, I always hated that, right? But you, at the end of the day, when you lose, it's gonna. You try even hard.

It's going to, you learn from those mistakes. And that's why I love about what we do. Dane, why? Because I wish I could tell everyone of our recommendations goes freak high, alter IT does not. And some of these is like I have that condition. I know people are putting their own money into some of these stocks and IT doesn't work out on my shit.

What the fuck did we get wrong? And just looking at IT and analyze, you know, you want to go through and say, okay, what do we get wrong here? Why do we get this wrong and you learn more. But if we are not to come out, come out, that's really disappointing. I mean, that's about you, that's about your basic come out and just knowing and say, hey, you know what will come out tomorrow, but hey, keep fighting and love you guys, whatever and that's cool but for you to do that, I think not that that matters something you'll never run again whatever, but they going to lose its just a lot of supporters you just let love the bit taste my mouse prise .

done everybody listening this is why we baLance each other item telling you Frank is a genuine good art person. I am not that good, hard to genuinely person, and that's why we baLanced out programing. No, Frank.

Ten twenty two, on briefing V, P, K, haris will soon call president trump to concede election. That was at ten twenty two. Don't know what happened yet. Breaking right hall street. De.

yeah, yeah. And you do that right away. That happens .

with analytic ford.

Throw .

out the past. Move head.

Move head.

I A push a White on a trump in White.

And I just to go china. Yeah, kind of picture I remember. So we know that with cramer. So he first start, the show was for show.

Remember you looking at different button that we put in there? And now is that bye, bye, bye? And so you know, all that stuff and everything just, yeah, I would love to have that and get a sound board really build this duty up.

And that's what we going to do now since doing well, i'm not going to build up and to discover thanks to you guys and stuff like that. Again, we do have a bias as a little bit because of politics and stuff like that. Everybody wants to stocks.

And what we do is one hundred percent. We want to make you bn one hundred percent. That's the only way going to listen to us, right? If I if if we're going to call people out of who that is, if I think is someone's design as someone that I know.

So whatever no gender a one to comes to that because it's we want to get to write, allow these sites I recommend dying, I recommend you own right? We own after recommend, of course, but that's the base of this pocket really get IT right? And when we look at stocks here, we're talking about the markets wearing higher everything, doing great.

Let's talk about IT because there's a lot of chick on on right here, guys. And I don't know if this excitement is as warm as IT should be. You're not going to hear that a lot.

And what's go the markets going out, let's talk about IT. And so we got a huge one for health wellness. We have rk ju is onna be holding big farm of major food, major food companies accountable. I mean, some of the stuff that i've seen just in terms of that I didn't know about and maybe i'm an idiot and know about this when they were showing do you see they were showing fruit loops of how the preserve tips and .

how colorful ful they are here compared to like in europe? Yeah and they have they like just with a going to so stuff here versus europe.

And just to call with things like big for, look, these companies, they need to make money. The public can trade companies, but IT shouldn't be at the expense of hurting people. And and I think you going to see a lot of changes.

I mean, I don't think there's people that needed the booster. I don't think the booster help that. I think that's all money grab, right? And you now we know because say, well, we look back, okay, well, it's one boost of two, but there's still trying to give you boost today.

You know why why? Why still trying to do that? So you that could be interesting to see how that industry plays out. Um the market is up. I mean, not if you have to write their down, but the market is up know pretty sharply and .

everything's up.

I don't know.

two percent if the S M P S up two percent and that's the worst performing sector.

And I know small caps through the roof and they should be small, small caps of the perform. You're going to have a an environment where it's pro business. You're going to see more merges and acquisitions, which hopefully you listen this.

Some companies I shouldn't allowed. It's almost like danger hopkins, you, he should not be allowed to go to can city chiefs, he can me freaking break. right? How does that happen? right? So the certain company to emerge, uh, but you can say no before anything.

I like microsoft, T I, an activision. What are you kidding me? I mean, this a bit of pricking gaming company ies.

Did they say, no, every single deal, this, you provides a much Better environment. Uh, you know, things going to promote more competition. believer. Now people say, well, sometimes that doesn't. I think that does I mean, know putting some airlines at a business when they want to merge, when I was just blue speed airlines and stuff like what's going hurt competition.

Well, now you might be putting them out of business is just certain things that just don't make sense to me of what they are not going through with the regulator deal structure. So we going to see that. But if he's serious, and I hope he is, but I don't know if this going to happen doing you, you have elon mosque who's gonna really look at a lot of the spending and see we cut spending because our deficits are at a control guys.

Trump wants to lower taxes, and it's not so much where, oh my god, this tones of revenue that comes from taxes is just the government spending. Every place else in sane, there is no accountants, right? There's no account that we gave how much money to enter the chips.

Give you a fuck in taiwan and semi conductor this way and come here, we don't have to worry about you low you local risk, right? So that's such a big deal because then the largest maker of chips and makeup for apple make up all big companies in the world, especially in video, and you have china that is looking to take them over. So how do we get that? How to resolve that? Maybe if that more plants here, tens of thousand and new jobs you but you gave to tell whose whose you know, horrible.

But when I look at the market guys, I wouldn't be so optimistic because in order feedle a deficit, you got to have growth. And if you have shown growth, it's probably to be LED by inflation, which is kind of high right now and seems like it's going little bit higher, not lower. If you do that, you you really have to see a pullback in spending.

And if you're pulling back spending, you're gonna see the hurt the economy and certain sectors. So this isn't like crazy bullish for everything. Oh my god, you know, if you're really good to focus and we need to focus on deficits now right away and lowering them, it's gona result less spending a lot of sectors and it's gona require professionals, as I daily in myself, which we are, have been doing this for long time, long time looking through which names are gonna benefit and which names are not.

Because I used to be the whole sector, all solar stops are going to benefit. You're all getting crush today. I if you a solid right now, I want to look at some solar because not everyone to shit, not everyone's dog shit, a lot of them getting free money, but some of them are really, really good companies and they're falling along with the entire sector.

That's why I want to look a little bit. So when I look at at what's coming down the pipeline of the next eight, twelve months to twenty, twenty five, I wouldn't be so optimistic. I could picture a market that's not going to be higher next year, but you're gona see some sectors drive and a lot of a sectors not thrive and different stops with insect ors do well and others not do well as seen that separation in a lot of industries.

We're seeing health care, those who are the weight loss drugs are doing much Better. Everybody else we're seeing in the chip sector, those who have explosions at AI, others are getting freak male right now that aren't that said, they were an A I saying with software companies as well. So you're gonna see this separation and you really need to focus on individual companies, not necessary sectors.

And that was going to be twenty, twenty five, where I don't care what the market goes. We want to provide great ideas for you that aren't benefiting. All that will benefit are benefiting now, but enfin, tremendously from a lot of policies that are going to come down a pipeline, especially relatively quick now that they could pass through a lot of the text off right away, especially IT looks like they going to own house as well.

Yeah yeah. If they do that, I mean, like you said, you'll see some nervousness and in major actions because typically, markets don't like any one party for will see how that plays out well. So let's look at some sectors.

res. You've got the banks, in theory, the bank should do well. And I want I want to talk about some comments.

Everybody knows i'm a big fan of tub insurance. Tub limited and it's been in cra. It's been a good winner for us.

But Frankly, I was going to through their conference call when I think I allowed about financials and stuff, you know chb and other insurance companies, anybody that holds a lot of cash has benefited from higher rates because your investment income is going through the roof and you don't have to do anything you give parked short term tea. Bls, that's why berkshires with warm buffet have over three hundred billion cash. Did you hear me, Frank? I said three hundred billion in cash.

H, anyway, on chaos and insurance call, the CEO talked about how they chav doesn't believe that the fed will lower rates as quickly as many anticipate. And so they're benefiting from that investment income and they think that, that's going to continue. I say all that because you see these banks rarely and unless rates fall off a Cliff, how is that not good?

I mean, if you just have this lack letter, kind of a slow or slashing movie economy, that's great for big banks because they're still earning that interest income. They're still not gonna you really anything until they have to until you take your deposits and go somewhere else. And so that's still beneficial.

And then you got commodities, Frank, we like that. If you have this reassuring on sharing, steel stocks are ring coal stocks riling. A lot of that is because he's going to kill the Green new deal.

He's not going to put the boat the boot on the neck of american energy or anything. I know everybody can say, well, where a record Prices though, mr. Create, what about that? Where record drilling Prices or exit me record production because of a lot of the policies that were in place.

But you're right, it's not just to melt up on everything, but definitely banks, commodities and such are going higher. And you're right on the solar. I mean, IT is good to see those nejan reactions because there will be opportunities, but I wouldn't be trying to catch your bottom here on the school. And I think that stock .

mark moving higher is kind of a new jerk reaction too. I don't think we should be sharply. I think small caps deserve because they ve been on the performing so much.

But let me takes some of the banks. This is one of saying about separation. I think the large banks, I would be taking profit on large banks.

We've been pro banks for a while. Tell you to buy and treats going higher. You great. You japan Morgan, just unbelievable, right? The best bank you just can t to go hie and higher and they are rock in the role today.

But I have to say instead of the big banks, I will look at the investment banks because now what do you have with the banks? You're gonna have raise relatively, even if they're at three percent, four percent, they're highway now ten years at four point four six, right? And it's up.

It's going high along with the stock market. You can see that opposite, right? That means bono, the four for on Prices, but the yields are of ten years up.

And when I look at banks in terms of being in a sweet spot where when interest strates to zero IT was, hey, we have all these fees, investment banking, the markets shock along, stuff like that. That's great. And now after that, you should should Spike up very, very high when you didn't see in in twenty two a lot of deals going on.

And now that they are pulling back, you're seeing like, you know, now you have both things work and for you have investment banking feeds working for you and you still have rich voltige ly high in nice a money on you are that interesting income right when you have rates, right, the money bar from compared to what you lend out to? But the investment banks of what they're going to see under this administration is you can see lots of deals and they make a fortune on these deals. And based on the margin on these deals are incredible because they're looking they're certainly change. Say, and hey, we know all these people and you want to merge OK, fine, we get all these investors and raise this money for you. Middle clock fees and they collect fees so many times on this, it's unbelievable. I mean, it's it's going on the road show, it's consulting and services and and then he gets to, okay, we're taking a piece of IT and we could take whatever three percent, five percent, seven percent sometimes that they could take the usually with these deals, if they're really good, say, hey, you know, you look to raise money of ten billion dollars and sometimes I able to raise even more money sometimes in terms of secondary offerings, of bond offerings of things like that, to the fees that these guys going to generate to reason why government sex, sex stani guarantee there are a lot more than than the .

overall banks.

right? Thirteen percent.

And more times is ten. And which organs up ten?

Give up ten percent.

yeah. Are the best banks during the world? Six and a half four bank of america, well, as far goes up eleven. Yeah yes.

I don't think this is I would be taking I would be taking .

profits on some of .

large banks with the investment banks. I think you're gonna. It's a very good environment for them. That's gna take time going. You can talk about a couple quarters in, right? So it's already pricing that in the that of the markets.

Do you know what to comes to this? But IT is interesting just to see you know some of these reactions in terms of what sectors are doing well. So is getting crushed .

yeah quickly on solar, sorry, but in phase energy, down eighteen percent and solar technologies is down twenty percent. Those are both at fifty two week s .

catch a falling life. Yeah, it's and it's craziness that really is he really is craziness and that sector. So then i'm looking at so I ll show you that right here, if you guys watching youtube and not just some of the solar doctor really in hammer, but if you want to get into a sector that is on fire.

Is crypto to crypto to seventy four thousand right now and climbing probably let me see there was thirty five thousands between seventy thirty five. And holy cow, I mean, when I look at cyp do and where you go here, IT is pretty exciting. IT really is pretty exciting. So so i'm trying to bring up some .

things to the moon, Frank.

go to the moon, hottle and all this stuff. Let me see if can bring up a couple charts here. Just get a lot going on here.

So I want to just try to show you guys, and it's funny, I just have a cypher. There's a cyp to to where seventy seventy four five right now at bitcoin a theory ms, up nine percent. But I had my issue yesterday for crypt al intelligence and I didn't recommend anything I say.

Guys, just sit tight for now because yes, IT is the election. And although camilla has said that she's procyta all the sudden I said a trump win. And you could see of these names in our portfolio, which is a really great names outside of bitcoin, some of largest and best script companies, not the city, not mean stocks, not you know, trumps coin or anything, but these are a great names that are down seventy, eighty percent.

I said you could see twenty, twenty five percent and twenty. And a lot of them put they're really like taking off right now, which is great. I think it's going to continue because now you going to see new technologies get developed.

And in that news letter, I said, like it's going to be so much Better for trump way and compared to come all because you know, you're gonna see a proscriptive regime put in place and it's going to be through congress going to be the c as rumors at hester's ers whose cyp to mom could become the had the sec I hope so if guys you don't remember go back look at on youtube um it's an allong podcast but the interview you can also see we stripped out on youtube where I interviewed her and SHE is ab. I interviewed her in june twenty twenty one thing SHE had no freaking clue what gangster and Warren what planning to do to the industry. SHE had no close.

SHE was not optimistic about and he is really great. I was an awesome interview, and I like her a lot. I respect a lot. She's spin pro cpt o for at least five, six year and he knows that industry and she's not going to let everything slag because it's still lot of bulshed companies in this industry.

But man, if you want to talk about the new age of technology and innovation, i've, doug, so deep in this that I had to reached two, three, four times in my research of the past five, six years. I've been covering this industry. I made a lot of money in this industry.

It's fascinating to see how disrupt of these guys will be to our banking system, to the world banking system, financial system of these guys charge and stupid frequent fees, even wires and stuff like that as well, finishing our capital raise. Just everything's a fee. Everything's a few, I shouted, be a fee when you're looking at at the technologies that could disrupt financial industry and why they attack this and people don't realize this.

But in twenty, twenty three january, you guys know I mentioned how bank of amErica just said, hey, we cannot do business research. And and I said, company, even though we have no revenue coming from crp. Da, right, no revenue coming from.

And they sent letters, which I have, that i've got copies of them to all the major banks, threatened them saying, if you do business, script your companies, we're going to come after you, you bet not do business with them, which they illegally shut down, slow against ing, two largest group of banks. They really went after the industry. They targeted, you know, coin base that targeted rip, a lot of these names.

You mean coin base went through the whole regulation process to go public through the S. C, C. And you went after them, so much so that the S, C, had a reversion, told the S.

C, listen, guys, you need to ay with, you need due process. If you go out to these guys, okay, you can use your own judges and everything and just assume and throws fees and find these freaking guys without even going through the whole du process. So IT was intentional.

There's a lot of money behind IT and I know SHE didn't see IT coming, but she's one of the five commissioners and she's pro cypher. I hope he gets elected. I think she's fantastic. But again, there's a lot more than just cyp do for the c but man, I am so happy. I don't know if you saw, did you see interview and B, C, with no grease?

I didn't did. okay. He was a static.

He was happy. He was like, this is great news. This is awesome for us.

When I wonder that far, I could tell he was sad. He was trying .

on the end, I .

supporter.

but he he was very happy what he sees the industry going um in terms of of being pro crip du and banks being able take custody, which is huge of crop to that's a name that makes a lot of sense right now. They're onna, probably immediately to the nash. I didn't understand why I get IT you have you the republican democratic party and is his democratic supporter? You know, cma, we only have a track record of what he did.

Okay, trumped in like cypher one, he flop as well, but he didn't go after these companies like like this administration did and for her to say, oh, we're not going to do that, that's really scary. It's really scary to just to trust her word on IT when SHE they trusted her word last time and he went back on IT. So yeah, he was a start again.

Galaxy digit. Uh, he was talking about again. You if you see the interview, I thought it's overly positive. Worries like this is great.

Now we going to come up with a lot of people who are cyp to and try to regulate this thing, and that's going to be great for his business. Gale digit, I think they go right to an adz. I think they are screaming by right now. Today, I don't know how much that up doing. You could take a look.

I don't point percent of point .

based on sixteen percent. I think fifteen. Robert od, a lot.

Microstrip gies up. A lot. A lot of these names are up.

I would you doing well, but I am static because in most for my shareholder senses, are going to accelerate security tokens, which is fractional owercome of assets, which is in the hundreds of trillions when including bonds and real estate and all the stuff is an idea that just makes so much sense that i'm so surprised, and I apologize. I does this happen a lot faster. I love that people look at this innovative company.

We have a token structure and stuff like that hasn't been a lot of liquidity. But you're looking at our tok and trading on the t zero platform and t zero, one of first companies, the world to get their special broker deal licence, which means they take custody of cyp. Do they could Operate basically like a golden sex and Morgan standing now, right, which is great.

And you're going to see loqui on a platform. But i'm very happy for my shareholders that this happened because I think it's going accelerate this process. And this is amazing process.

It's a technology to everyone wants everybody. People want to own these assets. You could sell off a piece.

It's grade for the people who own these assets are going to be like semi publicly traded, which is going to put a high valuation and three times sales proudly ly in between probably in between three times earnings. And at twenty two times earnings may be they trade seven, eight, nine, ten learnings. So ten times learnings IT just makes sense from every perspective.

It's why blackrock going all in on this industry. I am very happy and it's gonna sult quality for our tokens can be based on how our business does, of course, because it's three similar to a stock and things are pretty good right now. So that's very, very excited to see that we are going to get a regulatory cure, get a lot of these bad players out of the market and really focus on these amazing technologies that i've been studying and going over and reading four, five understanding for seventy years and really going over that in the newsletter too.

I think I crip newsletter. I see down out of all of our newsletters, small cap in everything. I think we're going to see the biggest gains from that newsletter in that portfolio.

Lot of great names and that portfolio have pull back. And I think they're going to rock in a lot higher over the next year, two years, next five years. And am very happy with that. Polifilo is so, and i'm happy for describe I genera money .

in a big bounce. So in one thing to think of from a micro term is, you know, we need this regulation. This is not gonna en overnight. So to go back to my other analogies, when a company or something were analyzing or talking about building a factory or you're getting a project done, you have to keep accountable.

But nothing moves up in a strategy when you see cyp to pulling back and you think what what's going on if crypt to mom doesn't get the c chair, whoever you know, this is gonna fold over a long time. So think of IT in the terms of flowing down the river in such. But this gives you a Green light to buy on pullbacks s in specific areas. Crypto is definitely one of them.

And and we talk about some of things that, that are doing well. Obviously, small caps are doing very, very well, up before everything for five percent sector, which is great love. Our names are within small caps to with current venture opportunities later are up on.

We also have small names in our a are A I newsletter, which you know these are great names, most people that are hurt there. And these are names that that aren't saying that they going to benefit. They've been they've had A I incorporate in their business for the past few years, and they're seeing the benefits now already over the past year.

And we're seeing huge jumps and a lot of those names, which is great because that's what we do this for, right, to help people make money. But not everything is doing a good day, not everything we talked about. So that's fine.

But europe is selling off. China selling off goals down three percent. Make sense right now because you know you want deficit, the sky rocket that's that's a beneficiary of gold, right? Want gold because I don't see elon mus being able to fix this problem is cooking as everybody and I know it's fixie. I think you you can definitely help help if you look at the expenses and everything going on them of money we spend definite .

because .

but holy shit, I mean, just just the interest that's piling up on this and. Interest heady cullis, it's going to be very difficult. You want to try the easiest ways to grow away out of IT, but then if you're growing IT, IT has to combat inflation, but goal is down.

I think regardless of goal that you're going to see kind of what we see in energy socks where energy has pulled back Price wise, but a lot of stocks are raising their dividend. They're doing great. They have different shut things off right away that they have great cost controls.

They used to get a iod when oil pulled back. And there is a big cycle of some of these companies going bank up and getting White out of the past thirty, forty years. And then you're starting back up some of these names when things were great, oil Prices went hired.

Now they just efficient companies and you see IT from excEllent and on who were killing IT right now. But I think gold, I think you could buy e gold stocks here regardless of Prices come down. They're na be printing money for the producers.

Also on the realty will get in some more details on which names will benefit the most in our washing of premium podcast, and I get some positive news on that later on. But ah you know what IT comes a gold stocks. I think they're great Price. I think go Price are going to pull back if you're seen to pull back in in gold socks that have already been down tremendously have participated this rally. I think now the time that sounds a little counterintuitive, but because oh, gold going down, I just going na see the same thing I think we saw at oil, even though oil pulled back in oil.

Another thing I mean, you would think, wow, he's going to release, right? He's going to unleash oil and massive more production and what we're seeing right now, and I get that right because that you know you flow the markets with energy, energy and major cost across every business, of course, everyone, something that we all use. And allowing those costs are definitely to help out tremendously and help grow our economy.

But it's not necessarily group of gold socks, right? So that's what we so gold socks, I really do well up like less what six and nine months. And oil Prices went a lot, hired because democrat to shut a lot of stuff off going to election.

They started releasing a lot of the oil. But I don't forgot to be selective. I think with all stocks, you are big fan of all stocks.

What do you think now is IT a positive or negative? It's default positive. I think when you have democrats in an office went some of them argan fracking changed lately. But a IT doesn't necessarily mean that's gonna good because of flooding the markets would supply. It's usually doesn't mean that gray for the equity stocks, but yet there are some names i'm sure that we do good.

Yeah, exactly. I'll have to reevaluate some of them. I like the action again today. We kind of throwing everything around, but you know it's going to be a stock pickers sector, of course.

And if you look at some of our favorite Frank, I mean, does he shocked you? The T, P, L is up seven percent today. Texas specifically, is IT a thirteen.

thirty eight, thirteen hundred .

and thirty eight .

that my mom has. That is for you. Dad, way to go.

But seriously, way to go. Way to go. I don't know. Thank you.

This way, I want to take all my money and take care. Mom, I seeking care. Thank you for that stock, right? Which is great.

But to your point, they're much more they have a lot more financial religion. They can now go through natural gas. I'm skipping around between oil and natural gas.

I going through E, Q, T in some of the producers and that we hold in C, R, A, you know there they're able to turn off and turn on production very well. They're very market sensitive. They're still wars going on. We'll see how that develops or um escalates or d escalates.

Now the trump is president elect, but i'm not ready to give up on oil because now that you have the macro ro picture, i'm not just trying to justify my stuff here because if we follow our stops, we hit our stops, were going to move. But the big thing here is a trump might be negative for the Price of oil in the short term. But again, these companies are in great financial shape, as you talk about.

And the other side of that with trump policies, you're not going to have to push away from fossil fuels like you've had in the past. Therefore, we're gonna an economic slowdown and rise over time. That's all fine, but we're not that far out of baLance with supplying demand from a production and demand standpoint, the others in a consumption standpoint.

The other thing there is why are coal stocks rally right now? Well, it's not that he's gonna throw away when i'm not going have dirty air and dirty water and I up, but he's going to take a more sensible approach to regulation, and that's going to be good for companies overall. And they can diversify.

They can go with the flow. These guys, these guys, meaning the CEO, are the big corporations, the guys that you want to invest in that we hold. They've been through different regimes.

They've been through different cycles. So don't think that this time is different in the sense that is different from ever. Um but no, do not get ready all your energy stocks just because trumps going to be bad for the Price of oil in the short term.

我 平常 i hate same people， don't realize, may be some of you realize people in oil industry realized not oil and and gas dogs are the same, so many have upstream, have mistress, you have downstream, every final is right stuff like that. And what i'm trying to make years right now, you seen x on, and I have this chup is up two percent right now. I think a chavez is up, chevron, up three percent right now. But look what Albert is, haliburton of seven percent, almost seven percent.

The reason why is because when you're increasing drilling, that means to services companies are well and is great services companies out there we have in our portal low that's that's doing great for us and smoke at portfolio and you're gonna see more drilling, right? So more drilling means the ball services for these guys, especially haliburton because I think haliburton don't know how much international business they have is like R J has a lot of IT um and international business that's up six percent as well. But um you know when you're looking at these services companies that provide all the products of drills, drilling products to everything for them, you know they're going to see business boom if they are drilling more.

So and they're going to draw more and hopefully Prices stay where they are plush you at this massive demand. Still, it's not even close to being met when IT comes to A I, which you everyone's talk about nuclear and I get IT, I understand. And we've had nuclear stocks and i've been on this train and so happy people, you might mean and say they put you see like four, five years ago, they're up tremendously.

And these stocks and on or good for you, I love you. Sorry, took that long, but great, but natural. Guess is onna fill that right? Maybe call my film that little bit.

So you know, people hate calls much, they do. But we have we have a call name in our portfolio actually doing pretty good as well. So and and coal is like coal.

So funny, Daniel, because it's almost it's almost like being a trump support like four years ago. Like if you magaha, you get the sick at that of you, right? Like you could tell anyone that you want to over some coal company. These, these, these coal companies are printing, printing, printing frequent money right now. They're printing money so much.

So the byblus I be we talking about byblus s whether buybacks five percent or some the bibbs twenty five percent of, along with dividends, I mean, just the demand of money that they give in the shareholder because they can't really announce and be, hey, look at us. We're great, right? Because nobody wants he call great because think kay rib, when you shut off all call the ones that are still remaining are doing very well.

I've been doing very well. And now, yes, who knows, is on my calls make IT a comeback. But know these names are definitely protruding p friendly compared to you the past a regime. But yeah, holburn and is another good name. And if you look in services, those are going to perform, just like I say, when you look at investment banks and think investment banks do much Better than regular banks, even though some have investment banking services, but pretty much Operate, as you know, more as a bank. Same here, services and an oil industry thing and now perform just bigger producers and stuff.

Yeah, quickly on. You can be lazy like me and just do some screens on who imports a lot of their products. Uh, yes, makes even yet I springing.

I have one. I drink coffee out every morning, but they are down about eight percent today, obviously bucking the market train. why? Because they import a lot of their products, manufacturing from china, supplies and such.

So look at that registering trade. I wouldn't sell IT here by just something to understand why not everything is participating. But across the board, we are a save Green drink.

I would find a bunch of names. I mean, yet is down you're going to see some names down to terrace. And you say, I think most people don't understand terrace.

We did a great job with our file when the markets really got IT pretty hard IT like a tempe report saying, listen, if you're selling stocks because of this and that was literally remember looking on the the searches like seven, eight, nine million that you just talk about you trump and this is you back and was two thousand eighteen whatever was and the markets pull back significantly I said stop worrying ing about IT. It's not event it's not a big deal and you say, well, you're terracing all the shit listening ing. It's a tool.

Okay, IT is a tool and i'm not saying this because listen, trump one, i'm not saying IT because of political. I'm saying IT is a tool. It's not going to make sense. It's not our best interest if we do some of this shit, right? If we really have huge terrace on goods that are coming in where it's going to be much more expensive to produce, but cow bas went on T.

V today and he even said that he goes, you know, just a threat of nato when he said dissolved nato and when he said that I think there's a law, whatever, a written place where everyone of these countries and they have to spend two percent of their GDP on on defense or whatever. Nobody was doing that. I think he was unlike two with three countries and as soon as I ve got elected and so we going to shut down, I was like whatever he said, like fifteen, whatever that you know, all holy shit.

It's the same with tariff s okay. And a lot of you don't believe this. Take the politics out on about stocks.

A lot of these names are going to be bias that are down ten, fifteen percent because you think, oh my god, is going to cut into their business right now. We are at when IT comes to deal making. I don't know if the odds could be more our favor dealing in with china than they are right now.

China is a ship show, but yet we need them for a lot of stuff. And the deals that we're going to be able to make with them by pushing that agenda of, hey, we could fuck you even more by increasing tires and destroy you if we really work with china and china is like k OK. This what we going to do for you? When not, we're going to low artist or whatever if you're really work with the country like china hole out.

I mean, now you're seeing a big global boom, and I think that's what everybody wants. So so if you see installs pull back significantly, those are names i'm going to be looking at right regular of this post. A lot of those names i'm going to buy, just like when the market sold off and a lot of names sold off, tires, I said ignored the market.

Rocket highe e hit new highs and we did very, very, very well. And nobody wants to hear that shit. All just ignore.

Nobody wants to. Here is a Better story. Remember, use the stories to hear ventadour big story. Right now, it's moving.

A lot of those stocks use that to advantage because they're to get unfairly punished and not going to suddenly tomorrow, these towers are getting massive and they just got to shut off and be like, holy shit, we ve got to worried about. I'm telling IT is not the best interests of our nation to do that. But IT is in the best interest, is having a the biggest, most powerful military in the world.

When we had IT, we didn't need to use IT when trump s president because I always scared, should of you, right? So it's not that you're buildin this up like, oh my god, going to go to war. It's the threat and that's what always keeps the piece is the, okay, the threat of a cup beating the living shit out of you because you spit in his face, you would never do that.

And today you could do that and they can rely, do anything to you. okay? So always like holy, should I don't want to do this because this could happen.

You'd never wanted to go to a store and and just steal things. Now they don't even run out. They walk out because, you know, that could happen, right? So the consequences with china and a lot of these countries, for you to think that, oh my god, gonna slap terrace ones could be crazy. We would dead right last time.

And i'm telling us about the market, throw the politics out, start looking at the names that are down the most because of terrace, because it's not going to materialized for all of these names and going to be very, very strong buys. Not only that, it's pricing. They see a coming.

And if they see a coming, they could adjust. They could have Operations. They embed to different areas, different geography with not terrace is only you see the risk now these things are putting back and they see that maybe as a risk, let's see what happens.

But I just think that pull off and a lot of the names where you concern about terrace is oval blown, it's not going to be bad. IT does not make sense for us and and I think that's a great place to make my about making money. okay.

You can touch about say, oh, that is going the biggest tire ever is going to destroy the global markets and only should IT I want to make money if you that's what i'm looking at all. I put my money. So if you want to follow me, follow me. Then right last time, people make a lot of money, ignoring all the bullshit, all the news and everything going out there. And I think they going to make a lot of money in that area as well.

Very nice. Well said. Look for the .

terrible pullback. Yeah and and know, hey, i'm not done. I'm not done.

I'm not going, first of all, thousands of four percent, right? With which economic sense I had up a lot. I think that stocks a little expensive.

That's a name that that we traded and did very, very well. And in our trading folio, which is attached to wash a blue premium, but also geo group, most I ena familiar with geo group. Geo is up thirty four percent.

You know what they do are the bigger owners of prisons and trump at all. Who is trump er anybody logically you we're not going to release criminals, especially the very next day when they're caught doing something and IT to fellow me. So keeping them in those jail longer are going to be good for this company and out of this a big short position.

He had this stock trade betwen twenty and eight um I don't know when I was eight, let me see was down was down and twelve dollars a couple months ago, september and now it's pop in and IT is at twenty and it's up thirty four percent that's ying to buy IT. You think it's funny with those players? Are you look at marijuana where I was supposed be improved in floria day or 电影 有 the lobby dollars you spend to get that approve what we're wrong。 What we're wrong. You kill us with that.

You kill us with that. Mors get started. I have no lobbing dollar there.

I was actually surprised. I didn't get, I didn't get passed, but I didn't. So yeah, post's till I fall today, this always just an election trade. You buy him before the election to sell before hand because there's .

just silly yeah well, anyway, name a guy now should kill me with that but I actually.

I want was for having a bit of if you get caught, you don't go to jail that's I don't care the people time out smoking in public and all that kind of crap i'm not that kind of guy but yeah if .

you have some in your car I don't want to get in trouble yeah this sentence was very strong against strong against I don't look at any you know pot stocks and see what's going on there. A few more things here is what .

you enjoy. I don't .

stock.

Enjoy, enjoy the flower, the go see a model .

point fully pretend you back in the stock like me, you actually putting real money behind. So also was in fed. Anybody know fed tomorrow, but they get a lower rates.

Yes, probably by twenty five. Best points will see, but lets you want to talk about he's just now again, every present that's common is definitely profit where you want in the lower rates constantly. It's why we arranged a CPI and make IT. So we never really have inflation which blew up in our faces and commas faces.

When you have eleven trillion going to the markets that you'd in hand to the banks, I get a credit crisis and they decide to hand out the money or who they are going handed out to what businesses this was given directly to people and loans and all them sets got me transworld to went through free and roof. But that's why we have rental. And housing is thirty, thirty five percent of the CPI, which makes no fun sense and make sense if you want to keep IT kind of stagnant because renters really go up other than those freaks in two years that they went up tremendous and now they they still going higher.

There's still going up rentals, which the housing industry too, that you're seeing interest rates rise, demographers tes higher. So for you, everyone think king, oh my god, markets going to surge on a on the housing market is a massive driver of economic growth in this country, massive. And right now you have seventy percent, eighty percent of people with mortgages that are under four percent.

And in order for them to move, they're going to have to move to another place where they're going to pay seven percent so they can do like the cross over movies, unlike you're upgrading or downsizing. They can do, hey, I have this type of house and I want to buy a similar house. They can do because I moderate is going to go incredible higher.

So you have a market that's almost like frozen as all these interest rates are high and they're high as the bomb k is telling us, you don't be so convinced. Like hay staffs and greg as trump one, that's a big drag. That is a very, very big dreg, and we need to see that.

That's why home builders to get smack today. And so we'll see what the fed does. Some are and not so much what is what they are going to do.

I was going to love by twenty five basis point, it's mostly factor in, but it's the commentary what you're going to say. But i'm instancy with the bond market as the bb market. Again, we see yellow rise on that when this was lower, which should be induction.

interesting. But when look at the modest rates they went from, what six point seven to six point eight five wasn't like this major move. But you need rates to come down in order to get that housing market getting that activity because you're not going to see people move back and forth. And so just rates too high. I mean, people have cash at different story, which is not a big part of the market, but it's ending the sea the fed does report tomorrow.

Yeah, the wizard of power is in a tough spot because he is political. Don't listen to amy, you know, he lies and says he isn't. They cut when markets were all time high, housing was all time high.

Inflation wasn't even near their target for kala. Now if they don't cut, he opens at kind of worms. He's gotta t twenty five basis pots tomorrow.

He's GTA stick to his party or his talking points about you paying attention the data. Da, data, data. Yeah if he doesn't cut tomorrow market, pull back big time.

Yeah and you're big power, right? I am.

I give me credit when credits do you just done.

deserve a lot. It's easy is where your compassion's.

I don't feel sorry for these people go into this um they know exactly what they're doing. They have an agenda. They do the agenda and then they just lie to enter you. They give a flying florida about it's not true. Look at the results. This is A I need to get my safe down because a shakesperian keep out myself is a shakesperian that said, the world of stage in the oldest characters and i'm after to google that I don't want to do IT right now .

though i'll keep air by anticipating, can tell you I hope he keeps power. I know it's a surprise, was like family we all about, I know our job is to hate that. You hate every federal reserve chairman, right? It's Normal.

You hate the freking guy. I'm OK. You make mistakes. He made a big mistake. Translate was a huge mistake.

After that, how do you give this guy in a plus with everyone telling them you're freaking crazy? You absolutely crazy for raising them that high? You remember all that talk.

You you ve got to know them right away and to see how a market reacted and kept where they were, and see the economy chuck IT along. You could argue this pockets. I are not doing that well, whatever, but I don't know who would.

I did a Better job because everyone was telling him to do the opposite of what he's doing for a long time. And I can't picture you right now at this time before yesterday and Marks going higher where you have rates at a level where you seen inflation moderate. Finally, the economies chug along at nine quarters.

And I think we have one two percent growth. There's a five percent growth there. And I think one of them might have been like one point nine, but very strong growth that you saw. The job market is very favorable.

It's not that yet to attribute all this to him, but IT doesn't matter because how do you look at policy? A lot of people say you shouldn't raise that has that was and people saying you should be cutting a lot more. But whether mark is right now and you're looking at the past year, you're a half again transitory is really, really bad.

And you can tell the guy on just you know, one call, that's fine, but met I don't know if you could find a person that one a Better job because we would have to either much, much higher or much, much lower here and seems like we're the perfect levels compared to where stock saw the economy is and things in the job market, labor market stuff. Again, it's always tough to get this right because people change, someone changes immediately, but will be interested to see if it's automatic. I gonna guy and I would just sit down and have a talk them first because, again, it's about the country and everything.

And I give the guy a plus. After that, I really do. And a lot you'll disagree with me. That's fine. You can and shoot on on both IT could have been a lot worse if you made bigger mistakes where you raise rate even more or if you didn't raise vest enough. And IT seems like it's been perfect based on the market where the markets is, the bond market is, are everything IT seems like it's been pretty, pretty good, although the bad market might be tell us a little differently now.

So other than that day.

I think panta will get to tomorrow.

I'm going to go into a some food stocks, from fact.

ID food stocks when you recommend you in a research of.

we put that in C. R. A in may, one hundred twenty percent since may.

Since may, I plentier what everyone is crazy, ever making me .

look smart and I deserve. However, the one big kicker that Frank and I were talking about, these themes and we were looking at, and the one thing we were on big was when the fed raised rates, when we got hinted that fed was gone to stop raising rates and the next rate move would be a cut, Frank and I started looking at companies that were not producing earnings in about two. okay.

So they're been losing earnings for years and years and years, and that's okay. And is crazy sound. You don't have to produce solid earnings or real earnings if your cash those are supporting when interest strates are low and investors are just looking at growth that all change when the when interest strates change, investors transferred from just looking at a grow baby grow to okay, grow but be profitable.

You prove that you can stand on your own two feet as a business where world shareholders through by backs. S whatever. That's what caught us on the talent here.

Also, the stock felber o ten dollars risk really got the risk. Then these guys are the clear leader in A I through government protecting allies. But then they also triggered this to say going to take our amazing services from the government agencies and giving them to corporate bring those on.

That's really what's going ganging busses. I'll breakdown more and some comments from his conference call that reading between the lines, there's a plentier effect across several different companies that we've been following. We talk about with the ceos.

They're amazing. It's basically like just the top brand or board that we should put together a list of, but there is a plentier effect of being first and taking care of your customers. Just old school business and that's what's .

going that's why so on yeah, we will take in more because when you could have the CEO of pretty much you want the biggest oil companies in the world, which is chevron, come on without being paid anything and tell them that their company has been completely transformed due to their technologies and A I and efficiencies that provides. This is a service that every single company in the world wants and they're doing IT.

It's not like, hey, we're going to do this for you. This isn't snowflake. This isn't salesforce. Oh, gona release these boats. And no, these guys been talking shit the whole time.

Because AI impacts their business directly allow the software company even gool you a lot of companies in impacts. These are guys that come to your company and things get much, much, much Better across defensive industry especially. But now the consumers is going to mention me, cover a little bit more, but great job by danger you up a lot of that stock.

And and that's another one that everyone has been saying pretty much for the past two years, like they said the tesla le of six years, it's expensive. It's expensive, is expensive. And you know, sometimes you can look at IT depending on if you gotta up the girl's numbers and they putting up the numbers.

okay. And the reason i'm telling this because I got my s kicked, not buying those netflix es in the microsoft twenty years ago and stuff because we will have have their expensive. But if if you capture the market and you're growing and you have a service that everybody wants, you're looking at plantier and you could say, you know what, this is actually a cheap stock because we don't have a lot of competition here in every major companies.

When I say we have fortune hundred companies, these are guys to spend tens of millions dollars. Because you're going to save an enormous amount of money and the productivity going through the roof. And you're seeing clear examples when everyone else is talking about going to use that.

These guys, this seeing examples and companies are coming out and saying these guys is holly shit men. It's amazing what they're doing anyway. Want one more note here? There's a company.

It's unna going to end on this because it's something that no one of the words going to be talking about today or probably next couple days. And I think it's relevant. It's a company called selinous.

I know you like Frankie, Frank and getting me selene's is a tober ling out, especially chemical company. They make pollen ers and use for war proof materials and paints. Use an electrical application, your glue lubricants, across several industries, the medical industry is to use for silicon, heart vows, artificial al nerves is a big product use in industries like construction, industrial, massive and automotive.

okay. And these guys are twelve billion to have a lot of very big customers where they have reported earnings. And the miss was one thing, right? They missed, they supposed to report two thousand and forty four cents.

Are two eighty five reported two forty four? That's a pre big miss. Their guidance, their guidance, they were supposed to generate for you for two thousand and eight, three cents.

They cut that to a doll. Twenty five. The stocks fell thirty percent yesterday.

Notice, pay attention. Because the election I did, they report IT early yesterday. They open and got nil later. And you say, well, silly is total destruction.

What why is a big deal? Listen to what they said for those that you think the economy is great and stocks are going through the roof, pay attention. This will we pay attention? They said.

Donor third court sellings continue to navigate persistent demand weakness across key and markets like paints, coatings and construction as the housing industry, as well as rapid and acute downturns in western hemisphere automotive and industrial segments. We expect demand conditions to worsen as automotive and industry segments react to recent dynamics by seasonally the stocking at heavy of the Normal levels. Guys, if you have stocks in these industries, you Better take a look because they're setting up and a lot of them are trading higher.

If you look at industrial companies, maybe you know the gms, it's doing well. They report a court for not so yeah, start looking at names within the sect. Sherman wame, just on into the down, Jones.

Start looking at these names, what they're telling you, especially with an housing, is it's getting exchange extremely bad. This is a massive you don't really see a company unless they have adjustments and write downs or whatever this did. IT was a clean number that they lowered tremendously, and that's why the stock lost thirty person of its value in a day.

Be careful in in these sectors because we own stocks and arab tremendous expectations are high and they miss numbers or they come out in middle quarters and say, hey, what we're going to lower our estimates. You're going na see twenty, twenty five percent declines in many these stocks. It's a very dangerous marking that they're be careful this is this should be talked even more and nobodies mentioning this.

These guys are a very big company and a lot of different industries and have very, very big clients. And they are saying those client are cutting back tremendously. And that's something i'm not hearing.

We just started hear in auto industry, we want about that, but you're going to start hear in industrial construction and things like that, especially what industry tes going high, which you should good that so prety crazy. I just I was fast. Yeah I like .

chemical company is there are definitely important watch.

So that's good stuff, good data. So really great stuff. Congratulations to present down trump looks like the same.

Will see about the house. And we will see by the next podcast, maybe podcast after we'll see arizona, the water park report. The numbers hopefully in count votes will see if yeah if that happens in time.

But anyway, congratulations, pretty good stuff. And you know tomorrow can be really big for washing plug premium. And also I got to give you get great news on our product.

So wash my premium, that is our premium pokus. And we tape IT every thursday, daily and eye. And we really dig deep. We talked about different sectors and mention stocks. We really dig in deep to a love names. Probably, I would say, at least ten, fifteen names will mention and a lot of them are in the news and what's going on, we have different pains.

We have access to hold the research report to saying one and i'm a really dig in deep to these things, at least our podcast ah and we charge ten thousand a month for this service, a service that our compares because we also have a news letter attached to IT, which are trading newsletter where we have recommendations pretty much every week or almost every week. A is a service that our competitors charge over two hundred and fifty thousand a month. Four in two of of you being a trading service which charging ten thousand a month just for the podcast.

And also that news comes attached is the biggest discount is the best products. Subscribers should have accesses product through our platform, which make a little bit pain. Y, S, however, we're now going to offer this broke, were going to put on itunes, you can describe the right to, and spotify anyway, you can download a podcast, guys, you're going to go several names, a few dams.

A lot of them are doing extremely well. The markets high and we have stopped losses on these things, and we take a few losses here and there. But overall, these are things that you can seen this portfolio, and it's really dead on because we talking about stuff that's going on the markets right now, IT stacks that are reporting and really being able to go in instead waiting every month for a new pic and stuff in some round newley ters.

Fifty four percent profits in deflects from january, october. I mean, this is just in this year, chemical, thirty six percent few months, february to october to tesla, forty seven percent gains. Uh, hms and hers.

Daniel, great job on that. Uh, August to october, fifty six percent gains. Variational, another one of his picks up a hundred thirty percent. A V, A V. We trade this one of forty eight percent if you accuse you a venture opportunity member that companies in our portfolio at eight, seven hundred and fifty percent winner for us. Okay, that's ince, two thousand and seventeen.

It's a name that I usually don't have the names in small caps that long but that one is just yeah drone maker uah, ukraine kick in and costly. I mean, just that the positive newsroom in the business is just booming for that I think is going to go higher. You will see bitcoin, the bitcoins of top, top we have you know goal recommended ded up eleven percent.

So you can see, you know, crp doin there or anything that we see within the markets. And it's a fantastic product as everyone that subscribed because I talked a lot of these people who invested our company in this round are where we just raise money and a close down on friday, by the way, almost everyone I spoke to face to face, who wants to talk to me and stuff about fifty seven investors or so everyone want to like this best practice. great.

This awesome. So it's going to be available on itunes. It's only ten mills among guy, which is nothing. I mean, scriver year covers a gas party for a month. If you hate IT, you could cancel IT, you know, a month later and stand box.

But overall, this is one of our best products that we have on the company will going to be marketing heavily. We're very proud of that. We do a good job in IT.

And if you guys are interested, let me know. So you you going to our website to subvert or you can subscribe. It's going to be on itunes, going to be on spotify, everything um which we're really, really happy about.

So it's going to have a much, much bigger reach now just being able to subscribe to our platform and us email ing you everything. So it's can we really, really come looking for you to IT? So guys I want to describe you can email me, Franklin research to whatever to our website.

And it's going on itunes to spotify. So dane of hour and seven minutes were in. Lets talk about today. So other than that, any parting words I don't see .

tomorrow. Come Frank .

arch s see them more. Death is subscribe. awesome. We going to have some lots of ideas, break down a lot of stocks that are moving tremendously today.

Pretty cool stuff will see them take love this epsom wall and plugged. I think you really love wall street and plug for me. The wash of premium is my members only pocket why I dive even deeper into this week events.

While do even more than tell you what's move in these markets, take specifically what moves you can make today. So this is going to be about trading a big money in your pocket right away to inconsistently I see daily in the market. I'm so about specific investment ideas on recommending and tracking each week that I believe would be impact directly by everything I just talked about today.

Plus you're onna get a chance ago even further down a ababa le with me and my cohoes is dane reach as discuss which of these week's trends could turn into massive windfall? Could big trends that we see look in horizon? Also, the news were picking up from our network of insight, which has gotten bigger and bigger.

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