Or not here. I come hey everyone me kevin here in this video. I'm'm going to give you the exact details of what i think about the market. We are now whether i think it's by time or sell time and i'm also going to tell you about exactly what's going on with my portfolio.

Whether it's stocks or real estate. Now every time. I make a move you all know that every one of my moves is broadcast first to my course. Members in either our private live streams or via alerts that i send and you get a lifetime access to those programs.

When you join and you want to join now before july 28th. Because that is when we have a massive coupon expiration coming up so mark your calendar for that. But let's get that out of the way and now focus on what we want to talk about in this video. Which is number one i've gotta address inflation because if you have a different belief about inflation then you're not going to want to model yourself.

After this opinion and of course. I can't give you personalized financial advice. This is just education to try to help you see okay. How do i believe these perspectives fit into my investing thesis.

Then i'm going to talk to you about what i think about investing in this time. I'm going to talk to you about what i think is happening in the market have we hit a bottom. And then of course stocks and real estate in the portfolio. Okay so the first thing that we really have to address is we have to understand this chart right here.

Now this is a little bit of a tricky one to to really understand because it's it's just built on numbers that don't actually make sense to a lot of folks. So let's go ahead and set myself up actually i like this size right here. There oh there we go we'll set myself up like this okay. So what this chart is is actually just the raw cpi numbers chart.

And that's very very important because if we get lost easily in the nine percent figures. And you know the eight percent figures and here's how inflation works when we get an inflation read what we actually get is a number uh like up here. We'll get a number and it'll come in at let's say 300 let's make that very easy right and so if we are at 300 here and we look back at the last july and we were sitting at a cpi read of 270 or maybe like 272 ish. There.

But just to make math simple then we might look back and. Go. Oh that was a you. Know 98.

Or roughly 10 move in inflation. Right. That's very important to know because in order for cpi to keep going we have to actually see that cpi number continue to rise so in order for us to get another 10 inflation set next july. We'd have to look back at.

This 300. Over. Here. And go.

Oh wow. Yeah. Now we're at 330 right. And so that that sort of rule of comparing to a high base makes inflation likely to go down solely on the nature of it's hard to kind of keep building on top of building.

And there's a very fascinating thing that happened here take a look at this this dip right here was the covet dip. And so what happened was when we compared march and april low inflation. Data. Where prices actually came down or disinflated a lot into where we actually saw that base cpi number came down when we compared to that in the spring and early summer of 2021.

We saw a much more rapid increase in inflation because we were comparing to a hole right and so that was sort of the first impact that we had where we're like okay we're going to see greater inflation from base effects. Unfortunately what ended up happening is we had problems on this end of the curve. Which came after you saw this flattening of inflation in the summer of 2021. Which is really incredible because here we were looking back past the hole now and we're like okay now we're kind of back to moderating inflation.

But the problem is this line over here really got propped up by multiple things first it got propped up by delta. The destruction of supply chains the hyper stimulation via stimulus checks and child tax credits ppp bailout loans money that often went directly into the stock market right then we saw inflation really pumped from delta inflation continued to inflect higher. Probably. The arrow pointing here is a little bit better.

Because of the delta variant or sorry of the omicron variant and then of course. We had the explosive war over here that pushed inflation to new highs. Now my expectation is that inflation after these three things play themselves out will really have no choice. But to moderate this chart will slow down and we'll see this relax towards the end of the year now it could be entirely wrong.

And that's why it's important to set this investment thesis up as my investment thesis. Is built on the idea that inflation will go down. It is propped up by three things that will end up being transitory in nature. And it was really propped up by four things right original covid.

Then you've got uh all macro. Then you've got delta. Then you've got omicron and then you've got war. And that these things will pump up inflation temporarily this line here and eventually they won't be supporting that line anymore.

And it comes down it flattens. Which is the same thing that we saw happen in the summer of 2021. When inflation was starting to flat. Which was great i think we'll go back to that but it's not just a matter of what i think will happen we have two people or two groups of people that actually agree with this substantially one is the market.

The market via. What are known as five and ten year break even yields are expecting inflation to plummet in fact usually inflation expectations plummet about two to three months before cpi actually falls well folks inflation expectations have already plummeted. We are now at peak cpi numbers. But in two to three months.

We can also see inflation plummet so it's not just the fact that we're going to see that sort of hot air balloon of of heat. Getting pumped up by these three four massive cpi pushing events go away. Those will become less of an impact. But we're already seeing the market expect inflation to come down.

And the second one is we're seeing consumer expectations for inflation come down previously. They've been stable now they've actually started coming down. Which is really really good and in addition to that we're seeing commodities fall. And when commodities start falling.

Then we start seeing producer prices fall. And when producer prices fall eventually. So then do consumer prices. Which is very very important okay.

So why is it so critical to talk so much about inflation. Well because if you believe that everything i just said is wrong. Then you're going to want to have a different conclusion. If you believe that kevin the line you showed us with the hot air balloon propping it up at those four different points.

That is going to continue we are going to see inflation continue. Because let's say the war in ukraine is not over yet. We still have supply chain issues that's fine. But when you look at shipping prices.

Commodity prices energy prices they're all already coming down. So just be careful. If you think that inflation is going to continue to rage and continue the argument. That that's it we're going to have to get paul volckerd.

Well folks you probably are going to miss out on gains in this market. So that actually makes me bullish that this temporary inflation. We're seeing is an opportunity to buy and that we're still not seeing the characteristics that we really need to have to suggest that we will definitely get paul volckerd in fact one of the reasons that i started rebuying in this market is because i realized we don't yet have the conditions and they could come we have to pay attention to them they're always little red flags that pop up and i pay attention to them daily. But we don't yet have the conditions for a wage price spiral.

We do have broad based inflation but if that inflation only comes for shorter bursts of time well as we saw earlier the line will mean when we hit the next cycle. That is in a year from now and we're comparing back to these really high prices these high cpi numbers. We shouldn't see those same ones. Again.

Obviously if inflation does end up proving to last in a broad based manner. Then we'll end up having to get paul volcker. But i expect and we'll see so do markets and so do consumers that within the next two to let's say four months. We'll start to see uh.

What we can actually call not inflation. But we actually call it disinflation and this is where we start seeing the prices come down. So that will reiterate the need for us not to get paul valkart and the fed has not expected or even expressed. The attitude that we need to get paul volcker.

Although they've started to hint at their admiration for paul volcker. Which which definitely gives us reason for being concerned that oh no you know when the fed starts hinting. That paul volcker is a great person they did great things then you do start getting nervous a little bit. But fortunately.

The data is siding with we don't need paul volcker to wake up all right so. That this is sort of the baseline that you've got to understand because then when you look at portfolio construction. You want to ask yourself well if inflation is high now what do you want to do when inflation goes down well. When inflation goes down.

We're going to expect that the fed's rate action is going to come down the pressure on them to continue to raise rates will come down this is actually likely going to create a few opportunities. The first opportunity that i think it creates is we're going to see a real estate opportunity. Because what you'll have is you'll have a lot of folks coming off peak mortgage rates buying properties at uh in let's say less competitive environments and potentially some softness and real estate pricing. Whether that's from between five percent or twenty percent.

Uh softness and pricing really depends on your market and a whole host of other factors. But i do think once we start seeing uh for the federal funds rate stabilize or come down or expectations that it'll flatten come down or the expectations come in that the rates will come down. Then i think there'll be an inflection point in real estate. Where we'll be coming off a season of less competitiveness and softer pricing.

And i think there'll be a nice opportunity to buy real estate at slightly depressed prices and we'll probably have that opportunity for one to two years which i'm very excited about which is why i will be launching a series a that's all about investing in real. Estate you can learn more about that by going to medkevincom. Series. A and learn more about it there once we have more information to share.

It's gonna be sas style slash real estate company uh and of course. The first people who will have the opportunity to invest for an exclusive 30 day period at uh. The best pricing will be course members. Which of course you can check out the link at two courses linked down below okay so real estate.

I think will be an opportunity. But also when inflation and real estate and rates that has come down. I do think we're also going to see a substantial opportunity in stocks. And it's specifically going to start in my opinion with a bottoming of tech.

Which we may already have seen and then a return to risk on i would just caution that if you see a return to risk on like what we've seen in bitcoin prices or even. The nasdaq which i can show you graphically. Here. Then you can be coaxed into getting into money losing companies or profit.

Less companies sort of more immature companies money. Losing companies aren't necessarily bad companies. They're just more less mature companies so a company uh with companies which i've sold at substantially higher valuations because i said you don't want to go into a recession. Owning names like a firm you don't want to go into a car recession.

Owning names like shift you don't want to own a money losing company that's having trouble getting to profitability like like lemonade. I hate to say it in a recessionary environment. You don't want to own a flipping company like open door redfin in a recessionary environment. These are all the decisions that i talked about and made very very clear on this channel back in january.

I know some people are like oh kevin like i can't believe you would paper hand. Those names well. I did and i'm glad i did at much higher prices. Because those aren't names that you want to hold going into a recession.

But potentially if the recession is now priced in and we get to a risk on element. These names could actually do quite well i mean redfin under 10 and the potential of of real estate going through that soft patch and then rebounding. It's kind of interesting you probably see some pretty outsized gains at some of the companies that i just mentioned if we get back to risk on however risk on always and this is something you always want to remember when you go into a risk on trade you always you can't really buy and hold these you have to watch those as companies that when the markets shift you have to be willing to sell otherwise you just bleed out and you end up down 70 to 90 right it doesn't make sense for example when coinbase got banned in their opportunity to lend from the sec. That was a big red flag because even in my original analysis videos.

I said any valuation that props up coinbase relies on them switching to a layer 2 style of income and if they can't do that they're worthless. So you get problems here so the problem with risk on trades is that you have to trade them right. And this is where i personally actually prefer tech stocks like larger tech stocks and companies that i don't actually have to actively trade. I don't like actively trading because it's very very difficult to actively time the market though oftentimes you can do quite well.

And what i like to do is i like to use a strategy that involves doing the opposite of what emotions are and so for example if if markets are booming. I like to trim if markets are falling. I like to buy and when markets are booming again i like to sell now. I did this if you go back and watch my videos you'll see that in november when we peaked.

I started trimming. I said this is euphoric. I think this is unacceptable i shorted arc k at a hundred dollars. I really wish i held on to that short longer uh.

But i held on to that short everybody in the comments got mad at me for that how could i be such a fudster and short arc. How can i bet against innovation. What an idiot and comments really do get to me. It's problematic.

I i've really really had a hard time this uh the last six to seven months. But that's not something that you care about you care about the information and that's fine. So we'll keep it to that but anyway uh. I like trimming in times like these taking a little ten percent slice off like end phase or matterport and gosh you know in hindsight you look back you're like why take off 10 slices should dump the whole thing.

Oh well hindsight right. And then what i really like doing is buying in these areas in these troughs and that's what i think we're in right now. And something that keeps a lot of pressure off of me is just every so often as i close a property. I close a real estate sale.

I get some extra money. I just buy and that could be in a variety of different ways and i'll tell you about that that could be in a short position that i think is actually bullish to what i think is happening here inflation coming down. I'll talk about that it could be in a dca into an m1 finance pie where sort of have a basket of some of my favorite names that i think are going to do well. We'll briefly touch on that as well so i think this is an opportunity.

But again this here relies on not solely trying to trade. I understand some people say oh. But kevin you sold everything you know you sold your portfolio in january. Which wasn't necessarily at the top.

It was probably more like here. And i probably rebought here so this was november where i did some trimming. I'd probably say selling here rebuying here. 20 25.

Later or something like that for a lot of stocks hey that's useful for covering capital gains uh maybe some stocks even lower some of them have gone down another 50 60 from there. But some of those are not stocks that i want to re own anyway okay so in order to do this you've you've got and i don't advocate kind of trying to you know move a whole portfolio like that but i do advocate dumping stocks uh that uh you know in january that we knew are money losing in companies that that are probably going to do quite well and had you done those you would have saved losses of 50 to 80 on some of these right anyway so if you believe the market and consumers are right that inflation is going to go down that the fed is going to end up being right that what i said is going to end up being true that inflation will end up coming down. That there's just going to be a lag time between now where we're at peak inflation. Data and inflation actually coming down uh.

Then then you're going to want to be ready to buy real estate. Relatively soon uh you might potentially consider buying real estate in my opinion as soon as the end of q3 uh. And as early as uh as well as probably as late as like q4 q1. But but yeah really as early as the end of q3 could be a time to start really shopping again and so that's what we're preparing for in that series a now tech.

I really prefer because i don't feel the need to have to dump it when things really get tough because they're money losing and i'm uncertain about their survivability or whatever. And so the risk on trades whether that's a crypto or you know a more at a startup style company you want to be careful here okay now what am i seeing in the actual uh charts yeah. Briefly and then let's talk about my portfolio and how it sort of fits into this uh and and where's the you know selling everything right okay. So the first thing is take a look at this this gives you a little bit of perspective on the weekly chart for the nasdaq.

You can see the weekly chart for the nasdaq. Here has followed this pretty gnarly slope down. Here and we've really bounced off that pretty dramatic declining chart here. But what we've noticed here is that even though we've capped out over here and we've kind of followed this trend.

And we've hit this triple cap over here. We're now at an opportunity to show that this trend can actually hold this break right here. Because this is a break of trend. And if we can break above this trend line here for the nasdaq on the weekly chart.

I think there's the potential to say that the bottom is behind us that is not necessarily guaranteed. But if the bottom is potentially behind us it could make sense that we have a risk on or sort of re recession relief rally that brings us into the territory of nasdaq 338 to nasdaq 378 this range. This would be a retracement of 50 to 78 percent. I don't believe that we really deserve to rally above the 78 percent line.

And i would probably would consider really hedging around the 61 to 78 percent line and you could write that in as consider hedging between 354 and 378 and maybe even consider going as far as selling above that 378 figure. But i do believe if we break here we have the room for a nice rally. Which will be very gratefully received by many of us now. There's always the possibility that it looks like march.

Which is over here. Which march was really just the beginning of a further and larger downtrend. So we have to be careful about this and that you could see what would happen over here. Well actually we don't have the fibonacci up for this but we just remember that when we compared the fibonacci from here to.

Here we did retrace over. 50 we did retrace over 618 percent. And that's when we started saying. Hey.

Careful you know we really shouldn't be running like this yet. We're not even close to inflation going down. Yet and sure enough we ended up having more bottoms now that doesn't mean that i've been perfect with my portfolio. I absolutely have not been perfect with my portfolio.

But i've done what i think is best and that was in january selling everything to get rid of any kind of money losing company any high risk company. I was able to sell everything and that included my tech. That included my crypto that included my risk on now. I did not trade into some crypto after that and unfortunately had some losses on ada.

But that was a fraction of my previous position i just want to make that very clear again not perfect when i say i sold all my crypto in january. But i did sell my crypto in january. I just re bought and then and then sold again a little after that but anyway. I'm glad i got rid of all my risk on and i really haven't exposed myself to a lot of risk on yet risk on probably represents maybe one to two percent of my portfolio uh.

You can't really see that there so i'm going to write it over here risk on probably represents somewhere around one to two percent of my portfolio for risk on not super jazzed about going into this even though. I think this is where larger attendees could be now if you really want to play those large attendees or sort of upside hedge. One of the things that you could do is you could kind of go for like yolo calls. But look for companies that have low implied volatility like i mentioned tesla.

Although tesla's not really a risk on play test is more of a tech play. But but you could find companies with low volatility right now tesla did have low volatility right before earnings. Which is weird that they had low iv right before earnings. But anyway.

Yolo calls can be cheap. Then on these. And i call them upside hedge protection. They're kind of like yolo calls that you make expecting to lose money you you put in like half percent or or a tenth of a percent or one up to one to two percent or whatever and yolo calls and you do that to sort of prevent fomo from getting to your entire portfolio because like the last thing you want to do is let's look at a company like a firm.

Which is quite risky if we have to continue to see allowance for doubtful accounts increase. Unless of course. The recession. Bottoms and this is a great risk on play going all in on a firm uh might be quite risky.

But if volatility is low and you take one percent and you go for a low low out of the yolo out of the money call and you can you can see a substantial amount of upside in this if it rallies well now you don't feel bad that you didn't go all in on your portfolio. But now you also didn't expose yourself to that much risk right so that's what i consider an upside hedge again yolo calls you want to look for these. When implied volatility is low and then when we get to higher levels on the fibonacci that's even sometimes where you can get hedge protection like yolo puts. But again these these risk on kind of plays should be a low portion of your portfolio and they have been the biggest name uh in terms of a risk on position that i've gotten back into around this four dollar range uh is matterport whether through shares or sold puts or whatever.

That's probably one of the biggest that i've gotten back into uh. But i'm also considering uh. Honestly things like especially after the dips that we've seen over the last couple days. Things like carnival or play uh or win or uh or or etsy uh.

Although some of these are more you know i would say these right here are your risk on these are more sort of the consumer staying strong or coming back plays that i feel like could be a a little weak right now but these are trades that i'm keeping a smaller portions of my portfolio because they're not necessarily companies that i need to see in my long term kind of portfolio forever. Instead. What i have been using all of this dip. Time as an opportunity to do is really build out my tech position more and my tech position uh mostly consists of tesla.

I have over 25 000. Shares of tesla. I'm really trying to get i've got a personal goal of trying to get to 30k shares of tesla. I'm not there yet uh and you know we've had some increases in the pricing.

Here so it just makes it harder to get there. I don't necessarily need to do that though because i'd rather spend a little bit of time diversifying into my m1 pi. Now my m1 pi. The exact proportion is linked for course members.

But it gives you just to give you an idea it includes some of the travel recovery plays whether that's the uh the etsy. The the uh you know win i talked about but it also includes really my favorite and core tech names now even though. I really think that uh or have been thinking that homeowners would stop spending as much money on solar in a recession. If we actually don't end up seeing that real estate softness envase is a phenomenal company and it's a great play i'd love to buy it weaker.

But rather than try to perfectly time in phase uh. I i sold most of my in phase at 196 which i bought at like 120 oh. Well i know it's at like 215 now it kind of makes you look back and go dang should have held. But hey you know what oh well so what i'm doing with my m1 pi is i'm diversifying between companies like enphase.

Nvidia and uh and even like visas in here tesla. But sort of my larger core position is going to be tech. Which will include apple even microsoft plays like that my core tech. Plays.

And the reason. I find my core tech. Place to be so critical is because these are companies that i don't really feel obligated to dump uh during during duff tough times. And although.

I made a trade in january got back in in march and april uh and the end of february. These are not trades that i ever really feel like i have to be concerned about where in 10 years. Do i really think i'm going to look back at tesla and phase in nvidia. And go.

Oh darn wish i sold those because they ended up losing money probably. Not apple microsoft right these are not companies. I'm really worried about in the next 10 years. So you can kind of set and forget them that's unlike remember a company like that's very risk on like a lemonade or shift or a firm.

Where if you set it and forget it you could really get burned. Those are not set and forget kinds of plays because they're they're emerging companies. They're very risk on companies. So i've really been building my portfolio here with uh.

The tesla. The nfa. Nvidia and now since prices are starting to kind of rotate up a little bit. I've got a good position in tesla.

Really diversifying into this m1 trade uh and and that gives me an opportunity to sort of diversify again. But the next thing that i'm also doing is i'm shorting the dollar. I've been buying udn as soon as the dollar broke parity with uh. The euro uh that is the the the euro uh fell under a dollar.

Which was quite remarkable. I i bought a large short position and i'm going to keep adding to this uh as we kind of move and dca into this a little bit here. Although when i say dca it implies. It's been going down.

It's only been going up since i've been buying it that is my position has been going up since i've been buying it which is great and i kind of expect it to continue to but i'm not going to keep buying it i'm not going to like follow this thing up. But if it does if the dollar strengthens. I'll increase the size of this position. The dollar weakens.

I'll increase the size of this position a little bit more. But i'm not going to go too crazy on this although i'm already into this for a few six figures and uh and i'm interested in getting it uh making my position a little larger here so what this is again is it's shorting. The dollar you buy udn. It's an inverse dollar etf.

You're shorting the dollar. It's an expectation that the dollar is probably going to weaken the euro will strengthen and and really what this is an expectation of is inflation being transitory as inflation goes down our bond yields go down. Which push puts less pressure and desirability on our us bonds. Which creates less pressure on people buying the dollar.

Which means the dollar can actually weaken now some people are like oh. My gosh isn't that betting against america no it's betting on inflation going down which in my opinion is allowing me to really have ups outsized bets on on betting on america. So uh. Why do i say i'm selling everything well uh or or that i have sold everything well.

It's because i sold all my real estate that i wanted to i i think this is quite remarkable. But i finished i've gone from 27 socal properties a portfolio worth somewhere in the neighborhood of 24 million dollars down to five now obviously this was leveraged right. It was somewhere around 55 percent debt obviously there are going to be some long term capital gains implications to this but the big reason for making this transition uh is is uh two folded number one. I did not want to go into margin to play pay taxes.

I had an opportunity to uh to to buy a really big asset at the end of last year. But i thought it would be terrible in a recession. Which didn't know we were going to go into recession. Glad i didn't do that would have given me a lot of tax write offs.

But i think it would have been a terrible idea in a recession. So i had to pay my taxes. I had to pay uh over 10 million in taxes. Which is which is quite insane.

But hey you know what when you have a really good year like 2020 or 2021 you pay your taxes you have to pay your dues. I also paid off at every dime of margin. I have so i have absolutely zero margin. And what i've really been trying to focus on doing is taking my money and building.

My portfolio mostly in tech. And plays that i think will do well when inflation goes down. So i'd say i'm probably uh 85. I'll say about 80 percent in tech.

Maybe uh you know two percent over here on the dollar shore. And this is just rough off the top of my head maybe one percent on the m1 which i really want to build this up build this up to like say five to ten percent uh and and then i've got some cash and then obviously the leftover properties. That i have which are either under construction or the house that i bought from my dad that i own or the the properties that i'm using for living in and for work for example. I was considering signing a commercial office lease for our new series a that we've got coming up.

But i really decided that i want to wait for softness in the commercial leasing space. Because if the real estate market does slow down. I don't want to lock in a really really expensive lease. So i'm going to hold off on that and i'm going to use a property and convert that to an office rather than selling that property because it's something i already have and it makes a lot more sense money wise.

So i sold this real estate for number one reason taxes number two getting out of margin. But then also uh preparing for that series a opportunity. I want to have money as much money as possible for that series a opportunity because i want to throw a bunch of money into it too and invest alongside either you or course members or whatever at uh. You know the best valuation that we possibly can which will probably be just a one to one valuation like my money will be worth what your money is worth.

But this is not designed to be a solicitation. So i don't want uh to confuse anyone certainly not the sec. So uh these are just some thoughts that are going through my mind. It's not a solicitation for you to invest with this so um.

Where do i position myself uh from here like what what you know what why am i going into tech. Why am. I selling real estate and going into tech well let me make that clear to me. It's sort of a real estate cycle.

Play and the idea is if i get rid of my obligations for taxes and margin. Which i've done never been margin called. Which is great what what happens then well i'm throwing money into tech. Which unfortunately has kind of been this like furnace this fireplace.

It's really felt like wow. I sell a property i throw it into tech and then it's like i lose all that money and it has felt very very bad uh. You know going through march april may may was probably the bottom of the market june. These these have been rough times.

Now we've had some little you know weak rally here the last week has been phenomenal. Which is great which finally makes me a little happier again. Because i i hope the market is seeing that yeah inflation will end up being transitory uh. So yeah.

I'm look. I'm glad i sold everything i wish i waited maybe an extra month or two to really go heavy back into the market. But hey can't do that i think i made a good move and now i'm sitting in tech. And i'm taking money from real estate and throwing it into tech or that udn short of the m1 pi and what's great about that is i really believe this and i could be wrong.

But what i really believe is the stock market has done this i think we're we're either here or we're at sort of close to a turn and and i don't know how quickly that'll go up it could be very slow like a longer u shaped recovery right. But i definitely think we're somewhere along the bottom. I think the bottom ended up being 268 for the qqq you know we're sitting at like 310 right now so maybe. That's like right over here and for me.

This has just been buy time right here as i said. I've done and will do and what i teach is you buy when there's pain you buy when there's blood on the streets. That's what i've been doing unfortunately you get your hands bloody. Too you know everybody's like you're catching a falling knife whatever.

But i think that as we see the stock market rebound and let's say we're here you know 50. Oh you can't see that let's say we we go back up to uh you know here. It's a 50 retracement. There we go to uh to what we mentioned on the chart earlier.

Let's say we go back to here. I think at this time. We're probably also going to have seen real estate. Do something like this not necessarily a giant kind of crash.

But we'll be at that intersection. Where i'll have thrown money into the biggest pain point in the stock market hopefully ridden that up to whatever the softest point is we get in real estate. Whether that's minus five percent in prices or it's minus twenty percent of prices. I think there'll be an intersection of those because real estate's so slow.

And it's really lagging behind. The stock market right now. And it's going to give me the most capital possible to buy real estate and to invest in this series a that i've got coming up again. It's going to be real estate meets sash sas software as a service and it's going to be really really really exciting that it's basically that is going to be my life's goal.

So. When i say like selling everything. And i sold all my real estate. It's true.

I sold all my real estate uh with the exception of those five core properties. I'm keeping and it's really to go into something what what i think is like this is this is my dream and i never really talk about my dreams on this channel people are always like oh. What's your number like when are you going to retire right. This is it like my dream is to build something for my children to build a company that my children can work for if they want to uh to build equity in a company that's mine.

And not just other people's companies in the stock market uh and my goal is to to really see something that i could take from uh. You know let's say. I don't know 50 million dollars. And and turn it into a 500 million dollar company turn that into can we then turn that into a five billion dollar company before i die right that's that's my dream.

That's my goal so if people are wondering like what's my goal it's that uh and i really think i really admire by the way is people like oh. Well how are you gonna get paid for this or whatever. And my my thought is i really want to pull an elon strategy. Where uh.

I i take zero salary like if the company doesn't make money we don't make money. There's no like dilution day. One it's like we invest one to one in this deal right uh that's that's my vision and my dream and and that at some point in the future. Then if if i can uh.

You know take the valuation from 50 million dollars to 200 million after an ipo like i want to ipo this thing. That's my dream. I want to ring the bell with this company well then maybe they're like some stock options or whatever. That's that's sort of my thesis is like i make money when we on on doubles or quadruples right so that's my dream and uh and i don't want this to be like uh you know kind of like a you know crazy like valuation.

Where it's like a meme stock or something like that i really want to build this as something that's like my admiration would be like a warren buffett. Berkshire hathaway style just slow and steady. You know what you want to do you've got the time horizon to do it got the skills to do it in real estate. And the plans and the know how i'm excited so that's another reason that i sold a lot of my real estate is to really go into that and i know some people like why would you sell real estate to go into real estate.

Well. Because it's it's going from personal real estate into company real estate. Uh and and this business opportunity and building out the sas biz whatever right so anyway okay. There's a complete update and all my thesis uh injustice straight up chat time you and me i hope you liked it if you like these kind of discussions.

You know i like doing things like this with my course. Members as well. I don't know if uh people on youtube like this versus like all the charts and the data and just give. Me the news give me the info.

But i just thought i owed you a one to one and here it is thanks for watching goodbye.