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⚠️⚠️⚠️ #flashsale #market #meetkevin ⚠️⚠️⚠️
📝Contact Information for Kevin & Liability Disclaimer: http://meetkevin.com/disclaimer
This is not a solicitation or financial advice. See the PPM at https://Househack.com for more on HouseHack.
Videos are not personalized financial advice.
Now we gotta talk Catalysts. We've got some big catalysts coming up. Uh, this week where you've got earnings. Catalysts, We've got Fed Catalyst We've got inflation Catalyst We've got a lot of catalysts and what I do not encourage you to do is take a shot every time I say the word Catalyst in this video.
Even though that would be really entertaining, it probably wouldn't be healthy. And if you want to see the shadow of my PP make sure to check out my Instagram story from yesterday morning at meet Kevin You can see what the shadow of my pee pee looks like. But first, we have to talk about Catalysts. So first, we have to understand that the market this year so far has been rallying.
We know that that's pretty obvious and I want you to see exactly which sectors it's been rallying in because these sectors have some really big earnings coming up. Take a look uh on screen Now you can see the Catalyst here. uh, or or those that have rallied the most for the year. Rather, the sectors have rallied the most this year.
Consumer Discretionary up 16.3 percent, tack up 12.3 percent communication Services up 13.1 with negative Returns on energy utilities Healthcare consumer staples. And what's fascinating is we've got some big Catalysts. That's a key word to take a shot, right? Uh, for for this week. starting with two big ones on Tuesday remember Monday the market is closed for President's Day Tuesday we have Walmart and Home Depot Uh, those are gonna be big And the reason they're going to be big is because you end up having a big inside scoop into what's going on with two types of consumers.
Actually, really three types of consumers you have Home Depot which will let us know how the homeowner's spending is. Uh, is is is transforming now. Remember what's crazy about? this is. uh, the people who spend money at Home Depot are 90 homeowners.
Ninety percent of people spending money on Home Depot On those are homeowners doing homeowner projects. And when they stop spending money, it's because they start. They're starting to feel the crimp on homeowner expenses. See when the market is going up for real estate.
People think that spending money on their homes is an investment. That's stupid. That's how to go bankrupt. Okay, if you buy a home and you keep doing projects and you keep renovating, you're doing it because you want it and you want to feel good about yourself.
It's not an investment. It rarely isn't an investment. Rarely and don't think you're part of the rare. you're probably not if you're watching this and you're like man.
I Just did waiting scouting everywhere. The value of my house is way higher now. Wrong? Anyway, Uh, so we're going to learn about the sentiment of households. Generally wealthier households.
People who own real estate are generally wealthier than tenants to the tune of 10 to 20x. Walmart Will let us know about two types of consumers. one your lower to middle end consumer who always shops at Walmart but also your downgrade customer. That sounds offensive, but I mean it's true. The wealthier customer who's now going from more expensive stores like maybe a Whole Foods and they're actually going shopping at Walmart leading companies like Whole Payche I mean Whole Foods to actually start reducing prices for their Foods because they're realizing they have to compete with Walmart because they're losing their customer base to Walmart So getting reports from Walmart and and Home Depot really important for understanding what's going on with discretionaries, but also understanding what's going on with Staples Really big Catalyst there for Tuesday morning and they can also give us a heads up into an inflationary impetus of the market. What is the what Are those earnings calls going to tell us about pricing? Very very important. It's some of the most important leading data you could look at. People hear me say earnings as leading Catalyst And they're like nah man nah man I like I like lagging stuff like like unemployment reports uh oh man, uh-uh Walmart and Home Depot It's where it's at, so pay attention to those.
Tuesday Tuesday After the Bell Uh, Actually, you're also before the Bell, you're going to get some Philly Fed surveys. Fine, we'll cover that data. Uh, Tuesday After the Bell you're going to get Coinbase Palo, Alto Networks, Toll Brothers Caesars and Jit Zip Recruiter. It should be pretty obvious why these are important.
Obviously, with Bitcoin going up, maybe you would expect better earnings for coinbase. Although, you should always expect the unexpected when it comes to playing earnings. this is why sometimes playing earnings is actually pretty difficult. Palo Alto Networks look at Fortnite and Cloudflare are any guide.
They're going to kill it. but then again, maybe that's expected. Toll Brothers This is your wealthier home builder. How are they doing? We'll find out Caesar's entertainment.
What can we learn about? maybe uh, International casinos like Macau but also Las Vegas uh zipper. which we expect to Boom in really the casinos zip recruiter. How are those leading indicators for job openings? And how do they compare to? the Jolts report? Indeed.com suggests that job openings are actually flat. That's good.
We want job openings plot because we don't want a wage price spiral. Just like what we'll learn on Wednesday morning before the Bell when we get data from Fiverr That'll help us know a little bit about sort of that contract worker. Apple Just apparently tanned. A bunch of contractors and people are a little bit pissed who are contractors because they're like Apple told us we were safe.
Apple was bragging about being the company that didn't over hire and so they didn't have to lay off. And they're not laying off. they're just firing contractors. which technically isn't a layoff when you're a contractor. When work slows down, you get fired. That's called being a contractor. You don't get the phone call anymore anyway. Overstock Uh, learn a little maybe a little bit about E-commerce Wing Stop chicken inflation Look, we already got uh uh Tyson Food We already know that there seems to be somehow all of a sudden less demand and less pricing power for chicken than it previously was.
So we'll see Wednesday after the Bell these are some big ones video. What's going on in that chip sector? We know PC demand has been crap, but are we actually starting to see some server demand pick up again based on what you're seeing at some of the software companies? Maybe maybe you could actually expect to see some more server demand? Uh, Teledoc I hate that company. but we'll see what happens. Uh, in case you're wondering why you could just type into YouTube meet Kevin Teledoc uh I I think it's very assembly lined.
lack of Personality or lack of personal relationship? uh service. It's very convenient for just bull crap like dude. I got an ear infection, just prescribed me some antibiotics. damn it right? Um, but uh but uh, the biggest thing that drives me nuts is how they have in the past and still do propped up their balance sheet with a nonsensical, inflated amount of of Goodwill Anyway again, you can search YouTube for that so who knows, maybe they'll do great.
You just inverse Kevin on that one. But anyway Etsy Lucid Dutch Bros Matterport Lemonade Now I'm actually excited about Matterport because Matterport has been growing like crazy their user base because they release release this new camera or a module attachment for the iPhones or smartphones and that lets you basically use the lidar sensor on your phone to do Matterport scans. Now the device is not good. I I did not like it.
a Matterport actually gave it to me for free. Uh and I emailed them and I said I I am sorry I I cannot pitch this the phone version I Love the big boy. Okay I like it big I like the big black one. that's the big black camera device, that's the all-in-one and it spins around.
It's like really strong and powerful. Amazing. Really good. and I'd love to try out their new Matterport 3 I think it's great.
Well, the problem is, you're in a seasonal cycle or cyclical site. Well, you're in the cyclical environment where real estate is slowing down, the amount of the amount of money agents are making is slowing down, and that means the investment agents are going to put out I think is lower for listings and so I think you're going to see a drop off in Matterport signups. but again, maybe inverse. trade that one because you know it could be wrong.
You know the leading indicators aren't good for Matterport, but then again, the leading indicators were terrible for Airbnb and they smashed it out of the park. Oh well. Dutch Bros Lemonade lemonade will be interesting because the financials of lemonade are not great, but their stock has been down so much. makes you wonder if they're maybe a little bit closer to the path to profitability I Don't think so, but we'll see we do. Also, in the middle of the day, get the Federal Reserve minutes I I Don't know how much those are actually going to matter this week, but everybody will hold their breath for a hot moment on those minutes Thursday Before the battle you've got uh Alibaba Wayfair you'll get some GDP annualized numbers Thursday After the battle, you'll get block with square. Uh, you'll get into it Beyond Me Carvana Autodesk Booking Holdings MP Materials and Open Door boy Open Door sucks I You know every single Open Door listing I've been going through has been something they substantially overpaid for. and honestly I think they just don't care about their listings. I Went through a listing it literally had a dead mouse and you know the smoke detectors are all yoinked off on all of them.
It's like these are some of the most trashy properties you could go through. I Pity the fools who buy Open Door listings because they're so poorly put together. They're so disgusting. Everyone that I've been through I have not seen a good Open Door listing and hopefully the people at Open Door wake up and get off their ass and do something because if they're wondering why their inventory isn't selling, it's because they suck.
They're literally terrible at managing real estate. I Really feel feel like the executives don't actually go look at their real estate? They don't even know what they're doing with real estate. It's a company that quite frankly I cannot wait to go bankrupt. Uh, and and that's I don't have any shorts against open door, you know I I don't want people who work at Open Door to lose their jobs.
But let's just put it this way, people at Open Door they should like open their eyes probably a little bit and go yeah, this company is going downhill. Uh, so just be careful. like I don't want you to be blindsided when you lose your job because they've already done two rounds of what 25 layoffs or whatever. But it's just just go through some of the open door listings and tell me your opinion.
and and I don't know. my experience has been terrible. that's just my opinion. Doesn't mean the whole company is like that.
but I don't know. Anyway, so they report Thursday uh, since I'm so bearish, they'll probably go to the moon. but whatever. if they're smart.
if they're stock rallies, they they will dump on that rally and raise Equity because they need it to survive. Carvana is another one that needs it to survive. They should dump on every rally that happens. Autodesk will be really interesting because I think it'll give us a little bit of insight into those that recurring Revenue model as well.
From uh Architects you know, are we seeing sort of a Slowdown there for building and construction? uh booking Holdings travel you know, beyond fad uh into it you know, leading into tax season Square Consumer balances you could get some a little bit of insight from Square on consumers uh from existing Bank balances Friday You actually get a big inflation Catalyst Friday You get Pce personal consumption expenditures expecting the deflator number to come in at point five percent month over month core point four percent year over year. Five percent should be pretty similar to PC or uh to CPI In other words, wouldn't be surprised to see it coming hot but uh, who knows. Slightly different survey and it is the Fed's preferred inflation gauge. We get uh University of Michigan sentiment we get Cinemark reporting which is a nice leading tell for AMC coming up Feb 28th New Home Sales expected to be 620 000 New home sales growth expected to be point seven percent month over month on Friday So that's my friends. There's a set of cuddles coming up for the week ahead.
You should do a short pricing power etf just for the jokes
He needs to keep his PP to himself 😂
Your thumbnail person should lay off the fire….not everything is going to hell
Just stay in the market and buy dips as they come along, that way you’re not timing the market which is a fools game. Stay with solid companies that are SP 500 and not speculative
Home Depot is a solid business.
Consumer staples rallied Friday, Therefore Dow was up.
Earnings been good for the most part. Markets will move higher.
I feel like ever since you bought that plane, there is more content, but it lacks the quality I'm used to expecting from you. Also, titles are in par with CNN and most media outlets. But hey… I guess fear sells/ gets clicks. 😕. Lastly, very tired of weird PP jokes.
Hate that you tell us bad new is that damn sweater lol!
Cattle List? PeePee shadow?
"I like the Big Black one" – Meet Kevin 2023
Who shit crash need that discount just one more time
Great point in an average and declining real-estate market people can over improve their properties. Pools and other projects are perfect examples.
The shadow of my pp 😂😂😂
PUTIN CATALYST TUESDAY
i am sorry kevin but i am going to keep giving you shittill you go mask off and turn bear ish ….
till then …
SUCK IT TREBECK
i bought the matter port 3 for my lidar scanning business and it gets put to work
Kevin had to do an estate sale to keep afloat. No one wanted that Gawd awful sweater
I only liked Kevin when he gave market reports then he started selling FTX and pushing SFT and TSLA. If he wasn't giving financial advice he shouldn't have pushed garbage stocks. I have a 2024 put on TSLA that's already ITM and it's only going further down. Stick to fundamentals Kevin and you'll find all the hate dissipate
Squeeze the non-believers!
Remember you have to go through hell to get to heaven⚡
That's the best outfit.
Keep that sweater
get rid of the vest
I've been trained like a racist dog to attack people in venture capital vests
Bull 💩💩💩
More than tired of the “PP” jokes… somehow he didnt get they werent funny the first time… maybe his 5 yr old thinks its hillarious
$LMND TO THE 🌜
I’ve heard the home owner upgrade negatives comments on upgrades for decades and they go hand in hand with price per square foot lies that real estate agents propagate and most of the time the comment is directed at sellers to increase agent’s profits.
People buy on emotion as much as logic .
Kevin, that thumbnail LMFAO
Lucid🔥🔥🔥🔥🔥🔥
Appreciate your videos bud but I hope you're spending much needed time with the fam bam. Seems like you have videos coming out like 3-5 times a day daily.
Is there ANYTHING that could bring TSLA back down to $100-110? Asking for a friend 😉
Dude ,,
Hey babe. I see you. Love you Sweet pea. See you in the next one love🎆🎇✨🎍🎑🎀🎁🎗
Just go read an earnings calendar and save 12 minutes of your time
There will be no market hell. We are going to the freaking moon LFG
Bodies falling into 🔥 flames 🔥
nice thumbnail Kev! LOL!