Hey this is tom, and what you're seeing on your screen right now is the 10-year treasury bond yield and, as you can see on friday, it literally dove off a cliff. You cannot miss it on the chart and i think this little chart is my way of making a lot of money from what just happened. More importantly, from what about to happen, what the hell am i talking about so in case you haven't heard we have a new variant stocks, certainly under pressure they're sliding investors rocked by news of a new virus variant that has multiple mutations that might make it more Deadly than delta banks, energy travel all lead to selling rates are also repricing, as traders push out potential heights in the fed and the bank of england, the dollar is down, it's called the omicron and again somebody once told me that he thinks that this whole covert Thing is just a conspiracy for us to learn the greek alphabet. I don't know if that's true, but the omicron is here and everybody's going crazy.

It's way more mutated than anything we've seen so far is three times more mutative than the delta variant, which in itself was extremely mutative and everybody is going crazy. The futures markets are going berserk, the s p is down, the dow is down. The russell was down three and a half percent within the last few minutes. Uh the european center for disease prevention and control, calling the new strain quote a variant of concern.

This is people across the world are reading the headlines of this variant that have spread from south africa botswana up into europe. We've got cases in belgium now one case in belgium. Now the world health organization uh saying they now need to get to work and quickly. Everything is going down, even all prices which the u.s tried to forcibly lower are down 10 just 72 hours later.

European markets are down four percent. Everybody is down what the hell is going on, so this new variant is basically a huge question mark for the reopening theory. If this is the most mutative, most contagious variant, we've seen so far, it really puts a huge question mark whether we're actually going to reopen and go back to normal, because if you know what you're talking about you should never even ask this question, because what is The new normal, but i guess some sort of a new hybrid, normal or we're back to lockdowns and back to the dark ages of the beginning of the pandemic. Now the answer is nobody freaking knows including, and maybe most of all any of these organizations that claim to know what they're talking about.

But the honest truth is also that the stock market, based on what you're seeing on your screen right now, has already priced in a massive worst-case scenario for this new variant before we know a goddamn thing about it. Now, from what you're seeing on the screen? There's a lot of you who may say well tom: it only dropped from 1.7 to 1.5, it's almost meaningless. You have to understand that this is the bond yield and it moves completely different than stocks such a huge change within a single day. It's literally the equivalent of tesla like dropping 25.

In a day, it's a huge deal, it's a big event and i'll tell you why. I think this is a huge opportunity to make money, but, first of all, let me explain: the markets are insanely uncertain. We've been dealing with uncertainty for the past two years, can't play the markets, for you know basically, behaving erratic and manic depressive they've been dealing with inflation, supply chain issues, monetary policy, blunders and now we're adding a new pandemic variant to it. So it's basically a lot of manic depressive behavior.

The reason that the whole market is basically going crazy up and crazy down and crazy. It's because we don't have it slightest idea of what the hell is going on, but i think it's a massive opportunity to make a lot of money now you're going to read the mainstream media, all of these buffoons and clowns and people who don't know what they're Talking about writing about how jerome powell is now in a bad situation, he doesn't know what to do all of this stuff, going on inflation and supply chain issues, and now a new variant. He doesn't have mother lover. Jerome powell is throwing a party right now having looking at this jerome powell's best way to save his job and legacy not becoming the new paul.

Walker is basically to have the resurgence of the pandemic. I'm sure he doesn't want the pandemic to come back. I'm not literally saying this, but i'm saying if the pandemic comes back. If a new variant locks us down and pushes the opening backwards, inflation and happening inflation is not happening in a time of crisis crisis and especially lockdowns are insanely deflative.

They actually are the opposite of inflation, so there's not going to be any need for basically allowing the fed to taper increase rates if we're going back to lockdowns. None of this is important because there's no more next year, we have to plan for a market crash because next year we're going to have a completely different scenario. So if this is for real, if this new variant is for real, if we're going back to the dark ages and going back to lockdowns and everything is going to be back to how covet started, that means the whole plan of waiting until february march april may Of next year for the fed to taper increase rates and then buy all these tech companies for cheap ain't happening, but on the other hand, this might be an overreaction. The concern that we're seeing across the country right now is probably a little bit unwarranted and i think we should pause before we panic too much.

We do have concerns about competition versus delta and the potential contagiousness uh contagiousness, but, as meg just pointed out, we'll know more in about two weeks regarding evasiveness. This might be just a flash in the pan. People overreacting can't blame them for overreacting how the market has been created right. So basically, if this is an overreaction - and this is going to be the same - like the delta variant coming and going as if nothing happened, then we're back on plan a essentially inflation is going to go back up and then in the middle of next year.

They'll have to taper and all the tech stocks will be for cheap. The reason why this is important, because i personally have 30 of my money parked on the sidelines specifically designated for the tapering event when the fed starts to taper when the interest rates go up. I think it's going to be a lot of opportunities on the ground and that's why i have my 30 park on the sideline. But if this variant is for real, none of this money makes any sense on the sideline, because the opportunity is going to be way way faster, probably in the next three to four weeks.

If you remember what happened in march 2020, when initially covered was announced and everybody got spooked and panicked, you saw this massive drop, everything went down, stocks went down, everything went down and everybody ran away to bonds, which is exactly what you're seeing right now now, if You can look at this screen right now and you can see this decline in the yields. You have to understand that a decline in the bond yield is a little bit counterintuitive a bond yield behaves opposite of demand. The more the demand is for a bond the lower the yield is, and when you see a cliff like this, it means that the demand for bonds on friday was insane. Now, why was the demand for bonsoin say is because people tend to run away for safe havens in times of crisis, when they don't know, what's going on, it's like the old ex-girlfriend.

You was bored with and you ran away to have some excitement with your new relationships on tinder, but now you've experienced the outside world and it was cold and you got burned and you're running back to your old sweetheart for a comforting relationship, which is exactly what The bond market is especially the 10-year in the 20-year pond they're that old ex-girlfriend. You know you're going back to right now. So basically, the question is: is this going to stay or not? Is this going to stick or not, because this is going to determine what jerome powell is going to do? Because if it's going to stick he's going to look like a genius, he's basically going to say? Well, i waited for this long because i knew this was about to happen. I knew this was going to come back.

I didn't raise interest rates because i wanted to protect you all and now, because we didn't push the brakes so soon we get to enjoy this new covet, while already still printing money and everybody's in good shape. It's the best thing that can happen to his career and, on the other hand, if it's not for real and it's basically going to evaporate like the delta, we're back to the original plan of them. Having to taper jerome paul is going to pay with his legacy and he's going to be considered for many many years as the guy who crashed the economy and nobody's going to care about the fact that they didn't have a choice. But why does it matter to us? How do we make money for this, so i have devised a plan to make money in either scenario.

I kid you not so whatever happens, whether we go up in inflation or we go down inflation whatever. It is whether this variant is real or not. I have already devised a plan to make money based on what already happened, regardless of which way it goes whether we go to v-shape recovery right away, and this was the flash in the pan or it's a little bit more slower, or this is for real we're Going to deflate here's, what's going to happen right now, every single stock is down. Look at the futures.

Look at the stocks. Everybody ran away out of the stock market into the bond market. Everything is down, so the question is and which stocks are going to bounce back faster. Obviously, we know it's not going to be cruise liners, nor hospitality, stocks, hotels and whatnot, and those are going to take a while to come back if this for real.

But i think there's a certain type of company which is now being slowly discounted back to earth because of people selling out it's a completely pavlovian manic depressive sell-off that everybody just sold and they've created an opportunity for us. This uncertainty created a massive opportunity, because what just happened stay with me here for a second, is that the market, based on its pavlovian overreaction craziness, has already priced in based on this cliff you're. Looking at the screen right now a complete worst case scenario into the stock prices and the bond prices. So unless that is the case, there's a huge upside here to be made, because once people start to wake up from this madness from this pavlovian, craziness sell-off they're going to say.

Well, things are not that bad. These are really cheap and whatever happens. Here's the thing whether we're going back to inflation or whether these stocks are going to go back into this mode of lockdown. There's a list of stocks which have compiled, which i think is going to do both scenarios quite well, and this list is something i want to share with you guys, because i want you to be able to also benefit from it.

Essentially, these are stocks in the finance sector. Every software is a software business. Software is a service business story also we're going to talk about cyber security and everything that has to do with data, and basically things of that nature so check this out. Um, i'm going to pull up the list on the screen right now, so you guys can see, i'm not going to hide it.

It's apple, microsoft, tesla, crowdstrike, google, amazon, mastercard, twilio, palantir and salesforce. So why am i looking at these companies? Every single one of these companies is going to do well, whether we're going back to inflation or whether it's a complete collapse back to lockdown. But every one of these companies is going to become insanely cheaper over the course of the next week or two or three depends on how the fed and the government will react to what just happened. With this new variant, i'll explain what i mean in a second hold on: don't just go away with this list.

Listen to my logic, so i showed you the bond yield earlier i showed you what's going on. I showed that it's dropping the problem with the bond yield. Is it's like a thermometer? You can see what the temperature outside is, but you can't tell what the temperature tomorrow would be for that you need the forecast. You don't need the thermometer to know what the more is going to bring, which is exactly the answer we're looking for.

So how do we know what's going to be there tomorrow, not right now? Well, for that, we need the forecast and that forecast is basically speaking to god in the case of weather, but in this case we don't need god. We just need a simple analysis, so check this out. So i think that the answer to whether this thing actually becomes a real pandemic kind of rollback or not depends on how the government will react to this. If the government decides to treat this as this roll back pandemic, everybody back to lockdown, which they do have an incentive to do to stop inflation, then it's going to become a self-fulfilling prophecy if they just say well just going to chill we're going to, let it You know let it write it out, we're not going to shut down because of this and we're not going to bend over.

Then it's going to be very similar to the delta variant. The question is not specifically how contagious it is or how dangerous this virus is. Is what the government wants to do with this crisis, because, as ram emanuel once said, you can't let a good crisis go to waste, so in any case, whatever the government decides to do with this, whatever shish kebabs, they decide to cook whether you know rollback or Complete, like you know, everything, fine, we're reopening every single one of these stocks on the screen is going to do well, and it's going to be discounted for at least a couple of weeks with this new variant, whether it's a week or two or three or four Depends on how quickly the government reacts and sets the mood of where we had it so salesforce, for example, salesforce is pretty much the leaders in the crm systems. I would claim they're pretty much the monopoly.

I know there's a company called servicenow and it's quite big, but every single company i ever work with as a client of mine use. Salesforce, their crm is pretty much the gold standard and, if you don't know what the crm is, is pretty much every company's a kind of backbone, you can have any sort of mid-size and above companies without a good crm system. Those will do really well whether we're going back to you know, inflationary times, and in that case, there's going to be a lot of consumption. A lot of businesses will do well more crm data or we're going back to lockdowns.

It's a b2b business. E-Commerce is going to boom a lot of new companies going to join the fray, so salesforce is going to do fine in any scenario a palantir. I spoke about multiple times in any time of uncertainty, whether it's inflation or whether we're going back to lockdown. In any time of uncertainty in any time of trouble in any time that the companies need to understand what the hell is going on, volunteers is going to make a lot of money like they already did from the covet surgeons.

So palantir is going to be right. There making a on the money twilio is a company, that's based on uh, it's kind of a it's a b2b business in the sense that they're offering their products to businesses, but it's based on the b2c relationship of their clients. It's an auxiliary tool to help businesses commute remotely with their clients, which i think will definitely be more positions toward um kind of the pandemic friendly stock. But even if inflation goes up and there's no pandemic rollback, this company will do really well, because if e-commerce booms and people buy more there's more inflation, more consumption twilio is going to make a lot of money.

Uh same reason: for mastercard by the way same explanation, people are going to be. You know using that card, whether they're stuck at home board, buying on amazon or they're, basically, uh inflationary spending for consumer goods and services. Same reason for amazon. Both scenarios amazon does well uh same reason.

For google, a crowdstrike is actually leaning more towards the lockdowns pandemic, but even if it doesn't think about all the commercial opportunities is going to come with inflation everybody's going to go crazy, much more spending, much more new business. Coming in into the system, and then crowdtrack is basically the hottest new company in the cyber security space. They're gon na make a lot of money made a whole video about why tesla is a good inflationary stock, obviously even in the lockdown, they prove they can adjust and sell. Just as many cars there's a seven month waiting list for the cars, microsoft is going to do.

Well, it's a b2b and a b2c business. That's going to flourish in any environment apple is the same, a complete ability to raise prices and insane amount of cash flow. But also a complete brand loyalty, they can survive in both they're going to do well in any of these. So this is my list again.

You have to agree with me, but i think these 10 companies, if i'm not mistaken about the number of companies, are going to do really well, even if we go back to inflation, even if we go back to lockdown, but because we just had this cliff right Now, they're, actually for a little bit, i don't know for how long they're going to be cheaper to get into which is called being an opportunistic, but i mean why not now again, this is not financial advice, not a financial advisor just my opinion, but this is What i think, although it might be an accurate, might be wrong, it might be reminiscent of madmen. Now i did make a whole video about how to build a complete bulletproof portfolio, how to allocate your assets between an index fund value stock growth stocks stock like this, if you want to watch that video about portfolio building, it has already like 100 000 views, i'm Going to put the link right here go and watch it. I think you'd really enjoy this and i'll see you in that video. In a second.

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