Ffffffffffffffffffffffffffff

"all this is going to be irrelevant 2 to 3 years from now whatever happens with the stock price tomorrow what happens in the delivery numbers... it's all irrelevant 2 to 3 years from now irrelevant"

"all that matters at the end of the day is Tesla's 3 five 7year trajectory and gosh look at Tesla's trajectory last 3 five seven years when it comes to their revenue it's very impressive it's very very impressive deliveries production it's very impressive"

"the long term is there in my opinion for Nike and I think we'll see that play out over time"

"when things truly get better for the middle class and they're not being slce IND died by inflation and interest rates it's going to be a huge Boom for Nike for like a 10year span okay"

"Lumber year to date is already up about 5 percentage points which isn't great news obviously for Home Building or anything like that... if we look at the past one year Lumber is up 58% this can definitely definitely lead to guess what real estate inflation okay housing inflation"

"year to date coca's up 146%... get ready to pay Crazy Prices for Halloween chocolates this year you're a big baller if you can afford the Hershey's Bars this year okay and Reese's Peanut Butter Cups and Kit Kats and all that stuff because I'm telling you the prices are going to be silly silly come Halloween"

"guess what prices are going to be going up on a whole vast like everything I just pretty much took you through are massive needs in the Economy"

"I almost guarantee you these numbers are substantially higher right now than they are when this data came out here... it's almost a bankable thing that debt levels are higher right now than they were at this particular time we're probably like 18 trillion if not over 18 trillion right"

"you're looking at probably pretty high gas prices this spring and and if if gas if oil price runs in in the springtime then we're going to be looking at super high gas prices in the summer which is travel season right"

"Here's how it's going to end okay we're going to have an unemployment recession we're going to have massive debt defaults from consumers and from many other financial institutions banks will go under too big to fail banks will get saved Saed assets will drop 20 to 50% for a 1 to 3E span the FED will cut rates to zero or near zero and government will spend spend spend... I doubt the story ends in 2024 2025 2026 is an open door right but the story will end eventually here and this will happen right"

"the up cycle has now started at this point in time 2024 don't be surprised at all if that number up takes quite considerably in terms of how many foreclosures happened in 2024"

"whenever the employment story comes in that's when you're going to see an epic amount of foreclosure activity at that particular time"

"if Commodities can come down and we can have Commodities chill we're talking we're in business okay if Commodities don't chill we're in trouble and if Commodities run all spring and then Into Summer we're in a lot of trouble okay"

"the game is we're going to catch up to pre-a numbers eventually and then we're going to surpass those numbers okay"

"and these numbers will continue to be strong until the story ends right"

"don't expect maau to necessarily get rough when that happens though if you look back at maau 2008 2009 2010 it actually did very very well okay so don't expect one to affect the other or something like that okay"