All Hellllll will break loose in the Market

"if the business environment remains weak for the next 2 or 3 years the company isn't going to be in a good place because now the company in in recent quarters actually started losing money so now they're losing money their balance sheets weakened what do they Doo boy well do you start getting promotional there well then you ruin your brand you're supposed to be a luxury brand if all a sudden you start doing you know big signs that say 40% off you you just ruined your brand you can't do that when you're supposed to be a luxury brand right so that you he stuck the company in my opinion in a bad place for this next couple years if unless the housing environment gets a lot better and a lot quicker it it's not good it's not good"

"I don't think you're going to be able to get these sorts of rates a year from now or 2 years from now"

"let's say you can no longer get you know 5% Plus in treasuries let's say at that time maybe only 3% or 2 and a half%"

"I don't think paler should pay dividends this entire decade this entire decade I'm not talking about this entire year I'm talking about this entire decade don't worry about that"

"I think that's what you're going to see over the next several quarters is is a topl line acceleration it's and it's going to be beautiful"

"They will also like seeing government revenue continue to increase"

"what is coming is deflation you not going to see it in the government numbers tomorrow or next week but I promise you over the next 12 months you will see it and it's going to hit and it's going to hit hard"

"what you're going to see in the auto market over the next 6 to 12 months is deflation You will see deflation at the end of the day these dealerships right they added really good for you know a pretty good uh amount of time there they things have changed the buyer pool has dried up interest rates have gone up significantly customers they they can't afford a lot of these vehicles especially at the prices a lot of these you know auto manufacturers are trying to sell for and so these dealerships are going to have to slowly come into reality and some of them are already doing it I'm already seeing you know $13,000 off this $12,000 off this $9,000 off this $7,000 off this but they're going to have to come to the to the realization that price has got to move down and move down significantly"

"interest rates are basically guaranteed to be elevated for at least 6 to 12 months cuz let's assume they cut one or two times this year okay it's not going to move interest rates that much were we going to cut from 5.5 down to five you know we're that's still a very high interest rate compared to any time in really the past 15 20 years so that means interest rates are going to continue to weigh on this economy over this next let's say 12 months"

"the higher probability is the seeds of deflation that I'm showing you today is going to get a lot worse over the next 6 to 12 months the amount of of you know businesses that unfortunately go out of business in the next six to 12 months is going to go up significantly"

"he stuck the company in my opinion in a bad place for this next couple years if unless the housing environment gets a lot better and a lot quicker it it's not good it's not good"

"pener is one of those sorts of companies that is set up to do well regardless [of deflation/inflation/economic conditions]"

"I don't think you're going to be able to get these sorts of rates [5%+] a year from now or 2 years from now I just don't"

"I don't think paler should pay dividends this entire decade"

"I think for the longterm paler is the better play I think there's much more upside for paler longterm then actually there is an Nvidia"

"I think that's what you're going to see over the next several quarters is is a topl line acceleration it's and it's going to be beautiful"

"They will also like seeing government revenue continue to increase"

"I promise you over the next 12 months you will see it and it's going to hit and it's going to hit hard"

"what you're going to see in the auto market over the next 6 to 12 months is deflation you will see deflation"

"interest rates are basically guaranteed to be elevated for at least 6 to 12 months cuz let's assume they cut one or two times this year okay it's not going to move interest rates that much were we going to cut from 5.5 down to five you know we're that's still a very high interest rate compared to any time in really the past 15 20 years so that means interest rates are going to continue to weigh on this economy over this next let's say 12 months"

"the seeds of deflation that I'm showing you today is going to get a lot worse over the next 6 to 12 months"

"The amount of of you know businesses that unfortunately go out of business in the next six to 12 months is going to go up significantly"

"I'm not seeing any seeds of deflation in housing yet I'm not seeing prices really get lowered the way they're going to get lowered likely... when you see those [promotions like first month free, two months free] we're at the bottom... not seeing it yet that will come but it's not here yet"

"the market is not very prepared for us to go into a deflation cycle because everybody's thinking inflation inflation inflation and uh I'm I'm like inflation's a thing of the past now it's going to show up in the numbers still for the next several months"

"as soon as unemployment starts to take up in any major way you know the fed's going to start cutting like crazy they're going to panic"