Published: 2024-07-11
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Small cap stocks (represented by IWM) are predicted to perform strongly ('roll heavy') for the next 3-5 months (i.e., into late 2024/early 2025).
"you could usually have Smalls roll for the next few months and you could even have Smalls continue to roll for two to three months after that so let's say to kind of RA in here or something like that right that's a situation you could have play out where Smalls just go through a great a great next four to five months and I don't think it's impossible I think it is a pretty realistic possibility small caps haven't done anything for the longest time people have been waiting for this move and waiting for this move and waiting for this rotation and so I I wouldn't I wouldn't Bank on it in terms of like playing call options on iwm or or something like that but if these Smalls were to roll heavy for the next 3 to 5 months I wouldn't be surprised at all"
Pending
Apple's new iPhone release will likely boost its earnings in the September quarter of 2024 and potentially into the winter quarter, making its stock performance resilient ('hard to break').
"guess what they got a big iPhone coming and it's probably going to boost up their numbers at least in September quarter probably into the falltime quarter or excuse me probably into the Winter quarter right so I think Apple's a hard one to break right now"
Pending
Amazon's stock performance will be resilient ('hard to break') due to continued growth in AWS and e-commerce market share.
"Amazon we know Amazon web services is going to show good growth we know the e-commerce business continues to take share I think it's hard to break Amazon"
Pending
Google's stock performance will be resilient ('hard to break') due to its relatively low forward P/E.
"Google McDougall that's another one that's hard to break actually relatively low forward PE on that stock"
Pending
Meta's stock performance will be resilient ('hard to break') over the next couple of quarters (into early 2025).
"meta same exact situation I think meta is really hard to break at least in the short term when I say break I'm talking really over the next couple quarters"
Pending
Nvidia is predicted to deliver strong earnings next quarter, great guidance, and strong numbers for the full year 2025, making its stock 'safe' for the next 3-6 months (into late 2024/early 2025).
"Nvidia is going to come through with Banger numbers next quarter's guide is going to be great 2025 is year numbers are going to be great uh so Nvidia is pretty safe for now right I don't know if it's safe uh you know for the next 3 years but for at least the next 3 months 6 months we're looking pretty good there"
Pending
Microsoft's stock performance will be resilient ('hard to break') similar to other big tech companies.
"Mr Softy same exact deal"
Pending
Motor vehicle insurance prices will remain out of control through the end of 2024.
"motor vehicle insurance is out of control is going to continue to be out of control for the remainder this year"
Pending
Elderly care at home will become much more substantial over the next 10-20 years.
"Elderly Care at home which is actually becoming more and more substantial and will become much more substantial over the next 10 20 years"
Pending
The Federal Reserve's first rate cut is highly probable to occur in September 2024, or at the latest, November 2024.
"it's looking more and more probable that the Federal Reserve will cut in September if it's not September then like I guess the latest case scenario at this point in time people are expecting is November but I would say it's pretty high probability September the first cut comes which is basically two months from now"
Pending
Big Tech stocks are predicted to continue performing well ('roll') into Q1 or Q2 of 2025.
"the big Tech right big Tech could easily roll all the way into q1 Q2 2025"
Pending
The overall stock market is predicted to head down in Q2/Q3 of 2025.
"then we could be in a situation that sets up where the whole Market heads down kind of Q2 Q3 of 2025"
Pending
In Q2 or Q3 of 2025, there will be widespread discussion that the Federal Reserve is not cutting interest rates fast enough.
"it's going to become a subject for sure in 2025 I just I'm trying to time it out with trying to figure out exactly when it comes my guess is it comes either in the second quarter the third quarter of 2025 everybody's going to start cut talking about the fed's not cutting fast enough the FED needs to cut faster they're not cutting fast enough right"
Pending
Following an initial strong performance by small caps and big tech, the overall market and economy will head down, leading to very heavy unemployment (predicted for late 2025).
"if this setup happens it could very well play out this way where Smalls roll here for a bit then big Tech rolls for a bit and then we get the whole Market to head down and the whole economy gets hit hard unemployment hits very heavy all those sorts of things right"
Pending
The housing market will experience weakness in prices for the next 1-2 years (from July 2024), but a full housing crash is not expected.
"I think there's a good argument to be made that there won't be a housing crash this time I think there's a good argument to be made that we could see some weakness in housing prices for the next you know year or two but I do think there's a case to be made that we won't have a housing crash"
Pending
Earnings for consumer discretionary companies are predicted to become 'really bad' over the next 6-9 months (by early 2025).
"well maybe these companies earnings are going to get really bad over the next 69 months that's a little food for thought there you if those earnings are really bad in the next 69 months then everybody's going to be like oh it made sense why those stocks all fell right"
Pending
Small-cap stocks (Russell 2000) are predicted to perform strongly ('roll heavy') for the next 3 to 5 months (July-December 2024).
"if these Smalls were to roll heavy for the next 3 to 5 months I wouldn't be surprised at all just to be honest if you look at history like it happens many times right"
Pending
Apple's financial results will be boosted by a new iPhone release in the September (Q4 2024) and Winter (Q1 2025) quarters, making the stock difficult to 'break' (perform poorly).
"they got a big iPhone coming and it's probably going to boost up their numbers at least in September quarter probably into the falltime quarter or excuse me probably into the Winter quarter right so I think Apple's a hard one to break right now"
Pending
Nvidia will report strong earnings ('Banger numbers') in the next quarter (Q3 2024) and throughout 2025, and its stock is considered 'safe' for the next 3-6 months (July-December 2024).
"Nvidia is going to come through with Banger numbers next quarter's guide is going to be great 2025 is year numbers are going to be great uh so Nvidia is pretty safe for now right I don't know if it's safe uh you know for the next 3 years but for at least the next 3 months 6 months we're looking pretty good there"
Pending
Microsoft's earnings will remain strong and difficult to 'break' (perform poorly), implying continued robust stock performance.
"Mr Softy same exact deal so I think it's hard to break the market because I think it's hard to break these stocks earnings"
Pending
Motor vehicle insurance costs will remain high and out of control for the remainder of 2024.
"motor vehicle insurance is out of control is going to continue to be out of control for the remainder this year"
Pending
There is a high probability of the Federal Reserve's first interest rate cut occurring in September 2024.
"I would say it's pretty high probability September the first cut comes which is basically two months from now"
Pending
Big Tech stocks are expected to continue performing well ('roll') into Q1 or Q2 2025.
"big Tech could easily roll all the way into q1 Q2 2025"
Pending
The overall stock market is predicted to decline in Q2-Q3 2025, leading to widespread criticism that the Federal Reserve is not cutting interest rates quickly enough.
"we could be in a situation that sets up where the whole Market heads down kind of Q2 Q3 of 2025 right and and then what would what's going to happen after that what's going to happen likely I would say this is going to start to become a subject it's going to become a subject for sure in 2025 I just I'm trying to time it out with trying to figure out exactly when it comes my guess is it comes either in the second quarter the third quarter of 2025 everybody's going to start cut talking about the fed's not cutting fast enough the FED needs to cut faster they're not cutting fast enough"
Pending
US housing prices are expected to show weakness for the next 1-2 years (mid 2024 - mid 2026) but will not experience a crash.
"we could see some weakness in housing prices for the next you know year or two but I do think there's a case to be made that we won't have a housing crash"
Pending
Small-cap stocks (Russell 2000) are likely to see significant gains ('roll heavy') over the next 3 to 5 months from July 2024.
"if these Smalls were to roll heavy for the next 3 to 5 months I wouldn't be surprised at all just to be honest if you look at history like it happens many times"
Pending
Apple's numbers (earnings/revenue) are likely to be boosted by a new iPhone release in the September (Q4 2024) quarter and into the Winter (Q1 2025) quarter.
"Apple... they got a big iPhone coming and it's probably going to boost up their numbers at least in September quarter probably into the falltime quarter or excuse me probably into the Winter quarter"
Pending
Amazon Web Services (AWS) will continue to show good growth, and Amazon's e-commerce business will continue to gain market share.
"Amazon web services is going to show good growth we know the e-commerce business continues to take share"
Pending
Nvidia is expected to report very strong earnings and guidance for the next quarter, and its 2025 yearly numbers are also projected to be strong, making the stock 'safe' for the next 3-6 months from July 2024.
"Nvidia is going to come through with Banger numbers next quarter's guide is going to be great 2025 is year numbers are going to be great... for at least the next 3 months 6 months we're looking pretty good there"
Pending
Motor vehicle insurance costs will continue to be out of control for the remainder of 2024.
"motor vehicle insurance is out of control is going to continue to be out of control for the remainder this year"
Pending
The Federal Reserve is highly likely to make its first interest rate cut in September 2024.
"I would say it's pretty high probability September the first cut comes which is basically two months from now"
Pending
Big Tech stocks are predicted to perform well ('roll') into Q1 and Q2 of 2025.
"big Tech could easily roll all the way into q1 Q2 2025"
Pending
The overall stock market is predicted to decline in Q2 and Q3 of 2025.
"the whole Market heads down kind of Q2 Q3 of 2025"
Pending
In Q2 or Q3 2025, there will be widespread discussion that the Fed is not cutting interest rates quickly enough.
"my guess is it comes either in the second quarter the third quarter of 2025 everybody's going to start cut talking about the fed's not cutting fast enough the FED needs to cut faster they're not cutting fast enough"
Pending
The US economy will be hit hard with very high unemployment, likely following a market downturn in Q2/Q3 2025.
"the whole economy gets hit hard unemployment hits very heavy"
Pending
Housing prices are expected to experience some weakness over the next one to two years from July 2024.
"we could see some weakness in housing prices for the next you know year or two"
Pending
Earnings for consumer stocks are predicted to become 'really bad' over the next 6-9 months from July 2024.
"maybe these companies earnings are going to get really bad over the next 69 months"
Pending