URGENT News for The Stock Market.. (Crazy Week Incoming)

We have massive news for the stock market to kick us off this week. And we will get into that and all of your major catalyst like earnings and economic data in the next 10 minutes. But let me just tell you before we begin, it's going to be a crazy week. So, buckle up. Do me one quick favor, hit the like button for the YouTube algorithm to help push this video out to more people that need to hear it. So, first and foremost in big news today and really over this weekend, Trump cancels planned attack on Iran saying he reached an agreement over the parameters of a deal. The president said the agreement would include quote the immediate, complete, and total opening of the Hormuz Strait and an end to Iran's nuclear threat. Iran's Fars International State News Agency said Trump's demands amounted to a quote wish list. Donald Trump said quote based on this request, I have agreed for the future benefit of the world and likewise the survival of a successful and prosperous Iran to cancel the attack subject to being able to rapidly make a deal. Trump added the country of Israel joins me in this commitment. Trump added that the US remains ready to strike Iran forcefully and is locked and loaded and ready to go. This comes as Donald Trump says Iran and its regional neighbors asked the US to hold off on attacks. So, look, I know we have seen this before and we've heard this before. The markets, we already know how they're going to react. Oil is going to come down. It was up about 4% on Friday. So, it's going to come back down into the low 80s and we'll see what the news flow looks like tomorrow morning. If things go in the right direction, markets are going to like that. If they don't, well, same old, same old. And we already know the game plan from the markets perspective. Every time there is a ceasefire or some kind of pause in the conflict and hope that it will be resolved, you do see the broadening trade come back to life. Cyclicals and financials and industrials, even consumer defensives and healthcare and software, they tend to outperform versus AI and hyperscalers. Because to a certain extent, if the war continues and let's say it lasts years, would you rather own a company that's sensitive to oil and the economy and what the Fed would do, or would you rather own a company like Nvidia or Microsoft or Google that doesn't really care about what happens in the Middle East? You would clearly rather own the AI stocks. So, to a even a certain extent, some of the rally that we've seen in the past 3 to 6 months for a lot of AI stocks has been exacerbated by the conflict with Iran. Like that has been a positive catalyst to cause so much of the outperformance and crowding in AI stocks. So, that is your big news the markets are going to be reacting to tomorrow morning, but let me tell you, it doesn't stop there. It only gets crazier throughout the week. Like literally, every day is going to be crazier than the last day. Starting off on Monday as far as earnings in pre-market, you have Marriott. I believe cyclicals and especially cyclicals that are tied to the travel theme is a very investable theme right now. Are Are these stocks going to 10x? No. But do they offer very compelling risk rewards? Yes. I want to see what Marriott says about travel tomorrow morning. Monday and after hours, Palantir. Huge waiting of IGV in the software space, that's going to set the tone for all of software. You have Clorox and Whirlpool, you have Snapchat and On Semi that also report Monday and after hours. Tuesday pre-market, Pfizer, Caterpillar, McDonald's, Wayfair, Hut 8, Wix, Merck, Energy Transfer. Tuesday in after hours, AMD, SpaceX, Zeta Holdings, OpenDoor, Bookings, Kratos, Allegiant the It's going to get crazy Tuesday. You have Astra Labs as well. There's something for everyone here. There's software, there's space, there's semiconductors, there's software like the Tuesday's going to be a big day. Okay, very big day. Wednesday premarket, Eli Lilly, Shopify, Uber, Walt Disney, Riot Circle, Unity, Novo Nordisk, and Bloomin' Brands. That's That's a stock that is very interesting to me. Bloomin' Brands is the company that owns Outback Steakhouse. So, this was a $27 stock 2 years ago. I mean, 12 months ago it was you know, $12. It's $8 today. Looks interesting. Wednesday in after hours, you have SanDisk and Western Digital, AppLovin, Elf, Mercado Libre, Axon, Beyond Meat, and Albemarle. Thursday premarket, ConocoPhillips, D-Wave, Datadog, Celsius, uh Fiserv. Thursday in after hours, DraftKings, Airbnb, uh Rigetti, The Trade Desk, InnoData, Red Cat, and MP Materials. And on Friday in premarket, you have Accolade, Vistra Energy, Take-Two, Wendy's, Under Armour, ACM Research, and Canopy Growth. So, this is going to be a big week as far as software is concerned with Palantir and Zeta and Datadog and AppLovin. It's going to be a big week as far as consumer names, travel themes, Marriott, McDonald's, to a lesser extent like a Wayfair, Elf, right? There's almost every day going to be one of these stocks that represent an entire theme. Airbnb and obviously AI and semiconductors with on semi or on semi at Monday in after hours. You have SanDisk Wednesday in after hours, Western Digital. Um and I'm sure there's other smaller companies that aren't listed here, Astra Labs and SpaceX, you know, there's Arista. There's going to be a lot happening this week from an earnings perspective. But it does not stop there because basically every day of this week you're going to have big economic data. And there's a theme that will be important for this week and we'll talk about that in just a moment. But for tomorrow, you're going to have your S&P Global Manufacturing PMI final numbers for July. You're going to have ISM Manufacturing PMIs for July coming out, employment prices paid, new orders. Markets tend to care most about the prices component. You're expecting that to fall. So if it does, great. Manufacturing's only like 20% of the economy, so it doesn't matter as much as services. So it'll move things a little bit, but don't don't read too much into it. Now for Tuesday, you're going to have JOLTS job openings. This is important because let's say you run a business and it's busy. You're trying to hire five people. Great, you have five job openings. Well, if it slows down, before you fire people, you're going to stop trying to hire people. So it's a I think it's a good indicator of where the labor market is going, right? Or or where it is at right now. JOLTS job openings, it's a bad data set. It's it's none of the government's jobs data is good at all. Um and I don't think Joel job openings is either, but it is something the markets are going to react to. You're expecting job openings to fall from 7.594 million to 7.25 million. That would be 250,000 job openings that dissolved in a month essentially. So, you're expecting a pretty rough number there. Wednesday, you're going to have ISM services PMIs. Now, this is going to move the markets. Specifically, prices, but all of them, new orders, employment, business activity, the headline number, but specifically prices will move the markets because services are about 80% of the economy. If you know, the managers of the, you know, services sector of the the economy think that prices are going higher, Wall Street concludes that that's bad for inflation. So, Wednesday's actually going to be a big catalyst with ISM with ISM services PMIs. You also have ADP employment change expecting 75,000 job additions. Last month, you were at 98,000. Now, the ADP employment change is the private payroll number. So, it's private company that does it instead of the government. I I think it's a lot more accurate, but hey, who knows? For Thursday, you are going to have initial jobless claims, um expecting those around 200,000 and Challenger job cuts. These are planned layoffs. Last month, you were at 46,000. You're expecting that to rise to 59,000. So, those are planned layoffs, layoffs that we know are coming. That's it for your Thursday. Friday's the big day for economic data, nonfarm payrolls and unemployment rate for July. What's very interesting here, and this is the theme that I was alluding to earlier, is last month, you were expecting like 110,000 jobs. We came in at 57,000 jobs. It was bad. The ADP employment change has been bad. Every week it's been falling for months. And just look at this. It doesn't take a genius to look at this and say you're on a downtrend. In March you added 214,000 jobs. In April you added 148,000 jobs. In May you added 129,000 jobs. And in June you added 57,000 jobs. You are on a clear downtrend. Why is this important? Well, the Fed thinks the labor market's great. The markets think the labor market is great. Or like super strong when in all reality for the last couple of months we have been steadily and consistently weakening. If we come in with another low jobs report the narrative could begin to shift. And this could actually help the markets because it would mean the Fed really shouldn't be responding to oil inflation. Mix that again with the positive news that the strikes are no longer happening, that we may or may not get a deal. Put that together and that's pretty good for cyclicals and small caps and software and some of these areas within the rotation theme or the broadening theme. Also, 10-year Treasury yields, they have been breaking out recently hitting new 52-week highs on Friday at 4.7 1 basis points. Up 5 and 1/2 basis points on Friday alone. If that jobs report comes in weak on Friday, 10-year Treasury yields are going to plummet. Again, that's good for the broadening trade. I do want to remind you guys though that we are in this midterm election volatility period from August through September. For the next 2 months personally, I'm not expecting anything too crazy. I don't think we're going to have a full-blown market crash. We've already had a correction in the Nasdaq, but I don't think we're ripping back to highs anytime soon, either. And in a weird way, if the jobs data does come in low, if treasury yields do come down, if the war with Iran does end, or not even end, but heading in that direction, that's reasons for the broadening trade to continue, for the broadening to get more aggressive, but that's not really a reason for AI stocks or hyperscalers to go up materially. So, you could have a situation where people continue to sell semiconductors, continue to sell mag seven, or hyperscalers, and just move money into smaller weightings in the markets, and that could actually cause stocks the index to fall. Obviously, Tuesday is going to be a big day with SpaceX and AMD, and then Wednesday with SanDisk and Western Digital for the overall AI trade. So, I do think this is a very weird market where I think you want to be a stock picker. I mean, even then, the triple Qs are up about 10 and 1/2% this year. In the trading community that we started at the beginning of this year, keep in mind, over the past, you know, year or two, we were going heavy in hardware stocks, okay? So, to start this year, I I I I sold out of a lot of those stocks. I've been a stock picker, um multiple different industries, sectors. We're looking for the next 10Xer, right? You're never going to find that in the hypey stocks. It's never going to happen. You're never going to change your financial life if you're buying hype. If everyone's bullish on something, you have no edge. You don't know what You don't have information that Wall Street doesn't, right? We're up 36% year-to-date. 36%. We are three and a half X outperforming the triple Qs this year. Almost five X outperforming the S&P this year. This is a stock picker's market. And even then, to further prove this point, the Nasdaq, the triple Qs, they're down 6.3% in the past month. In the trading community portfolio, we're up 2% in the past month. That is a wild outperformance. So, ladies and gentlemen, this week is going to be absolutely crazy, massive catalyst. Basically, every day there's going to be something that's going to move the market. Starting off tomorrow morning, we're going to be reacting to the strikes on Iran being canceled and the framework of a deal. We've heard it before. I'm not going to get excited about it until it actually happens, but the markets will price it in at least a little bit. They have to. They have to hedge for certain outcomes. So, I do expect that cyclicals industrials software small caps, you know, these are going to be winning areas for tomorrow morning. And then, we'll see what happens throughout the rest of this week with earnings, economic data, and of course, more Iran headlines. If you guys want to come trade and invest alongside of us in the trading community, that link is down below in the description of today's episode. Not a financial advisor. Advisor, not a financial planner. All we do is spot opportunities that we believe have five, 10X oppor- opportunities over the next one to three years. That's it. It's as simple as that. And these are kind of out of the box stocks a lot of the time. They're They're not stocks that everyone loves because they can't be, right? If you're looking for five or 10Xers, they're not going to be stocks that everyone loves. It's impossible. It it it's literally not possible. Why did Palantir go from $10 on their IPO day, you know, back in 2020 to $200 per share just a couple years later? It was because there were a lot of people that were bearish on Palantir just as one example. I could go on and on with examples here. I'm not going to waste your time. Hit that like button. Subscribe to the channel if you guys made it to the end of today's episode. Have a fantastic rest of your day and I will see you in the next one.