An Opportunity Like This Won’t Come Again… (Emergency Update)

right now you own one stock that's up 523% last year and you own one stock that's down 54% right now and you'd be like no no I don't but you own the index right you own some sort of index fund either directly or you of your 401k and that's what's happening and literally as I was putting on my my black tie here I was thinking this is probably the biggest oversight in everybody's investment plan because most investors have no idea they're holding the losers right alongside the winners. So I thought off the cuff from the beautiful south of France can here I'm going to walk you through this for the next 15 minutes or so so it really really lands for you because half of your portfolio is dying and that part matters tremendously because it really impacts your outcomes and what you do with that information could literally define the next decade of your wealth, your retirement, everything else. And if you're wondering who the heck I am, my name is Felix. Um, I'm live here from Canra at the film festival, but I'm also an economist and an ex-banker and I'm also the founder of the goat academy. We've taught uh my retired mentors have taught over 20,000 people the last six years and that's really what we do here. So, the mission is very simple. Show you guys what Wall Street isn't showing you. So, you have the same tools and the same skills as as as those buckers, right? So, I'm going to walk you through what financial media won't tell you because it undermines their favorite narrative. Now, this video might be a little disorganized and it might be rather full of information at the same time. So, I will put together a full breakdown for you, a full research report of everything that I'm covering here and more. We're going to talk about a bunch of stocks. The tickers will be in there. Everything will be in there. Um, and you can download it and and and the link is down below in the description. So, so grab that. It's completely free. Um, no no uh strings attached to that one. But honestly, I just want you to have the full picture. The data, the charts, every ticker I'm going to mention, it's it's all in there, right? So, the S&P 500 is up about 9% this year, which is pretty good. NASDAQ is approaching uh all-time highs. Dow hitting about 50,000 almost, right? And last quarter, the vast majority of S&P companies beat their profit estimates like 84%. which is the highest rate we've seen since like the 2021 boom days where the government was handing out free money. So you read the headlines, everything looks freaking fantastic, absolutely amazing, as glorious as a can is here behind me. And that's where investors make their biggest mistake. You see alltime highs, you feel good, and then you do nothing. But what's happening underneath the headlines is a very, very, very different story. So I track once a week 150 industries across the entire US stock market. Sounds like a lot of work. Takes me about half an hour. And right now, 55% of these industries are really strong. They're climbing up. Lots of money pouring in. Looking great. 64 industries are going downhill. They are declining. The money is leaving the building. And it means that more industries are falling apart than they are going up. Even though we're at all-time highs. So, let me give you a real example. Micron technology, right? Micron is up from its lows 523%. And then Nike, Nike, the guys who make your trainers, they're down 54% in the same time period. They are both in the S&P 500. Then the same index, same time period. Massively different outcomes. So if you bought the index fund, the S&P 500, you own them both. Micron's pulling your portfolio up. Nike is dragging it down as hard as it possibly can. And you got to ask yourself, is that really the best you can do? Which is what I'm saying to the wind behind you who's viciously attacking the hair. Now, we're going to go much deeper on this, really into depth on this on Saturday. So, for the first time ever, actually, I'm going to run a free live session called Why Buy and Hold is Dead in 2026 and what Wall Street does instead. It's live. It's free. It's this Saturday. I'll be broadcasting it live here from France without the wind hopefully. And there's a link down below and it's called buyandgrow.net. net and that's really the intention buy atgrow.net. So grab yourself a seat for that. It works whether you're in the US or in Europe wherever you are because I'm in your sort of time zone this week. But I'm a little getting ahead of myself. Let me first of all show you why this matters so much right now. Right. So what's happening now is not a market crash. If it were a crash everything was going down. What's happening is a rotation rotation. uh money is moving out of certain sectors and it's flooding into others. So, think of it as a giant swimming pool with different sections. The total amount of water stays the same, just the index, but one end is getting deeper while the other end is draining. So, the S&P being an all-time high tells you the pool's full. It doesn't tell you which end the water is going into. So energy stocks are up 28% today this year. Best performing sector in the US. Healthcare is down 6%. Financial down 6%. Again same market very very different outcomes. Tech's up 16%. Materials are up by 14%. So the money is going somewhere very specific and if you're not paying attention to where you're kind of just along for the ride the ups and the downs, right? So there are basically one, two, three things that are driving this. The first one is inflation is back, baby. CPI, which is the official government measure for how fast prices are rising, is up 3.8%. 2%'s the target, right? Um, energy costs are up 18%. That's going to get a lot worse. Gas is up 28%. Um, so you're probably feeling that, right? And if you're feeling that, put it down below in the in the in the comments. Just put feeling in there, and people are going to wonder what you guys are feeling. Um, the Fed wants 2%. So we're at double the inflation that they want. And when that happens, hard assets and commodities win rate. The paperbased stuff loses money. Now the second thing that really matters here, and it's a number that you've probably never heard of. It's called N AIM. You might want to write that down. I feel like I'm clinging on for dear life here. It's called N AIM. And it's um it's a survey of professional money managers which is sort of ironic in itself and it tells you how much of their clients money is invested in in stocks right now. Um and right now it is 97 out of 100. So 97% of all money managers are all in. Um the way I picture that is game of musical chairs, right? 97 people are sitting down already and there are three chairs left. So when nearly everybody is fully invested, there is basically no new money left to push prices higher. The direction of money where it flows matters far far far more than whether more comes in. And the third point here is real wages. Real wages means what you actually earn after inflation. And right now that number is negative. So you're earning less this year than you were earning last year. How does that make you feel? Angry? pissed off. Yeah, something like that probably. Right. So, Americans are getting poorer even if their paychecks are going up because prices are rising faster than pay. And that's the silent tax on the consumer. Um, and all consumerf facing industries, retail, advertising, all of them, they're feeding the pay, hence Nike maybe. Um, but they're winners. And I want to walk you through a bunch of them. I'm going to give you some actual stocks and some tickers and hopefully my team will put some data on the on the on the edit here for you so it becomes a bit more valuable for you. The first I want to mention is just gold. Gold's a safe haven in terms of inflation. Uh now you can buy gold and I'm all for that and again I'm not telling you what to do. I'm not a registered financial adviser and and all that stuff. I'm just giving you my thoughts and my research. Right. Um a stock I like is called NEM new because gold's at, you know, 4,700 or something. It's up almost 50% in the last year. Um, and there are three things that are pushing gold. Central banks are holding it. We're expecting about a thousand tons of gold buying from central banks this year, which is just crazy. China, India, Turkey, Saudis, they're all switching their dollars for for uh for gold. And it tells you a lot about where the where the world is heading really because these guys are the ones creating the inflation, right? They're the ones printing the money. Um, cash means you're losing guaranteed because inflation will make it worth less. And gold's the ultimate inflation hedge. It always has been. I think it probably will be for the next 5,000 years as well. And gold miners like NEM are doing even better than gold. So, there's an index for the gold miners. It's called GDX. It's running well above its long-term averages. And when the miners outperform the metal, it usually tells you there is some some some legs here. So, who are Newmont? largest gold miner on the planet. Massive company, 100 billion plus, not one of these, you know, or maybe they'll find gold type type deals. They're a blue chip gold miner basically, right? And if you join me on Saturday, we'll look at the chart together of that stock and some of the other ones we're talking here because that actually tells me where the money is flowing and why it's coming in and the exact price point where you might want to be looking at. I'm going to teach all of that to you on on Saturday if you join the uh why buy and hold is dead in 2026 live training. The second area that I'm looking at is uranium and it's sort of the stealth claim and my stock pick there is Kamiko. CCJ is the ticker symbol and it's flying under the radar. Uranium is up 21% compared to a year ago. The world's going nuclear, right? China has 60 nuclear reactors running, 38 under construction. The US just classified uranium as a national security asset. um tech giants are basically building or signing contracts or small nuclear reactors to power the power the data centers and the only way we're going to get the power we want for AI is going to come from nuclear that's just the whether you like it or not that's just the reality so the US needs about 50 million pounds of uranium per year and it makes about 1 million of that domestically so it's a 98% import dependency for something the government calls national security critical item so uranium mining stocks. There's an ETF for it called URA that's up 25% so far this year. Junior miners up 45%. But my pick is CCJ because it's a $50 billion company, largest uranium producer in the world. And if uranium is the fuel of the future, then Kamico is going to be supplying. Third, copper. Copper is like what oil used to be. My stock pick here is, and again, don't bl these things blindly obviously uh read the report. come and join us on Saturday and learn is FCX. It's called Freeport McMuran. And a lot of Wall Street's calling copper the new oil because the entire modern economy runs on it. Copper is up about 40% over the last year. Every EV needs four times more copper than a gas car. Every solar panel needs it. Every wind turbine needs it. Every data center needs it. Every power grid upgrade needs it. Bloomberg says copper market is swinging into a million metric ton deficit which means there is more demand than the world can produce and it's going to get worse not matter production problems in Indonesia, Chile, China is is halting exports um in lots of things that are needed for copper processing. So the supply here is shrinking the wind clearly isn't. So why FCX? 80 odd billion market cap. It's the closest thing to a pure play copper company on the planet in my opinion. So when copper wins, FCX wins. There's some other ones. Um Southern Copper. The ticker there is SECO. That's about 160 billion. It's bigger. Uh also well positioned I think. So have a look at those. Let me know if this is helpful. Just put a helpful in the chat down below and I know this is landing for you and whether it's worth ruining the precious hair over. Um, fourth, I think we're at fourth. Energy. Um, the stock here I would look at is TTE, total energies. Energy overall is up about 20 odd percent so far this year. It's the number one performing sector in the entire S&P. So, everyone's debating tech stocks whether they overvalued. Well, energy has just outperformed everything. So, if you know where to look, if you know how to see where the money is flowing, you don't worry about the bubble. You just buy the thing where the money is flowing into, right? And it makes sense. Inflation is driven largely by energy. The companies that produce energy, they're printing money. Yeah. So, TTE is the stock I'm looking at here, but $160 billion company. Uh, pretty diversified energy giant. Oil, gas, renewables, you name it. Um, and money is flowing into it. Just look at the stock chart. Join me Saturday if you don't know what the heck I'm talking about. I'll teach you. So, we've got four commodity sectors there, right? We have your gold, uranium, copper, energy and that's where the money is moving. Just that's just very simple, right? But when commodities do well and we are in the commodity super cycle, the there is also another boom that's attached to that and that's typically infrastructure and defense. The numbers are pretty pretty shocking. So general building contractors, these are non-residentidential construction is up 330% as an industry. 330%. So you could have made 330% while you were sweating about your Palanteer or your Sofi or your Nvidia or something if you just know where to look. Electronic electronic components are up 300%. We've been in that for some time. Engineering the construction companies are up 200%. Water sewer pipeline companies are up 200%. Semiconductors yes also up 170%. Electrical products are up. So these are not meme stocks. They're not your crypto stocks. They're companies that are physically building the next infrastructure of the United States. They've got real companies. They've got real contracts. They got real earnings. And while the S&P does 9%, these guys have done, you know, tremendously more. And you already know every tech company out there is spending billions on data centers. And what do these data centers needs? Well, they need chips. They need power systems, cooling, copper, physical stuff like buildings, electrical infrastructure. They need all of it. And my pick in in in all of those industries would be first of all chips. Yeah. Broadcom, AVGO, huge company, children and a half market cap. They supply custom AI chips to the biggest, you know, Microsofts and Amazons and so on on the planet. And money is flowing into it. But it's not just the chips, it's also the physical stuff around the chips. And one stock you probably never heard of is called Fix Fiix. It's called Comfort Systems. They're an engineering company and they basically do the mechanical and electrical systems, which is what data sets need. Now, they're up 500% from its lows. And you may be thinking, "Oh, it's too late, Felix. Why mention it now?" Well, join me on Saturday and I'll show you why too late is usually the wrong way of looking at it. And you know, you could buy the index and buy and hold, but fix won't be in it because people wouldn't have heard about it. Um, another stock I think really worth hooking up, we talked about this before, is Seagate, ticker symbol STX. data storage. Um, yeah, it's a 90 billion dollar company, not really a household name, but it's a massive winner in this in this sector. Uh, another one is worth mentioning is Celestica, ticker symbol CLS. They do basically electronic manufacturing stuff. So, they make the hardware that powers the cloud and the AI infrastructure massively up 700%. So, real companies, real profits, real earnings, and you hold an index fund forever, you won't be in these, right? What about defense? Well, Europe's rearming. The Germans are rearming, which always makes me feel warm and fuzzy inside, especially as I'm one of them. Don't make the Germans rearm. Seriously, we're not we're not we're not equipped for it. It's never worked out well, has it? Um, so NATO spending commitments are basically going to the moon and the wars going on and and defense companies have basically massive massive backlogs and the spending is about to get a lot a lot more. So where would I rocket lab? RKLB hits up 2,79% from this 2700%. Yeah, it's a 40 billion company. They do space launch and defense technology. And again, you might think, "Oh, I wish I would have found that earlier." True, but it's a bit like planting a tree. The best time is today. You can't find a time machine. A little bit more conservative would be RTX. Used to be called Rathon. Massive company. Defense blue chip company. basically only up about 69%. And I say only because yeah, a lot of stocks we are in or have been in are up a lot more than that. Um I think they're on the right side of the money rotation. And then you have the whole play around America bringing manufacturing home, right? Semiconductors, battery plants, EV factories, the chips act, the ironically named inflation reduction act which caused more inflation. Um they're funded programs. So this construction boom is going to go on for decades. And that's why, you know, we've been talking about water pipelines, sewer pipelines, construction in those spaces because it's been up a lot. Um, one stock here to look at, maybe write these down, is Maztech, take a symbol MTZ. They specialize in infrastructure, construction, power lines, pipelines, that kind of stuff. Another one is Quant Services. We talked about that one before as well. Engineering and construction company, electric power, oil, gas. So, these are the companies that are invisible to most retail investors, right? They don't go viral. They don't make the headlines, but they're the backbone of every mega trend and they're up a lot. Um, I think they could go up a lot more. I haven't got a crystal ball, so there's no no promise of future performance, but you know, start with the money is going. And that brings us to the part that should make index fund investors very uncomfortable because we also have losers, right? And and I run through these very quickly, but remember there are 64 industries right now, almost half that are losing more than are going up. And again, these are not obscure ones. These are the industries with household names that are in your index fund. So if you own the S&P, um even diversified ETFs and so on, you are actively destroying your returns by owning these. Um shoe manufacturing, it's down 37%, Nike being the uh the horror show there down 54%. So for just professional services it's down 30% consultants it's not a surprise consultants were always a complete waste of life but it is now becoming obvious that Claude can do the same as 200 consultants and therefore you know as much as we've always loathed them we definitely don't need them right now so companies like Boo Allen uh Bruce Allen are down 50% publishing is down 43% Reuters right is one of the world's largest information news companies down almost 50%. Forest products are down 36%. Maybe you think you don't own them. Well, you do. They're in your index. Advertising is down 29%. WPP, world's largest advertising company, is down 2/3. 2/3 of the money that you have in that got destroyed, but you're holding it. So, if you think about this in real dollars, because percentages can feel really abstract. If you put a thou, say you put $10,000 into an index fund two years ago, today you've got what? 13,000. 30% gain. Sounds good, right? But if you put that same $10,000 into just the climbing industries, the ones we've been talking about, you'd be sitting at like $40,000, $50,000, maybe $60,000. And if you'd concentrated in the losers, well, your $10,000 is now worth five, four, $3,000, right? So, your broker tells you or your index fund tells you we're up 9%. But it's a mix of rocket ships and sinking ships. And maybe you want to get rid of some of the sinking ships because the difference between having $3,000 and $60,000 is pretty freaking big to equate your commander a chief, right? That's buy and hold. So, let me just make sure you heard what I said, right? $10,000 can become 60, but we can come 3,000. And the difference in my opinion isn't luck. It isn't timing. It's it's knowing where the money is flowing. not predicting it but just watching right and the textbook buy and hold forever strategy the one that you know everybody tells you to your parents believe it actually worked for them that strategy puts you in both outcomes and then they call it diversification and look I'm not a financial adviser all right I just share with you my opinions my research you got to make your own decisions but I tell you this Wall Street does not buy and hold they never have not Waltz it's the playbook they sell to retail investors to everyday So institutions can trade around you. They collect the recurring revenue from your index funds and it keeps you sitting still while the big money moves around you and makes money. And it's not your fault that you're doing that because you never told any different. Nobody taught us any different. I had to learn this on the trading floor myself. Like I would not know this. I would not be here today if I had not known this. So what do they actually do? Well, that's exactly what I'm going to walk you through step by step this Saturday. It'll be a free live session. We'll go for about two hours. I called it why buy and hold is dead in 2026. And if you doubt this, and you might well do put doubt in the chat down below, but just think about the speed of technological innovation, the speed of AI and chips and flying things and electric cars and all that stuff. It's faster and faster and faster. So picking, you know, one great stock and holding it forever like our parents or grandparents maybe did successfully, it's very unlikely they will still be the winners down the road because technology is just making it easier to disrupt these guys. Um, so you can register, go to buyandgrow.net. It's completely free. Get yourself a free seat. Be on time. There'll be no replays. And I think you deserve to know the rules. I think you deserve to know the rules everyone else is playing by. And as I say, it's the first time you're going to run this. Probably the last time you're going to run it, but it's pretty freaking important. Uh and it means you never ever need to sit through another lost year, another lost decade watching your money go up and down and then essentially sideways while other people's portfolios triple, right? So, buying.net, links down below in the description. Grab yourself a seat. I'll see you Saturday. and and honestly the the gap I'm seeing between the winners, the winning stocks and the losers is the widest it's it's ever been. And the index fund will put you in both. Right. So join us on Saturday for the live session. It'll be fun. And um I'm going to go and you know to shovel myself and enjoy your uh film festival and lots of glamorous people and um at me. So I hope this has been useful for you. If it has, write useful in the comments. Let me know if you're joining us on Saturday. right Saturday in the comments and um let's fix this. Let's fix this skill gap for you and uh see you there. Are you still a buy and hold investor? The reason I ask is that Wall Street stopped buying and holding years ago. They just never told you. And investing used to be like bit like planting