*BIG RUMOR* Stocks Will EXPLODE Higher if Confirmed

If this rumor is confirmed, you are about to make a lot of money because the stock market is going to rip higher. In this video, I will tell you all about this rumor and potentially two things that could actually happen that could cause the rest of this year to be very strong, including potentially September. I will also share with you what is happening just broadly in the markets right now. Where do you want to be positioning for upside in the next couple of months and in my view the next couple of years? First things first, before we get into all of this information and big news that you need to know, I want to ask you guys a quick favor. Instead of hitting the like button today, which you guys should definitely still do, go down there and hit the hype button. and you get three free hypes per week and it really helps to push these videos out to more people that need to see it so they can also make money from them. So, it is being reported that Trump is weighing declaring the Iran war over and just leaving the region. President Donald Trump is privately discussing with senior aids whether to declare the US war with Iran over even as the Pentagon extends troop deployments into 2027 and the conflict continues to disrupt shipping through the straight of her moose. The Wall Street Journal has reported Donald Trump also said yesterday during an Oval Office press briefing that he downplayed the war to reporters explicitly calling it a very intermittent military conflict. and small potatoes compared to historical US conflicts. It is also being reported today that Putin will hold talks with US special representatives Wickoff and Kushner on Saturday. And there was also an announcement that Moscow and Keev are not going to be attacked. There's a ceasefire on both sides for the next 3 days while Witoff and Kushner are in those cities. But look, I will tell you, Trump said yesterday they are going to Russia and Ukraine with an agreement, a deal to end the war between the two countries. If that were to happen, and some of the sanctions come off of Russia, some of the oil sanctions, this would be like supercharging the stock market if the Iran conflict were to end at the same time. Like oil would fall like 30%. In a day, it would be insane and really good for the stock market. This comes after Democrats now have an over 50% probability of sweeping the midterms, taking control of the House and the Senate. A year ago, there was only a 20% chance of a Democratic sweep. And now the election is less than two months away. The pressure is on. Because from a political perspective, if the Democrats win the House and Senate and then in two years there's another election, that could risk a total Democratic sweep across the board. And that is not something I think Trump wants to risk at this point. And I know if you're watching this video, you're investing in the stock market. You're a very logical person. You're going to sit there and say, "Hey, this person has better policies than this person. I'm going to vote for the better policies. But the the average American out there, a lot of people don't care about politics. They vote based on how they are doing financially. And I've shared this with you guys before on the channel. And we do have quite a bit of historical precedents on this. William McKinley was the only president in 1900 to have a recession within 24 months of an election and go on to win a reelection campaign. Okay, there's a lot of people that think Trump is going to have another re-election campaign that there's going to be some gray area that allows him to run again. I don't know. I'm not trying to make that argument here. But the point I'm making is you basically can't win a reelection campaign if people feel like about the economy. It's only happened once since 1900. Okay. Um there have been five presidents that have lost a reelection campaign if there was a recession within 24 months before the election. And that was William Taft in 1912, Herbert Hoover in 1932, Jimmy Carter in 1980, George H. W. Bush in 1992, and Donald Trump in 2020. Yes, even Donald Trump um fell victim to people feeling like about the economy and lost his re-election campaign. So whether you like it or not, the way people feel about the economy is top of mind heading into elections. And I will tell you right now, there is a major probabilistic difference between winning a midterm election or losing a midterm election based on if gas is $4 a gallon or $3 a gallon. It is a major difference. It It can literally make the whole election. Also, the stock market, right? You don't want the stock market to crash right before a midterm election. So when we circle back to what's happening in the markets right now and where the problems lie. Yes, we have problems in AI hardware. OpenAI and Enthropic they disappointed on their revenue targets. Enthropic looks like they are rushing an IPO to dump on retail investors. Hardware stocks have really high expectations. Like it's not perfect out there. There are some problems and I think two areas. AI hardware just because of the me the the reasons I just mentioned and the Iran war, right? Why is the Fed talking about raising rates? The Iran war and oil, right? Why do people sh feel like about the economy? Why is consumer spending really lagging behind? The Iran war, right? Higher oil prices, higher inflation. And now you're hearing rumors about Trump potentially declaring this conflict over. It's no surprise. It's political pressure. Every Republican out there that has a backbone is calling Trump right now to tell him, "Dude, you know, the election's less than two months away. We're going to get smoked if we don't at least cause oil to fall." Yet again, if the Fed raises rates and the stock market crashes, that's not going to help anything either. Like literally, the best thing you could do is just walk away from the war. Let the straight of her moose open. Get oil prices and gasoline prices lower. Lower treasury yields, mortgages, auto loans, things like that, and prevent the Fed from hiking rates. caused the stock market to rip higher. Trump has the cards here. He holds the keys to this and I think he is going to use it before the midterms. The question is when is it going to be before September 16th? Because really the pressure is on over the next 10 days or so. And I don't think it's any surprise here that Trump is saying, "Look, we might just walk away from this war as we are 11 days away from the Fed hiking rates if they don't." Because the fact of the matter is whether or not you think September is going to be a strong month, it really comes down to do we get a Fed rate hike or not. If we get a Fed rate hike, you're going to have a correction in September. It's going to be rough. Stocks are not going to do well. Now, again, as I've said on this channel, you want to be buying that weakness. That is an opportunity. If you're like us in the trading community and you're trying to take advantage of fear and emotions out there, if you're trying to make as much money as possible, you have to take advantage of a correction based on one rate hike during a shortterm or temporary war when all else is looking pretty good out there. Earnings are strong, companies are doing well, economy is okay, jobs markets okay. If we get a correction in that environment, I think it's an opportunity. Typically, corrections happen because of recession fears and bare markets happen because of recessions. I think even if we get a rate hike, if we get a correction, you're you're probably not going to see recession fears. We have also heard in the last couple of weeks that some of the senior officials within Iran want to end the war as well, like Iran's president and Iran's foreign minister. I mean, come on now, guys. I know people have their own opinions on like what's going to happen with this conflict and blah blah blah. And look, like at the end of the day, I don't really care. I'm We are going to make money regardless on this channel. We're going to put ourselves in the best position possible. no matter what happens to benefit either way. I don't really care. But you should have a logical understanding of where we are with this, right? Let me just put it all out there for you guys. We have heard for weeks now that, you know, the United States government's going to pull back on their troop deployments in the Middle East once this war is over. We heard about a month ago that Trump was talking with his adviserss to potentially just walk away from the Iran war. And now we're hearing about this in the past 24 to 48 hours. Again, at the same time, it now looks like Democrats are going to sweep the House and Senate. If not a sweep, they're probably going to win at least one. The only card Trump has right now is prevent a rate hike, let the stock market rally, get gas prices lower, and have a good chance of winning the midterms. I mean, Trump said this week the stock market's going to go up. He literally said that. I don't know when the news will drop, but it's becoming very obvious. And now it's almost like the Fed put a deadline on Trump, right? Trump, you have 11 days to end this conflict or we are going to hike rates. I mean, we do have the CPI report coming out next week and that's going to be big, but you really need the CPI report to be lower than expected in a pretty big way to drop the probabilities enough to avoid a rate hike because you're currently sitting at about a 58 12% probability of a rate hike. If CPI comes in line with expectations, this might drop a little bit to like 50/50, but it's not going to fall to like 30%. If inflation is really low, then you could fall to like 30%. But oil prices went from $74 a barrel to like $85 a barrel from the start of August through the end of August. And that could add some inflationary pressure because again, you cannot strip out oil inflation from the numbers. You can try to and we do with core CPI, but oil affects everything. It's an input cost to literally everything. This uh Versace Aeros, which if you guys don't have this cologne, you need to like I I use it all the time. So good. Your wife will love it. These uh Cheeit snapped things, which have been sitting here for like a week and I haven't opened them. I didn't make none of that. Somebody shipped it. somebody's cost went up because of oil prices. So again, long story short, if the war with Iran ends, we don't get a rate hike. Even if CPI is a little on the higher side, if the war with Iran ends, we're not going to get a rate hike. Like the problem is solved. September is going to be a very strong month. Because the other part of what's happening right now is from a tactical perspective. You guys have to understand in the trading community year to date we are up almost 97% year to date and a lot of other funds are up like 20 30%. They know the midterm election is coming. They know there's a war with Iran. They know economic D-Day is happening and that could eventually end up sanctioning China. They know we have a trade war with Canada going on right now. They know the Fed is set to hike rates on September 16th, right? There's a lot of problems out there. There's a lot of potential issues, right? Just the midterm seasonality alone. What are they doing? They're going out to hedge their portfolios. If I was a hedge fund and I had clients that wanted returns and I was up 97% year to date, I would be hedging the out of this portfolio. Even though I think the war is probably going to end before the midterms and I don't think we're going to get a rate hike, I would be hedging because what happens if I'm wrong and things go to hell and I go from being, you know, the best performing hedge fund with a 96% 97% return down to like 20%. That's going to look terrible for my clients. So there's a lot of event risk hedging right now. People are just throwing hedges on their institutional portfolios and shorting stocks because of the whatifs, right? If the Iran war ends, a lot of those tail risks also evaporate alongside the war and that would cause a pretty violent short covering event and subsequent rally higher in the markets. Now, if you guys want to come trade and invest alongside of us, there's a link down below in the description of today's video as well as the pin comment. But it's not a recommendation. It is not financial advice. And always come to your own conclusions. Again, CPI, that's going to be something that is very important this upcoming week. That comes out on Thursday. Core uh wait, that's PPI. I'm looking at CPI could be is it on Friday? I thought it was on Thursday. Okay. So, if it's on Friday, then we got a week of uh potentially to contend with. um Friday. Okay, so core month overmonth is expected at 0.2% really in line with what you had last month. Now there's obviously the decimal point, right? You could come in at 0.15 or 0.24 and you're still going to be rounded to 0.2, but there's a 1% difference in your annualized inflation rate at those polar opposite ends of the rounding spectrum. Right? Hopefully that made some sense. kind of hard to explain, but nonetheless, you're expecting CPI around 0.2%. Annual annualize that over 12 months and you're at 2.4% inflation. I mean, not terrible, but not good enough, right, for a lot of people's uh perspective. 2.4%. It's not cutting it. But if the war with Iran comes to an end, it really doesn't matter how CPI comes out. stocks are going to rip higher. Now, where do you want to be invested in this market right now? I've been very open, honest, and transparent with you guys. I think there are four different areas that are like the big winners over the next 12 to 24 months. I think there are other areas that have a lot of positive things going for them as well versus some of the consensus views out there. You guys have to understand if you're trying to make a lot of money, not just get a like 8 to 10% average return. If that's your idea, invest in the S&P. If you're watching this channel, I'm never going to strive for average, right? I want 50%. I want 100% returns. The way you do that is to invest into stocks before Wall Street figures out what the opportunity is. You want to be early to opportunities. That's where I spend a majority of my mental bandwidth is trying to find stocks that Wall Street is sort of ignoring. There are four supercharged areas over the next 12 to 24 months. Robotics automation AI software and cyber security. They're not all created equal. Some are better than others. Some, you know, have more upside than others. But these are the areas in which I believe as the AI hardware trade comes to an end, capital is going to float down the AI spectrum into the application layers. And that's really what this is going from the buildout phase where everyone focuses on that to focusing on the companies that are actually going to deploy AI in the enterprise world in the real economy and do so in a big way. If AI is successful and it's not a bubble, you have to see real companies benefiting from AI. You have to see robotics successful. You know, one of my main arguments for a stock like Tesla is look, if if we are projected to spend like 10 plus trillion dollars in the next five years on on AI on the hardware side, you bet your ass you better hope Tesla is successful with Optimus. Now, look at the stock prices, right? Look at the sentiment and positioning. Does Tesla provide a more attractive opportunity than a SanDisk or a Micron? I would argue yes, right? For some of those reasons. So robotics automation AI software and cyber security. Those are going to be big winners. I also like playing the idea of a stronger consumer over the next 12 to 24 months. The war with Iran hopefully will be ended by then. Oil prices will be lower. Gas prices will be lower. Treasury yields should be lower as well. The Fed will be more on the dovish side, right? Um these things could help the consumer to finally recover. Inflation's been stabilizing for a while. There's like we're definitely in a high living cost kind of world. Things are expensive, but they're not just going up over and over again anymore. like this is not like 2022 or 2021 where it was like oh my gosh like sticker shock, right? So I think the consumer could actually recover. A big thing about that is the real estate market. The real estate market is is like 75% of the average household's net worth. Well, a lot of people have really low interest rates right now and cannot afford to buy a new house, right? Um, like take for an example the house that I just moved out of, right? And I'm in the process of of moving right now. When I bought that house in 2021, I got like a 2% interest rate, like maybe 1.75, something super low. The mortgage was like $700. And this is like a $300,000 house. Now, if I wanted to go out and buy a $300,000 house now, dude, the mortgage is going to be like $3,000. So, a lot of people can't afford that. Even though maybe they have $200,000 of equity in their home, they can't afford to sell their home and buy a new home unless they put all of that money into a new home, in which a lot of people don't like the idea of doing that. So, the real estate market, when that picks up, the consumer is really going to boom. I don't know exactly when that's going to happen, when these things are going to come together, but I do like cyclicals, nonAI industrials, maybe even some of like the homebuilders, you know, some of these areas that kind of have been forgotten about since uh hardware and AI has dominated the markets, the travel theme, right? If people are able to sell their homes and have more money, what are they going to do? They're going to book that vacation. They're going to travel, right? Even airlines could be quite well. Are airlines going to go up like a robotics or automation or AI software or cyber security stock? Absolutely not. But they offer different levels of risk, different levels of reward. And I think there can be a place for some of those in a portfolio as well right now, especially if we do get a correction in the month of September. Now, let me just tell you, there's a lot of people as well that think if we don't have the correction in September, we're going to have a correction in October. I don't think that's the case. I think if we're going to have a midterm election correction, it's going to happen in September. Now, obviously, things can develop and maybe there's something that happens in October that I don't know about that happens. Fine, whatever. But again, whether or not we're going to have a correction in September comes down to is the Fed going to raise rates on September 16th? And that might just come down to whether or not the war with Iran is still going on 11 days from now. So, the point of this video is I think Wall Street might be severely underestimating the probability that Trump just walks away from this conflict. And I know that's a hot take, but what's the alternative? You're guaranteed to lose the midterms. Basically, gas prices are going to stay elevated. The Fed's going to hike rates. Stocks are going to crash. I don't think Trump wants that. In a scenario, I could see Trump walking away from the conflict until the midterms are over. Right after the midterms, you go right back in. That's a possibility. I don't know. Maybe. But it, you know, this kind of feels like the situation we had earlier in 2026 where you basically went from pricing in like two rate cuts in 2026, within 6 weeks, you were pricing in like three rate hikes. And it was like, okay, I think we swung too far in the other direction. I think investor sentiment around the Iran war has also shifted too far in the, "Oh my gosh, this is going to be a forever war kind of thing." The signs are there that it could end on literally no notice at all. And again, I acknowledge that is a hot take, but again, that's going to likely be the determining factor whether or not we get a rate hike or not. And I don't think Trump wants a rate hike right before the midterms. And I don't think Trump wants the odds or the Fed wants the odds to be 5050 of a rate hike or a pause heading into the Fed meeting because even if inflation is in line with expectations, I mean, it's going to be around 50/50. There's going to be a good chunk of the markets that get surprised no matter what happens. If we are 50/50 probability of a hike or a pause heading into the Fed meeting and the Fed decides not to hike rates, well, that's better than the Fed hiking rates, you're still off sides. You still surprised a good chunk of the market. And surprising the markets typically is not a good thing. So, ladies and gentlemen, let me know your thoughts on this down below in the comment section. And in the next video, we will be going over the specific stocks that I like for the month of September that I am buying for 2027. You want to start positioning for 2027 around this time of the year. I know a lot of people don't understand that. A lot of people say, "Oh my gosh, November, you know, November, December, that's when you want to start positioning." Nope. You want to position at the end of the summertime for the following year. I will share my uh favorite stocks with you for next year in the next video coming out at 700 p.m. Eastern Standard Time tonight. Ladies and gentlemen, that is going to do it. Hit that like button, subscribe to the channel if you guys have not done so already. Have a fantastic rest of your day and I will see you in the next