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Eyes Peeled for the Crack Up Boom

 
   
     
   
 
MAR 16 2023
 
 
Eyes Peeled for the Crack Up Boom
   
DON YOCHAM 🎥
Private Profits, Public Risk
 

Dear Investor,

Last week’s shut down of Silicon Valley bank ushered in the start of the next global financial contagion.

That means easy money and profits for banks from perpetual quantitative easing is back on the table. At least once the government is done using public money to bail them out again.

This is the setup for the hyperinflationary crack up boom – skyrocketing stock prices alongside skyrocketing inflation – I’ve viewed as inevitable ever since the Federal Reserve abandoned any and all constraints on money supply back in 2008.

But markets aren’t quite ready for that yet.

First, fear of failure needs to get flushed out of the system. And interest rates are far better at showing you what markets fear than stocks could ever be.

I put together this slide deck to help you see what rates are telling us right now about liquidity risk, default risk, inflation risk, and growth.

And I walk you through them in the video below.
 
 

Take What the Market Gives You.
 
 

Are you ready?
Do you know about it?
Would you like to learn more?
 
 
JEFFRY TURNMIRE’S MORNING MONSTER 🎥
Bailouts and the Triple Witches
 
 
 

Tomorrow, live at 9:15am ET I’ll be talking triple witching and however many trillions of dollars are set to expire on YouTube.

Weekly, monthly, and quarterly options expiring all at once rarely fails to disappoint. But a Fed caught by the short hairs – plus an FOMC meeting next week – will make for real fireworks.

So, join me for my “Morning Monster,” and catch the day’s big movers BEFORE the market opens.

See you there.

Jeffry
SCOTT WELSH
Hooray Bailouts
 

Well, here come the bailouts.

The world didn’t end and now we know why. All of the suffering institutions are now being saved.

And this brings out a lot of strong emotions from people.

On one hand, bailing out the banks ostensibly saves us all from a terrible crisis. 

On the other hand, “Um, why are we bailing out these idiots who were so careless with our money??”

It’s a tough situation.

But it makes the market go up.

Last time we talked about Advanced Micro Devices (AMD). It has blown past our $88.95 trigger point and is now trading over $96 (a 7% gain). 

AMD is in a hot sector and the “good” news about bailouts is causing it to soar.
 
 

Are there any other hot sectors to look at while the market is feeling giddy?

Yes, apparel. And we’ve mentioned it before.

While not as red hot as it was, apparel stocks are still doing well and On Holdings AG (ONON) is near a possible breakout point:
 
 

A move above $24.11 on this recent IPO could lead to a big move.

Especially if the banks have regulators holding them in their comforting arms.

Happy trading,

Scott
ROUNDTABLE WITH DON YOCHAM 🎥
Banking Crisis Special
 
 

Did you miss this week’s “Roundtable with Don Yocham”? Catch the replay video here…

And be sure to join us at 10am ET each Wednesday for “Roundtable”, where our market and economics experts will discuss the biggest news affecting Wall Street price action – and how to trade it.

This week, we covered:
 
• Are we back to QE forever?
• Will the Fed exercise its put?
• What to consider as we await the most important FOMC meeting ever next week. 

Be sure and tune in every Wednesday at 10am ET for the “Roundtable with Don Yocham.”
   
 
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