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The Jim Reaper

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Jim’s got his voice back!

No more Babadook, our boy was happy and healthy a clam this week. And he actually put in a full week of work!

JC was feeling bullish too. He says the Government has “inspired confidence they’ll be there for depositors.”

And now he says the SVB collapse may be seen as the market’s saving grace:

When you go through all the ramifications of the SVB failure, it ends up breaking positive for much of the stock market. We should thank SVB, because the crisis stayed the hand of the Fed. Without the overnight collapse of SVB, we might have been hit with a 50 point rate hike on top of the quarter point we got last week, and I’ll bet the averages would be substantially lower than they are now.

So you see guys, its a good thing he told you to buy SVB stock! 🙄

Monday Mar 27

I’m downgrading this from a banking crisis to a “jam” – On the c̶r̶i̶s̶i̶s̶ jam

It’s a cult stock. There are people who love it no matter what. I don’t want to get in the way of it. It’s not the game that I like to play. – On Gamestop

I think they have a very good company but I’d like to see them in more states – On Draftkings

Tuesday Mar 28

In Canada they got rid of the password sharing, and initially the numbers dipped. But now people are starting to regret that, and now they are coming back. That’s why the stock is coming back, and I think it will continue to do so. – On Netflix

We sold that one too early for the charitable trust, and I regret it. – On Boeing

Wednesday Mar 29

Thursday Mar 30

The one thing thats great about them, is we don’t need Jay [Powell] to make money, cause we got Elon! Elon is real, and he’s great. – On Tesla

Friday Mar 31

I happen to like these fiber coaxial cables. I’ve always had a thing for them. I think that stock’s a winner. – On Amphenol

I want you to go ka-ching ka-ching to that one. It’s the best bank in Europe. Spain is taking over. I say go all in! – On Banco Bilbao

I would prefer you invest [directly] in bitcoin. I want you to put it in a place wher you won’t wake up and find its not there. – On Microstrategy’s Bitcoin reserves

Note: This Bitcoin call is bizarre. Jim told everyone to sell Bitcoin on January 9th; essentially bottom-ticking the current bull run.

…Of course Bitcoin is up a whopping 62% since then!

Huh? Who said not to own Apple stock? Who has ever said that?!

Cramer Classics

Weekend Bonus

Burry apologizes!

That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.

Enjoy the week ahead.

-IC

Disclosures

  • This issue was sponsored by our friends at Nada​
  • We have no ALTS 1 or personal investments in any companies mentioned in this issue.

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Author

Stefan von Imhof

Stefan von Imhof

Stefan von Imhof is the co-founder and CEO of Alts.co.  With a background in alternative asset analysis, valuations, and due diligence, Stefan was born for this world. His alternative investing  newsletter has grown into Alts.co — the world's largest alt investing community, with over 230,000 investors. Originally from Boston and later Santa Barbara, CA, he now lives in Melbourne, Australia with his beautiful wife.

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