Three Stocks to Trade for Three Rate Cuts

March 21, 2024

Dear TheoTrader,

Blake Young here taking over the top from Don Kaufman.

The infamous Fed Dot Plot showed most committee members are forecasting three rate cuts in 2024. For those of you who’ve been hiding out in the woods since 2009, rate cuts can act like rocket fuel for many, many stocks… and poison for others. And we could get three hits of it this year.

And this isn’t counting 2025. 

So we’re going to look into three sectors that will be rocked up (and down) by cheaper money, and three specific stocks in each sector to trade.

I’m looking at a commercial REIT in the data center segment, a bearish play on a financial that can’t rally with its sector-mates and a tech stock operating in the Cloud, the “Internet of Things” space and, you guessed it, AI.

There’s a lot to get through here, so let’s get started…

9:20 AM to 10:30 AM: I’ll be calling the open
10:30 AM to 11:30 AM:  Professor Jeff Bierman will show you… “The Way”
11:30 AM to 12:30 PM: Gianni DiPoce will wrap the week… and look ahead to the next
12:30 PM to 1:15 PM: Blake Young will talk about stocks to trade
1:15 PM to 2 PM: Brandon Chapman will uncover the top sectors for you
2 PM to 3 PM: Tony Rago will tear up the NQ
3 PM to 4 PM: Corey Rosenbloom has even more swing profit candidates

Gianni Di Poce Just Whupped the Market… Again
Gianni took a big position in a mid-cap mobile tech company back in January. He told me he just sold another third of the stake for 61% in profits so far, or about six times better than the S&P 500. This ain’t over… 

Try This U.S. Treasury Play
Interesting recommendation yesterday on the 20-year Treasury Bond ETF. Buy 1 TLT 100 (weekly) Mar 22 2024 $93.50 calls at $38 or better. Give it a shot and let us know how you do… 

We’ll talk again soon,

Don Kaufman
Co-founder, TheoTrade