Jim Cramer

[winston]

Jim Cramer: Stocks Won't Keep Going Up

by KATHERINE ROSS

Is this market baffling you? It's baffling Jim Cramer.

"The bond market made me do it. That's what I think when I see interest-rate sensitive stocks like the drugs and the utilities screaming on pretty much nothing, while the cyclicals and the techs get pummeled for the second day in a row," Cramer wrote in his Real Money column on Tuesday afternoon.

"There are so many new investors in stocks these days and for the most part, they have only seen stocks go higher. The last two days have been a rude awakening to those who joined the market in the last 10 months because they now realize what many old hands have known for years: Boy, can you lose a lot of money fast in stocks," he continued.

"Now, a lot of these newbies chose to buy stocks because they were exciting -- all those "the next Tesla (TSLA) " special purpose acquisition companies, with projections so bountiful that they almost had to be false.

(They got away with it, by the way, because under President Donald Trump, there was a ridiculous anything-goes approach to anyone and anything that wanted to come public.

This backdoor, this loophole burned people so badly that you can almost call it celebrity arson, as money managers teamed up with famous people to fleece you into buying concepts, not companies, but concepts that fizzled and burned your portfolio to a crisp.)"

Source: The Street

https://www.thestreet.com/jim-cramer/ji ... p+Going+Up

[winston]

Cramer's Mad Money Recap: Bubbles That May Burst Soon

Forget all this talk of reaching the 'peak,' Jim Cramer says. We may just be getting started on this market.

Many people think this market is about as good as it gets. But Jim Cramer told his Mad Money viewers Monday that the recent action on Wall Street tells him a different story. It tells him there's no peak in sight.

It's been decades since the U.S. has seen a strong economic recovery. But after the world was put on hold in 2020, there's so much pent-up demand, most investors can't even fathom how good things are about to get.

We haven't even begun to see the pickup in travel and entertainment, Cramer said, and that's just the start.

There's a lot more to our recovery than just the cyclical stocks. Construction is also booming, which helped Otis (OTIS) to rocket 7%. We also saw a strong rally in American Express (AXP) up 4.1%, just as Cramer predicted last week, now that travel is resuming. Then there's AMC Entertainment (AMC) which rallied 13.1%.

The market even warmed up to Skyworks Solutions (SWKS), sending shares up 4.5% as investors realized what Cramer noted last week, the company's acquisition is a game changer.

All of this good news came just on Monday, and there's a lot more to come.

Source: The Street

https://www.thestreet.com/jim-cramer/cr ... _ven=YAHOO

[winston]

Jim Cramer: The Bears Are Fooling Themselves

The first and most obvious is the reopening of America.

The banks are viewed as opening trades as of late as the economy seems to inspire a belief that there will be economic activity that will require loans and that the Fed will be forced to take rates up eventually helping their bottom lines.

Then there are the relentless cycles that keep surfacing, cycles that carry whole industries with them eg. agriculture cycle steel cycle etc.

Amazing health care insurance bull market.

There's the revolutionary cycle that includes right now GameStop.

Then there's the consumer product and drug stock bull market that has much to do with the endlessly declining dollar that will buoy earnings no matter what they be.

The home building cycle, which was supposed to be over when the pandemic waned, hasn't played by the rules and keeps rocking.

Then there's the mall store cycle.

Finally there's another tech bull market that shows no signs of flagging: semiconductor capital equipment.

Source: The Street

https://realmoney.thestreet.com/jim-cra ... _ven=YAHOO

[winston]

Jim Cramer sees market opportunities, lays out 7 themes for the second half of 2021

by Tyler Clifford

Breadth is bad, Treasurys seem to be signaling some sort of slowdown with yields falling to ridiculously low levels.

1. ESG
2. Hybrid Work
3. Xi's new tone
4. $100 Crude Oil
5. Many over-priced deals
6. Rampant Ramsonware
7. Meme Stocks

Source: CNBC

https://www.cnbc.com/2021/07/07/jim-cra ... KW,4QZN8,1

[winston]

Jim Cramer’s 6 potential catalysts that could push stocks higher

by Kevin Stankiewicz

KEY POINTS

CNBC’s Jim Cramer broke down six “upside risks” that concern bearish stock market investors.

The “Mad Money” host said they include continued earnings strength, policy decisions in Washington and cash on the sidelines.

“Sure, there’s a lot to worry about if you’re bullish, but there’s a lot more to worry about if you’re bearish,” Cramer said.

1. Continuosly Strong Earnings
2. Feds Keeping Rates Low
3. Lots Of Cash On Sidelines
4. Meme Frenzy
5. Washington Policy
6. Hedge Funds

Source: CNBC

https://www.cnbc.com/2021/08/09/jim-cra ... KW,4SWDV,1

[winston]

Cramer: Tips to Follow When Navigating Tough Markets

It's easier to avoid investment distractions if you stay focused on what really matters.

by BRIAN O'CONNELL

Source: The Street

https://www.thestreet.com/investing/cra ... %2BMarkets

[winston]

The six reasons why Jim Cramer is concerned about the stock market in September

by Kevin Stankiewicz

1. Negative Pre-Announcements eg. supply chains issue
2. The Fed
3. Higher Rates
4. Congress
5. Fresh Supply of Stocks eg. SPACs, IPOs etc.
6. Geopolitical Worries

Source: CNBC

https://www.cnbc.com/2021/09/08/six-rea ... KW,4UMXC,1

[winston]

Jim Cramer says he sees few reasons to buy stocks right now and is staying cautious on the market

by Kevin Stankiewicz

KEY POINTS

CNBC’s Jim Cramer said Tuesday he was staying cautious on stocks, but stressed he’s not giving up on the bull market.

″“I’m not a bear. I’m neutral for the moment,” the “Mad Money” host said.

Big picture, Cramer said his hesitancy stems partly from the fact he’s not sure whether three major overhangs — rising inflation, the coronavirus delta variant and a change to Federal Reserve policy — have really been resolved in the near term.

As for when it may finally be time to buy, Cramer said he’ll be looking for moments when a stock does not decline on bad news and still does not fall the next day when that same bad news is highlighted by equity analysts.

“That does tell you the pain is over,” he said. However, we may have to wait until the second week of October, when the period of maximum seasonal pain ... is done,”

Source: CNBC

https://www.cnbc.com/2021/09/14/jim-cra ... KW,4UZXB,1

[winston]

Cramer: September is a Rough Month for Many Reasons

From supply chain shortages to big spending in Washington, Wall Street's historically toughest month has a number of additional factors at play this year.

by BRIAN O'CONNELL

Disappointing quarters owning to supply chain problems and inflationary raw material costs.

Then there’s the Fed’s position that inflation is transitory.

If you kill the stimulus package, then those on Wall Street who are depending upon it to prop up cyclical stocks will be disappointed.

Source: The Street

https://www.thestreet.com/investing/cra ... %2BReasons

[winston]

Markets Fell Faster Than Expected, Cramer Says - Here's When He Would Begin Buying

by DANIEL KUHN

We may be done Selling.

Source: The Street

https://www.thestreet.com/jim-cramer/ma ... n%2BBuying