Jim Cramer talks last Monday's sell-off and why it didn't stick
Summary
TLDR「MAD MONEY」では、投資家ジム・クレマーが市場の動向を分析。過去2週間の市場の混乱を振り返り、その原因は市場メカニクスであり基本的な業績とは無関係だと結論づける。また、AT&TやT-MOBILEの株式についてコメントし、NUCORの株価が下落しても売らないようアドバイス。さらに、インフレ削減法の2年目におけるヤコブズエンジニアリングの業績や、ウォルマートの好調な業績と今後の展望について触れる。
Takeaways
- 📈 「MAD MONEY」は投資家のための平等な場を作り出し、どこかで常にブルマーケットがあると約束します。
- 🎓 ジム・クレーマーの使命は、視聴者を教育し、彼らにお金を稼がせることです。
- 📊 市場が急激に上昇した後、過去の市場の混乱を振り返り、必要な視点を得る価値があると述べています。
- 😱 市場が大幅に下落する時には、多くの投資家が売り出すことになり、その多くは誤った理由に基づいています。
- 💡 市場の混乱は、多くの場合、市場メカニクスに起因しており、基本的な分析とは無関係です。
- 🗨️ クレーマーは、市場が急落した際には、売り手が強制的に売り出し、買い手が不足しているという2つの要素があると指摘しています。
- 📉 市場の急落は、多くの投資家が「売る、売る、売る」という声に従い、高品質の株を安価に購入する絶好の機会を逃してしまうことを示しています。
- 🤔 市場が混乱する際には、売り手の動機を理解し、それが持続的な問題であるかどうかを検証することが重要です。
- 📊 クレーマーは、市場が急落した際には、多くの投資家が誤った理由で売り出し、その多くは後で明らかに非常に薄弱な理由であることが多いです。
- 💼 ウォーレン・バフェットが銀行やAppleなどの株を売り、市場に大きな影響を与えたが、その動機は単なる利益確定だった可能性があると述べています。
- 📝 クレーマーは、Earnings Season中に多くの会社が予想を上回る結果を出すことはなく、そのため市場が引き上げられなかったと指摘しています。
Q & A
「マッドマネー」とはどのような番組ですか?
-「マッドマネー」は、ジム・クレーマーがホストを務め、投資家のための財務番組で、彼らにお金を稼ぐ方法を提供することを目的としています。
ジム・クレーマーが「マッドマネー」で何を提供していますか?
-ジム・クレーマーは「マッドマネー」で娯楽だけでなく、投資家を教育し、彼らに教育することを通じて、お金を稼ぐ方法を提供しています。
最近の株式市場の動向について教えてください。
-最近の株式市場では、ダウ平均が555ポイント上昇し、S&Pは1.61%、ナスダックは2.34%上昇しました。
2週間前の市場の混乱はなぜ起こりましたか?
-2週間前の市場の混乱は、市場メカニズムに起因するものであり、基本的な経済指標とは直接関係していませんでした。
「円キャリートレード」とは何を意味していますか?
-「円キャリートレード」とは、日本の低い金利率を利用して、他の通貨に換金して投資する戦略を指しています。
ウォーレン・バフェットが銀行やアップルの株式を売却した理由は何ですか?
-ウォーレン・バフェットが銀行やアップルの株式を売却した理由は、彼自身の投資戦略に基づくものであり、市場の混乱を引き金とするものではありませんでした。
最近のEarnings Seasonではどの企業が好調でしたか?
-最近のEarnings Seasonでは、ServiceNowやMeta Platforms、Eli Lillyなどが販売や利益、予測を上回っており、特に好調でした。
AT&Tの株式を保有している場合、今後どのように対応すべきですか?
-AT&Tの株式を保有している場合、より良い投資機会があるため、売却することを検討すべきです。
ヌカール(NUCOR)の株式を保有している場合、今後どのように対応すべきですか?
-ヌカールの株式を保有している場合、市場のサイクルに関連するため、売却するのではなく、保有を続けることが推奨されます。
ジム・クレーマーはなぜ「マッドマネー」で株式市場の分析を行うのですか?
-ジム・クレーマーは「マッドマネー」で株式市場の分析を行うことで、投資家に情報を提供し、彼らがより良い投資判断を下す手助けをすることを目的としています。
「マッドマネー」で提供される情報はどのようにして得られているのですか?
-「マッドマネー」で提供される情報は、株式市場のリアルタイムの動向や、ウォール・ストリート・ジャーナルなどの信頼できる情報源から得られているとされています。
Outlines
📈 マーケットの動向と投資の戦略
ジム・クレーマーは「MAD MONEY」で投資家向けに市場の分析とアドバイスを提供しています。彼は市場のメカニズムを理解し、どこかにもあるブルマーケットを見つける手助けをしてくれることが使命です。最近の市場の急激な上昇について触れ、その背後にある理由を分析。また、投資家が市場の底をつかむための障害についても議論しており、2週間前に起こった市場の混乱を振り返り、その原因とその後の動向に焦点を当てています。
📉 市場の混乱とその影響
2週間前の市場の混乱が引き金となった出来事とその後の市場の反応について詳細に説明しています。円キャリートレードの崩壊や、ウォーレン・バフェットが銀行やアップルの株を売却したことが市場に与えた影響について触れています。また、これらの出来事がどのように市場に影響を与え、投資家がこれらの状況にどう対応すべきかについて分析しています。さらに、売値の根拠が弱く、実際の経済状況とは関係ない市場の動向にも触れています。
🏭 企業の業績と投資の機会
最近のEarnings Seasonを振り返り、業績が良い企業とそれ以外を比較分析しています。特に、Service NowやMeta Platforms、Eli Lilly、Hal、Parker Hannifin、Eaton、Uberなどが業績を上回っており、これらの企業がAI技術を活用して成長していることを強調しています。一方で、Walmartの業績も良いが、投資の機会は過ぎた可能性があると述べています。最後に、市場のメカニズムに起因する売値が起こった2週間前の出来事を振り返り、投資家が市場の動向を理解し、投資の機会を見逃さないようにアドバイスしています。
Mindmap
Keywords
💡バリュー株
💡売り圧力
💡キャリートレード
💡ウォール・ストリート・ジャーナル
💡ウォーレン・バフェット
💡AI
💡利上げ
💡日本の経済危機
💡リセッション
💡インフレーション削減法
Highlights
Jim Cramer's mission is to make money for investors and level the playing field.
The importance of finding a bull market and the role of Mad Money in guiding investors.
The unexpected market rally that started ten days ago and its significance.
The challenges of catching a tradable bottom in the stock market.
The market's reaction to the yen carry trade breakup and its impact on stock prices.
Warren Buffett's sale of Bank of America and Apple stocks and its influence on market sentiment.
The misunderstanding of the yen carry trade and its actual effect on the market.
The role of earnings season in shaping investor decisions and market movements.
The standout performance of ServiceNow and Meta Platforms in earnings reports.
Eli Lilly's strong earnings and its potential as an investment opportunity.
The underperformance of certain industrial stocks and their potential for recovery.
Uber's impressive quarter indicating ongoing consumer activity.
The market mechanics behind the recent sell-off and its lack of fundamental basis.
The advice against selling Nucor stock despite its cyclical nature and potential for recovery.
Walmart's earnings beat and its implications for consumer health and retail sector.
The potential of an under-the-radar housing play and its significance for investors.
The importance of recognizing market mechanics over fear-based selling in investment decisions.
Transcripts
"MAD MONEY" WITH JIM CRAMER
STARTS RIGHT NOW
ANYWHERE, "MAD MONEY" WITH JIM
CRAMER STARTS RIGHT,000.
>>> MY MISSION IS SIMPLE
TO MAKE YOU MONEY.
I'M HERE TO LEVEL THE PLAYING
FIELD FOR ALL INVESTORS.
THERE'S ALWAYS A BULL MARKET
SOMEWHERE AND I PROMISE TO HELP
YOU FIND IT.
"MAD MONEY" STARTS NOW
>>> HEY, I'M CRAMER!
WELCOME TO "MAD MONEY.
WELCOME TO CRAMERICA
OTHER PEOPLE WANT TO MAKE
FRIENDS.
I'M JUST TRYING TO MAKE YOU SOME
MONEY.
MY JOB IS NOT JUST TO ENTERTAIN
YOU BUT TO EDUCATE AND TEACH
YOU.
SO CALL ME AT 1-800-743-CNBC
TWEET ME @JIM CRAMER
LOOK, YOU CAN'T BLAME ANYONE FOR
MISSING THIS SPECTACULAR
RALLY --
♪ HALLELUJAH ♪
THAT STARTED TEN DAYS AGO.
>> THAT WAS EASY
>> THEY KNOW NOTHING
>> IT TOOK US ALL BY SURPRISE.
MOST EVERYBODY
BUT AFTER A DAY LIKE TODAY WHEN
THE DOW GAINED 555 POINTS, S&P
JUMPED 1.61% AND THE NASDAQ
SCORCHED 2.34% HIGHER --
♪ HALLELUJAH ♪
IT'S WORTH THINKING BACK TO WHAT
HAPPENED IN THE MONDAY MELTDOWN
TWO WEEKS AGO JUST TO GET A
LITTLE MUCH-NEEDED PERSPECTIVE
I DON'T WANT TO JUST REHASH THE
TURN
YOU DON'T NEED THIS WEATHERMAN
TO KNOW WHICH WAY THE WIND
BLOWS.
INSTEAD HERE'S WHAT I WANT TO
DO
I WANT TO TALK TO YOU ABOUT THE
OBSTACLES TO CATCHING A TRADABLE
BOTTOM BECAUSE THEY ARE
INCREDIBLY POWERFUL.
AT THE LOWS TWO WEEKS AGO
EVERYBODY WANTED TO --
>> SELL SELL SELL SELL SELL!
>> NOT --
>> BUY BUY BUY BUY BUY
>> EVEN THOUGH IN RETROSPECT IT
WAS A TREMENDOUS OPPORTUNITY TO
PURCHASE SOME HIGH-QUALITY
STOCKS AT BARGAIN BASEMENT
PRICES
THAT ALL STARTS WITH THE INITIAL
DECLINE.
ON THAT MONDAY WE SAW THE DOW
FALL 2.6%, S&P LOSE 3 AND THE
NASDAQ NOSE DIVE 3.43%
IT WAS A HORRIBLE DISPIRITING
SESSION.
WHY DID IT HAPPEN?
THE EXPLANATION WAS VERY
MYSTERIOUS
WE WERE TOLD THAT THE YEN CARRY
TRADE BROKE UP AND APPARENTLY
THAT'S A MASSIVE AND LASTING
PROBLEM, RIGHT
SOMETIMES JUST TO SEE HOW BAD IT
IS IT PAYS TO LOOK AT THE NEXT
DAY'S SUMMARY IN THE "WALL
STREET JOURNAL" BECAUSE IT'S THE
MOST AUTHORITATIVE REAL-TIME
ACCOUNT OF ALL THE PAIN AND FEAR
PEOPLE EXPERIENCE.
UNDER THE HEADLINE, AND I QUOTE,
UNRAVELING TRADES FUEL MARKET
ROUT WE READ, QUOTE, THE
UNWINDING OF SOME OF WALL
STREET'S MOST POPULAR TRADES
INTENSIFIED MONDAY, SENDING
JAPANESE STOCKS TO THEIR WORST
DAY SINCE THE 1987 MARKET CRASH.
AND WALLOPING U.S. TECHNOLOGY
SHARES
FOR THE VAST MAJORITY OF HOME
GAMERS, AND A GOODLY NUMBER OF
PROFESSIONALS, THIS EXCUSE
SOUNDED OMINOUS.
POPULAR TRADE.
MUST HAVE BEEN HUNDREDS OF MONEY
MANAGERS INVOLVED.
A MENTION OF THE DEVASTATING '87
CRASH WHERE JAPAN'S MELTDOWN
HERALDED OUR OWN HORRIFIC
COLLAPSE
WHEN THEY SAY TECH WAS THE
FOCUS, DOESN'T THAT MEAN THE
MAGNIFICENT SEVEN ARE DONE
AGAIN?
SOMEHOW THEY MUST RELATE TO THIS
MYSTERIOUS YEN CARRY THING THAT
HELPED SEND THE NIKKEI DOWN AN
ASTOUNDING 12% THAT DAY.
MANY THOUGHT THERE WOULD BE SOME
INEVITABLE CONTAGION
ON TOP OF THAT WE DISCOVERED
THAT THE SMARTEST INVESTOR IN
THE WORLD, WARREN BUFFETT, WAS
SELLING TENS OF BILLIONS OF
DOLLARS WORTH OF STOCKS
INCLUDING A LOT OF BANK OF
AMERICA, A LONG-TIME HOLDING,
AND APPLE, A STOCK HE SAID HE
WANTED TO HOLD ON TO
SO WE HAD THE BEST OF THE BEST
INVESTORS LIGHTENING UP WHILE
THE AVERAGES COLLAPSED
IT MADE YOU FEEL LIKE AN IDIOT
FOR BUYING STOCKS OR EVEN OWNING
THEM
IF BUFFETT'S BLOWING OUT A BANK
OF AMERICA, DIDN'T YOU HAVE TO
SELL THE BANKS
EVEN THOUGH BANK OF AMERICA HAD
THE BEST QUARTER OF THE MAJORS
RIGHT?
IF HE'S SELLING APPLE,
SOMETHING'S WRONG, I MEAN, HE
KNOWS EVERYTHING
SO WHY NOT SHOOT THE STOCK FIRST
AND ASK QUESTIONS LATER?
IT'S ONLY NATURAL, RIGHT
THE YEN CARRY TRADE IMPLOSION
BUFFETT BLOWOUT, YOU KNOW WHAT
THAT IS?
A ONE-TWO PUNCH.
BUT IF WE PARSE THESE NEGATIVES
WE DISCOVER SOMETHING THAT IS SO
DIFFERENT THAT IT'S ALMOST
EMBARRASSING
IN THE END THESE TURNED OUT TO
BE INCREDIBLY FLIMSY REASONS TO
SELL
ALIBIS FOR DUMPING STOCKS SOUND
VERY CONVINCING WHEN THE
AVERAGES ARE GETTING CRUSHED,
DON'T THEY
BUT YOU NEED TO PUT THEM TO THE
TEST OR ELSE THEY'LL LEAD YOU IN
THE WRONG DIRECTION THEY OFTEN
DO
FOR EXAMPLE, THE CARRY TRADE
ALL RIGHT.
CARRY TRADE.
THAT'S GENUINE WALL STREET
GIBBERISH FOR BORROWING MONEY.
THE FUND MANAGERS WHO WERE
BORROWING MONEY WERE BORROWING
IT IN YEN BECAUSE JAPAN HAD SOME
OF THE LOWEST INTEREST RATES IN
THE WORLD.
BUT WHEN THE BANK OF JAPAN
RAISED INTEREST RATES A COUPLE
TIMES THE YEN SPIKED AND THE
COST OF BORROWING MONEY IN JAPAN
SOARED
JUST THINK OF IT LIKE THIS, THEY
HAVE NOT ADJUSTABLE RATE
MORTGAGE THEY TAKE IT DOWN TO
3%, IT GOES HIGHER JUST LIKE
THAT
MAYBE TO THE POINT YOU CAN'T
AFFORD THE HOUSE ANYMORE
IN SHORT THE INSTITUTIONS
BORROWING YEN AND THERE WEREN'T
THAT MANY IT WASN'T HUNDREDS,
THE ONES BORROWING YEN SUDDENLY
HAD TO RAISE MONEY IMMEDIATELY
WHICH IS WHY THEY SOLD
PRACTICALLY EVERY STOCK UNDER
THE SUN INCLUDING OUR GREAT
STOCKS
YES, IT WAS A POPULAR TRADE,
WHICH MEANT A LOT OF FORCED
SELLERS.
THAT WAS A HUGE PART OF WHY THE
MARKET GOT CRUSHED
TOO MANY COMPLACENT PORTFOLIO
MANAGERS BORROWED TOO MUCH
MONEY, THOUGHT THEY WERE REALLY
SMART, THEY TURNED OUT TO BE
DUMB, THEY'RE HIDING RIGHT NOW
WE WON'T KNOW WHO THEY ARE OR I
WOULD PUT EVERY SINGLE ONE OF
THEM ON THE WALL OF SHAME RIGHT
BEHIND ME.
PRETTY SIMPLE.
MORE IMPORTANTLY NEVER A
LONG-LASTING PROBLEM
IT WAS A ONE-OFF
EVEN THOUGH THE PAPERS MADE IT
SOUND LIKE IT WAS GOING TO BE
WITH US FOREVER.
THE OTHER PILLAR OF PAIN WARREN
BUFFETT SELLING BANK OF AMERICA
AND APPLE?
BUFFETT'S THE BEST
HE'S THE BEST THERE IS
SOME PEOPLE LOOKING AT HIS MOVES
AND END UP EXTRAPOLATING TO THE
POINT OF ABSURDITY
AND THAT'S WHY THEY DUMPED THE
BANKS.
IT'S WHY THEY DUMPED APPLE
WE HEARD IT WAS BASED ON APPLE'S
SUPPOSEDLY WEAKER CHINESE SALES
BUT CEO TIM COOK TOLD ME THE
SALES WERE SURPRISINGLY STRONG
AND DETAILED WHY THAT WAS.
FOR THE REST OF THE WEEK UNTIL
WE GOT A POSITIVE JOBLESS CLAIMS
NUMBER THURSDAY MORNING WE
LABORED UNDER THE DELUSION THAT
OUR ECONOMY WAS HEADED FOR A
RECESSION.
WORLDWIDE RECESSION ALL BECAUSE
OF JAPAN
AND THE SAFEST THING TO DO WAS
TO SELL.
IT DIDN'T MATTER THAT JAPAN ONLY
BOUNCED BACK 10% THE NEXT DAY.
WHAT MATTERS WAS THE SMART MONEY
WAS GETTING OUT OF THE WHOLE
ASSET CLASS AND WE FELT LIKE
DOPES HANGING ON
IN REALITY IT WAS THE DUMB MONEY
THAT WAS GETTING OUT
IN PART BECAUSE WARREN BUFFETT
OR ONE OF HIS ASSISTS F SICHBTS
MADE US NERVOUS.
OF COURSE WE KNEW NOTHING ABOUT
WHY HE SOLD.
MAYBE HE WAS JUST RINGING THE
REGISTER
NOBODY CARED
IT JUST MADE EVERYTHING MORE
FRAUGHT, MORE FEARFUL.
AND OF COURSE JAPAN, WHO KNOWS
THERE WAS ABSOLUTELY NO
CONTAGION.
NOW LET'S TAKE A STEP BACK
THERE ARE TWO PARTS TO EVERY
SELL-OFF
THE AVERAGES GET CRUSHED WHEN
YOU HAVE A WAVE OF SELLERS LIKE
THESE KNUCKLEHEADS WITH THE YEN
MONEY.
AND THEN THE OTHER PART OF IT IS
A LACK OF REAL BUYERS.
WE KNEW WHO THE SELLERS WERE,
THESE TROUBLED MONEY MANAGERS
AND WE THOUGHT WE KNEW THEIR
MOTIVATIONS.
BUT IF YOU WANTED TO DO
SOMETHING, IF YOU WANTED TO BUY,
YOU RAN INTO A REAL PROBLEM.
IT IS EARNINGS SEASON AND IT'S A
BIG ONE.
AND WHILE MIGHT HEAR IT'S GOING
WELL WE ACTUALLY LACK A SERIES
OF BIG BEAT AND RAISE QUARTERS
WE'VE GOT A LOT OF UP SIDE
SURPRISES WHERE MANAGEMENT LEFT
THEIR FULL-YEAR FORECAST
UNCHANGED.
WHICH IS BASICALLY AN IMPLICIT
GUIDE DOWN
SO VERY FEW STOCKS SEEM LIKE
ENTICING BUYS AT THAT MOMENT
EVEN THOUGH THE SELLING TURNED
OUT TO BE BASED ON PRETTY MUCH
NOTHING, HARDLY ANYTHING LOOKED
LIKE IT WAS POUNCEABLE, SO TO
SPEAK.
LIKE YOU WANTED TO BUY IT ON THE
DIP.
WHEN I SCAN THE EARNINGS REPORT
FROM THE SEASON, FEW COMPANIES
ACTUALLY BEAT AND RAISED
LET ME TICK THEM DOWN FOR
IMPACT, WRITE THEM DOWN.
FIRST WE HAD TWO TECH COMPANIES,
THAT'S RIGHT, ONLY TWO THAT GAVE
YOU FANTASTIC SALES, EARNINGS
AND FORECASTS.
THAT'S THE MAGIC TROIKA THAT
MAKES PEOPLE FEEL COMFORTABLE
BUYING EVEN THOUGH -- THOSE TWO
WERE SERVICE NOW AND MARK
ZUCKERBERG'S META PLATFORMS.
THEY BOTH BLEW AWAY THE NUMBERS
AND GAVE YOU SUPER FORECASTS
INTERESTINGLY ENOUGH BOTH
COMPANIES ARE USING AI POWERED
BY THE LATEST AND GREATEST OF
NVIDIA'S CHIPS
MATT IN PARTICULAR TOLD ABOUT
HOW IT CAN USE AI TO DESIGN
PROGRAMS THAT FRANTZ WITH A
GREAT RETURN ON INVESTMENT FOR
ADVERTISERS.
THAT'S A UNBEATABLE COMBO.
ONE DRUG COMPANY ELI LILLY GAVE
YOU THE BEST RAISE AND BEAT
QUARTER OF THE ENTIRE SEASON AND
THAT'S THANKS TO THE GLP-1
WEIGHT LOSS DRUG
COCA-COLA WORTH OWNING
AEROSPACE.
HAL MET.
IT'S A COMPANY THAT DESIGNS
SCREWS
FASCINATORS THEY CALL THEM FOR
PLANES
TWO SIMPLE INDUSTRIALS MADE THE
CUT.
PARKER HANIFIN, VERY NICE.
AND EATON TROUNCED THE NUMBERS
BY DOING PROSAIC THINGS.
THE KIND OF THINGS INDUSTRIALS
DO
AND UBER DELIVERED AN INCREDIBLE
QUARTER SHOWING PEOPLE ARE STILL
GOING PLACES AND DOING THINGS.
THAT'S IT, THOUGH.
AND WE CAN THROW IN WALMART NOW
BUT IT'S REALLY TOO LATE
THE BUYING OPPORTUNITY'S
PROBABLY OVER.
THE BOTTOM LINE ON THIS
INCREDIBLY IMPORTANT STORY THAT
OCCURRED OVER THE LAST TWO
WEEKS, IN WILL BE OTHER BUYING
OPPORTUNITIES IN THE FUTURE,
OTHER CRAZY SELL-OFFS, BUT LET'S
REMEMBER THAT VERY OFTEN THESE
MARKET MELTDOWNS ARE DRIVEN BY
NOTHING.
WHAT HAPPENED TWO WEEKS AGO WAS
PURE MARKET MECHANICS.
NOTHING TO DO WITH THE
FUNDAMENTALS
SO KEEP THAT POSSIBILITY IN MIND
THE NEXT TIME THE AVERAGES GET
CLUBBED.
IT MIGHT BE THE OPPORTUNITY
YOU'VE BEEN LOOKING FOR TO DO
SOME BUYING.
>> BUY BUY BUY BUY BUY BUY BUY
>> WHY DON'T WE START THE CALLS
WITH PETER IN FLORIDA, PLEASE?
PETER.
>> Caller: HI, JIM
PETER IN FLORIDA
ONE QUESTION IF I MAY.
>> SURE.
>> Caller: AT&T.
LET IT GO OR SHOULD I STAY
>> LET IT GO
THERE'S A LOT OF BETTER
OPPORTUNITIES INCLUDING, BY THE
WAY, T-MOBILE, WHICH IS REALLY A
HORSE.
WHY DON'T WE GO TO GREG IN
TENNESSEE WHILE WE'RE AT IT?
GREG
>> Caller: GOOD DAY, MR. CRAMER.
IT'S A PLEASURE TO TALK TO YOU
>> RIGHT BACK AT YOU
>> Caller: ABOUT SEVEN MONTHS
AGO I BOUGHT A STOCK IN WHAT I
THOUGHT WAS A SOLID AND
CONSISTENTLY PROFITABLE COMPANY,
AND IT'S BEEN TERRIBLE
IT FEELS LIKE I'VE GOT ANOTHER
INTEL ON MY HANDS AND I'M DOWN
ABOUT 25%.
DO YOU THINK IT'S TIME TO SELL
TO CUT MY LOSSES OR HANG ON TO
NUCOR?
>> OH, NO, DON'T SELL NUCOR.
OKAY, NUCOR IS IN THE END A
CYCLICAL COMPANY
WE SOMETIMES WANT THESE BIG
STEEL COMPANIES TO BE SOMETHING
OTHER THAN WHAT THEY CAN BE.
IN THE END THEY ARE STILL TIED
INTO THE EARNINGS CYCLE.
THEY'RE STILL TIED INTO ANY
DOWNTURN
BUT WHEN THE FED STARTS CUTTING
RATES THE FIRST STOCK PEOPLE ARE
GOING TO REACH FOR INCLUDING ME
FOR MY CHARITABLE TRUST WILL BE
NUCOR.
SO PLEASE DO NOT SELL THE STOCK.
LOOK, YOU HAVE TO REMEMBER THAT
VERY OFTEN THE MARKET MELTDOWNS
WE GET ARE CAUSED BY NOTHING
WHAT HAPPENED TWO WEEKS AGO WAS
PURELY MARKET MECHANICS.
ALL THE STORIES WERE WRONG
SO KEEP THAT IN MIND THE NEXT
TIME WE GET A SELL-OFF
IT'S OFTEN BASED ON NOTHING.
ON "MAD MONEY" TONIGHT, TWO
YEARS SINCE THE IMPLEMENTATION
OF THE INFLATION REDUCTION ACT
HOW IS JACOBS ENGINEERING
FARING
I'LL TALK TO THE CEO AFTER
EARNINGS
THEN WALMART BEAT ON THE TOP
ANDMENT BO LINE AND HIKED ITS
FULL YEAR GUIDANCE CITING
HEALTHY CONSUMERS.
COULD IT BE A SIGN OF THINGS TO
COME
I'M GETTING INTO THE RETAIL
DETAILS.
BUT AN UNDER THE RADAR HOUSING
PLAY THAT YOU TOLD ME ABOUT.
AND MAYBE IT WILL BE KWWORTH
BUYING, MAYBE NOT.
I'M TURNING IN THE HOMEWORK.
SO STAY WITH CRAMER!
>> Announcer: DON'T MISS A
SECOND OF "MAD MONEY."
FOLLOW @JIMCRAMER ON X
HAVE A QUESTION?
TWEET CRAMER
HASHTAG MADMENTIONS.
SEND JIM AN E-MAIL TO
OR GIVE US A CALL
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