저자: JimCramer · 외국인
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트럼프 재무장관 지명자 스콧 베선트 발표 후 증시 급등. 크레이머는 베선트를 신중한 인물로 평가하고 금리 하락이 경기 회복에 도움이 된다고 봄. 관세 정책에는 회의적이며 재정적자·성장 목표(3% GDP 성장, 일일 원유 300만 배럴 증산)는 현실성이 낮다고 지적. 시청자에게는 AI·소프트웨어 급등 종목 일부 익절을 권고.
다듬은 글
arer bit of o try to teach you so call me 18743 CBC tweet me call it the firmament not Wall Street but the firmament that's where Scott bessent the treasury secretary designate comes from so the fence sitters and Skeptics are jumping on the Trump bandwagon as if the president-elect said higher stock prices and lower taxes for all and that's how you get today's action with the Dow gting 440 points this is to an all-time high the S&P advancing 3% and the NASDAQ edging up 27% now we know there was going to be a quick burst of buy not when downald Trump won but when kamla Harris lost because despite the fact that the stock market did incredibly well under her boss Joe Biden their Administration was seen as a wild soaked the rich white house didn't matter that Harris tried to be more Pro business in her campaign didn't matter that her brother-in-law a huge campaign OFA was the General Council of uber when you're a former senator from California one of the most Progressive states in the nation Wall Street is not going to believe you're a friend of capital a fancy word for the money and interests this is no longer the Bill Clinton era for the Democratic party when I met with Clinton back then he was fascinated by the market he had some genuine knowledge but even more important he had intense thirst for how it worked these days the Democratic party at best has no thoughts about the stock market I often foret the word stock and Market when put together become an ugly epithet not worth uttering on the other hand president Trump was all about Neilon ratings when he was on The Apprentice and as president he repeatedly said the Dow Jones industrial average all-time high and the sp500 where his new Neel and ratings he likes being rated he likes to win he wants that stock market to go up to ratify his performance perance that's a big reason why the market exploded higher when he won but soon after the election we heard that the Euphoria was over you heard that right you heard the whole thing the mar was dead because W while Wall Street loves a republican Trifecta it doesn't love Trump's tariff proposals tffs are basically a selective sales tax for that only applies to Imports and the countries that get hit with them tend to retaliate very unpopular on Wall Street now enter Scott Besson he is a consensus candidate very different from the kind of guy we thought could get the job a measured former hedge fund manager who formerly worked for George Soros of all people that's is a he's a pure surprise he's the kind of pick you make if you're trying to be as reasonable and responsible as possible part of the modern firmament that stands for the money classes but also those who aspire to be a part of them what does bessin give you besides a good pedigree and sop to those who want things to be somewhat normal well he brings the 3 through3 policy that's bed from former Japanese prime minister a Shinzo Abbe someone who's been revered for putting the so in Japanese economy on firm footing back in 2010 it was called the three arrows play back there three arrows 333 how's it work we have an outof control budget deficit in this country something that should give us pause 1.8 trillion a loan in this fiscal year that end in September that's insane but not nearly as insane as the $36 trillion in national debt that we have run up with no obvious way to pay it down anyone who tried to put pen to paper during the Trump campaign figured that he'd take the already busted budget and bust it even worse if that was possible I know that the progressive wi of the democratic party in their postmortem dislike vice president Harris's pre uh how she presented herself as the serer person when it came to the budget because why Goldman Sachs said she was Goldman's the most liberal of the investment houses but in certain circles it's regard as a Bastion of right-wing repati Potters like from It's a Wonderful Life Trump on the other hand couldn't be bothered with anything involving the budget except to have our allies and enemies pay it down with tariffs even if that argument was absurd in the face but he doesn't care Trump's the self-described king of debt but Bess it will his plan to cut the deficit to 3% of gross domestic product by 2012 well it makes sense it's prudent Frugal even and it shows that Trump must be taking this stuff seriously or he wouldn't give this guy the job now there's two ways to make the national debt manageable you can inflate your way out of it viar Style viar bad or you can grow your way out of it that's where the second part of the three arrows comes in 3% GDP growth help the one by regulation it's a c loock story not too much inflation not too much deflation and enough growth that we can gradually shrink the deficit without having to implement trodan spending cuts are there really any uh that many restrictive regulations that make it so that things are slow in this country okay Goldilocks it was a fairy tale but there's a theory that says the financial system has been held back for ages by federal regulations that that imped growth now in reality it's mostly state and local regulations that imped growth but there's plenty that could be R back at the federal level I say that as a small business owner serial small business Creator not a journalist or whatever hell people think I do for living finally the third of three arrows produce an additional 3 million barrels of oil a day now this one's a pipeline dream I thought that myself first I don't I I don't know if it's really possible even if you opened up every acre of federal land which you won't be able to because there are laws protecting that land the most you could add right now is probably about a million barrels a day you need all sorts of new techn you get beyond that plus the oil industry would hate it the price of crude would fall through the floor if we added that much production because there's not that much demand that would lead to a self-fulfilling set of cutbacks that would then s the oil back probably to where it is now that's a roundt trip it does nothing for anybody so you might say I'm a skeptic about all the threes I do however like the Besson also held out that he doesn't favor jamming on huge tariffs all at once a phase roll it is much more my style it's certainly his too can there be a legit top to bottom line change in the efficiency of our government and the cost associated with it count me as a skeptic about any attempt to change the government including Elon Musk and Vic ramas Swami's Doge thing because every penny of spending in the budget has a constituency and when you add all those proposed cutbacks together you run a tremendous amount of opposition but that's not the point what matters is that this treasury secretary designate is a serious person not only like stepan before him and those who believe Trump couldn't get a dollop of rigor in the cabinet well they've been proven wrong don't take my word for take the bomb markets word for it we were all Fring about the tenure going to 4.5% just a few days ago and now we're cheering about a 4.28% yield as racing Plunge in the announcement of Bessie getting the job there really isn't anything else you may regard this as splitting hairs but when you're dealing with credit which is the largest market on Earth you see these numbers and you think happy days are indeed here again what switch from Just A Week Ago I'd like to say that every basis point counts and there are hundreds of basis points but when rates go low housing gets revived car loans get extended the parts of the economy that are ailing can recover bottom line that's what's being celebrated today all from one nomination then again for Wall Street and for the firmament of moneyed Interest sometimes it's really all that matters hey why don't we go to Matthew matthus Matthew hey it's Matthew's mom here's Matthew all right let me hear hey Jim thanks for taking my absolutely Chief what's up I was wondering how do you think Trump's Stern stance on tariffs and his goal for more balanced foreign trade policy will affect overseas companies such as Alibaba I've got Matthew who's also going to be my co-host and then he's going to take over the show Friday when I'm on vacation and Matthew's already got game he's got he's wealthy you you know I don't think that Trump can necessarily hurt anybody over there I will say this uh if he did get hard to then Ali Baba Talk would go down but Matthew why don't you handle that in what we call the B Block on Friday Jerry in Missouri Jerry hey Jim thanks for taking my call of course what's up Jer Jim this beaten down rle carard giant is staging a comeback and I'm glad to see some of my losses are finally being erased over the last three weeks it's up over 50% on no news this morning I sold an eighth of my position when it soared 16% from the open was I premature to start liquidating my position in her no you weren't this is what you have to do I am in favor of speculation what you have to do when you speculate is that when you have wins you have to take some off again I'm not against speculation I am not a scold 95% of the people on TV would hate the fact that you're even are long hurts not me I think it's great that you're in hurts but as long as you get a profit and take some of it then you're fine otherwise yes I too would join the nation of scolds when rates go down parts of the economy that we're ailing can recover sometimes that's all it takes to push the DAT or another record high including a appointment of someone that no one ever heard of two weeks ago or man I am running through a three-part series about signs of excess from across the tape like we just discussed with our friend Jer Missouri uh now I've got to tell you one thing though I'm also going to be diving the AI and software names with the big run up and and you better write them down because I want some profits taking in some of these but that's up to you if you're up big you need to take something off the table where do the f alternative energy and China based companies coming to this Market well I'm doing the same thing with those and then later on a closer look at some redot Trump trades after the go selection sweep and again I want you to do what I told Jerry to do or what he was doing by himself which is take some profits so they won't go away stay with kr
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