저자: JimCramer · 외국인
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시장 결론: 연준 지원과 소매판매 호조로 랠리 지속 기대, 단 실업·경기침체 부담은 존재. 연준 영향: 제롬 파월 발언으로 다우 1,862포인트 급락했으나 연준이 개별 회사채 매입 계획을 밝혀 반등. 연준이 기업 자금 지원을 확대해 파산 없이 생존 가능성이 커졌다고 진단. 소매판매: 5월 소매판매가 사상 최대 월간 증가(17%)를 기록. 연준의 완화 정책과 맞물려 회복에 지속력이 있다고 평가. 시장 전략: 연준 발언이나 시장 흐름에 맞서지 말라는 'don't fight the Fed/tape' 원칙 강조. 소형 자영업 등은 타격을 받지만 대형 상장사는 영향이 적어 상장주는 상승 가능하다고 판단. 코로나 치료: 덱사메타손 등 저렴한 스테로이드가 중증 환자 사망률을 낮춘다는 소식이 투자 심리에 긍정적으로 작용. 종목 언급: 클로락스(소독제 수요 증가로 상승), 유나이티드항공(클로락스와 제휴 언급), 애플(매수 추천 언급), 아이로봇(분기 실적 호조), McDonald's(영업 재개 관련 언급). 항공·크루즈주는 여전히 매수 대상으로 언급. 리스크: 실업률 급증, 중소기업 타격, 주가와 실물경기 괴리, 이번 주 급락 후 반등의 지속성 불확실성. 출연자 전망: 단기 상승 기대를 유지하되 변동성 존재를 인정.
다듬은 글
momen America I'll be bored be friends let's try educate teach put it in context so call me at 107 4 3 CBC or tweet me at Jim Kramer Lester's just Lester's the Dow Jones Industrial Average plummeted 1862 points after Fed chief Jay pal made some downbeat comments about the economy just as coronavirus cases were spiking in the south and the West today the Fed chief once again made it clear that the economy remains weak and we're seeing more gigantic coronavirus spikes in the south and west at this time the Dell surged 527 points hasn't been jumped 1.90% Matz that pole vault of 1.75 percent possible one day it goes down gigantically next time goes up there were two key differences first the feds planning to buy individual corporate bonds to insure the company stay afloat forget survival the fittest pass doing everything you can to limit the car's survival everybody second this morning we had the biggest monthly retail sales gain in history up 17 percent in May that sounds very vish in other words we have a super accommodative Fed at the same time that we're getting much better data which means the recovery has staying power it means that if something there - well almost broke oil company or restaurant chain wants to issue bonds the Fed will probably buy them now I know there are a lot of skeptics out there who find this whole thing this whole movement specious if not flat-out worsley fueled by clueless amateurs chasing momentum created by a slap-happy fed desperate to print via our Germany like money to avoid mass unemployment if you listen to the big-time hedge fund managers who come on our network well they often make it sound like it's the most dangerous market they've ever seen of course they said that about 10 percent ago and 80% ago but they said it the thing is those amateur momentum chasers they've been fortune and the Bears have kept you out of some incredible games late last week it looked like we might be having a reckoning but now the Bulls are sending it again so what that has really happened here more importantly where we headed okay if you want to understand this moment you actually need to look at stocks through the prism of one of my best teachers Marty swag I never met mr.
misters wife but I watched him on Fridays when he'd go home Louis Rukeyser Wall Street week and I hung on his every word I used to say oh set up other panelists let Marty talk of course I was only talking to the TV now I'm one TV he had an unparalleled talent for making sense of the stock market for the comic commoner for the beginner the newbie for me so I helped democratize this business by explaining the market's reaction to the Federal Reserve and investors collective reaction to the tape basically eat them what I try to do for you every night but I'm watt knows why but I am a devoted pupil what woods wife say about this moment I can practically hear his tentorium but low voice saying don't fight the tape don't fight the Fed yeah let me spell these two Commandments out in more detail first don't think the Fed means that the key you cannot bet against the Federal Reserve Chairman who's committed to getting the economy going and therefore the stock market going last week pal only give us the bad news fellas so he was throwing in the towel and the recovery like he'd done only Kenny's there's now he just had to wait and see ah ah Margo's no mood for that wait-and-see move and that's why we got crushed this time though pal goes all-in basically assures us there'll be no more back bankruptcies no bankruptcies that means no layoffs from otherwise healthy companies that are short on cash and can't raise money now everyone saves sadly small business can raise money that's huge in the Great Depression we were worried about the banks failing then they failed and things got much worse in the Great Recession we were worried about the banks failing and then they fail and things got worse Fed chief Ben Bernanke stepped up finally and said he wouldn't allow any more banks to collapse the thank him print money meeting they've got unlimited firepower they just had to decide to use this time pal didn't wait for everything to fall apart he moved aggressively to protect the banks now he's effectively backstopping the largest climbs - and that's great for the banks but for the clients that is don't fight the Fed what about swags second commandment don't fight the tape this one was so hard for me to understand I mean what I had like $10 she wanted me when I first heard us but what's the tape I mean like scotch tape my dad's old scotch tape anyway well no it's what's going on in the market because of the issues of the day right now there's a lot of green on that tape hey you can see it's actually underneath a lot you ever see if they think it says like you know 3m and you know a tray Thea yeah you get it right I mean I'll go down the floor and do it but this is a really nice suit anyway why does this happen because even though coke I could do it anyway I'll just get it cleaned all right I'm down here now with the tape you see me with the tape right okay because even though Cobie cases see it's right underneath me even though kovetz cases are spiking we got word that if doctors are using dexamethasone that's a pretty mild steroid that I take but I took for why I switched to another one then you dramatically lower the mortality rate for the worst get worse cases the people who mean breathing help off-the-shelf drug that costs almost nothing I know alright ok it was like a five buck copay job at Walgreens southern this virus a lot less deadly that certainly influenced the tape number the tape is what's underneath me here I'm caressing the tape okay I'm caressing and I'm making the tape feel even better than it did then we got that incredible where's the Clorox wipes I mean who knows what's down there anyway let me get that incredible retail sales number up 70% Clorox up 70% so even as the Fed is throwing gasoline on the king´s first that's a core ox product they're already red-hot and that's how you get a complication of money looking for a home and it finds itself on that tape that I just press so lovingly not like it's closed thank you all right they say you can't beat the army of buyers when they come in to love the tape you can't and see don't fight this thing down here now for the newbies who probably think that there really is a tape underneath because they know so little and are watching the Devi thing I'm buying all the crew stocks to see the royal in the debris they roll down today and the airline's heal digitally what's it they should be buying things like Apple I buy a percent buy one share was that the new fractional thing fly bobbles fly and I was on a buy recommendation that absolutely and I love the guy I love the guy Jim super super guy but it had nothing new it didn't matter and how about the hint of an infrastructure bill in a never plants i I've more on that later possibility that customers must be returning of previous and closed stores how else to get that amazing seventeen percent gain put it all together and you've got an honest sale be bullish tape there we go remember it's underneath me just in case you can't find it baby olia tape would take it all baby with Clorox which is the most deadly thing ever okay anyway that's why we love it see United Airlines teamed up with Clorox I'm flying united boy my arms are tired anyway it doesn't mean you always have to go with the flow alright it doesn't it doesn't mean you shouldn't make contrarian bets but when you get this kind of buy when you leave everything roars and you try to fight it you're fighting history or you're certainly fighting history when Adele went down eighteen hundred points last week and you didn't do some buy is it possible through the newbies understand this with their endless buying of the airline's the cruise ships no but it really ought to means something to the bearish hedge fund managers you spent months scaring people away from the stocks they fought this thing underneath me they fought it they probably got shadow on that's a never mind its wife sadly passed away before he could become one with CNBC and he would explain this all these people including those new people who keep buying little Caribbean I can't do it as well which is one reason why I'm so easily hectored made fun of another one is because I'm down with my brownie seat boy soup wiping the floor with cloth wipes but I don't what I know that's really sparked I know what I know there's more syllogism for you don't fight the Fed and don't fight this okay this thing is underneath me sure every now and then I don't think a break like they did last Thursday just remember that they come right back after this is their day off yeah you don't have to like it now I know most of you don't but the bottom line is that the Fed and the taper on the side of the Bulls not the Bears and yeah there's massive unemployment it's horrible the disease is horrible everything's horrible right it's just a horrible time but the pain of the recession happens to be distributed unequally it's hitting small medium-sized businesses it's in a minority business this is hitting service economy businesses it's hitting my barber my bakery and even my local watering hole which I happen to own but it's leaving most large enterprises unscathed and that's why publicly traded stocks can keep riding this wide wave so either surf or take your board and go home and most definitely do this every 35 seconds because that really makes life great all right let's go to Shaun in New York Shaun hey Jim a few weeks ago you had her Bjorn Hansen on the show of North American tankers and the stock isn't crashing since then what do you think about these oil tankers and all the money they peaked oil went up really big the trade occurred and now you got a move on it was a tree it worked fabulously and then it Pete and that's been the way of all shipping trades almost mr.
wolf ass flesh which is a decent book not a great book let's go to Jeanette in Maryland Jeanette hi Jim on the first-time caller and my husband and I are retired and living off dividend interest okay and would like to know your opinion on W PC Kerry well that's the first time in 16 years or 15 and a half that anyone has asked me about WPC Kerry you know it's a REIT sale-leaseback wheat and I hate to say it but I don't like them I know your first time or let's stick with the highest quality and stay away from most of the routes okay the reads a lot of the reads have a lot of trouble and it's hidden just we don't really know what they own I suggest Verizon all right let's go to Sam and Connecticut Sam how you doing today I'm having just a dynamite day how about you I'm doing great I wanted to get your insight on iRobot Corporation my quarter I can't I can't hold against doesn't that was a very very good quarter live rock robot did they delivered I got a handed to him I think there's something there alright guys listen to me this time I'm not gonna be smart I'm gonna wear the cheapest best at the end of 95 that I have just not they can 95 from China which I'm convinced of that work but I'm telling you don't fight the fit and don't fake this thing that's underneath me it's called the tape and these two things are on the side of the balls I made money tonight I'm sitting down Mathilde McDonald's flying off the company's back in business after reopens most of its locations following the Kobe nut you cut that that is it time to start selling some of the sleep your pandemic plays I'm going off the charts to find out and this can't be turning over a new leaf I'm gonna sit down with the CEO to find out what's ahead how many times did you do this a day how many times you do this letting me a brush your teeth you go like that sometimes I do that I wear them constantly I hate them [
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