저자: JimCramer · 외국인
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결론: 지금은 투자하기 좋은 시기이며 2023년은 뜨거운 해가 될 것이라는 낙관론. 경기 신호: 항공 여행 회복 조짐, 은행의 현금 준비금 해제 기대, 유나이티드 항공 CEO 발언과 크루즈 업계 요금 인상 능력을 근거로 경기 회복을 강조. 재정 부양: 경기부양 수표(스티뮬러스) 지급으로 상당한 현금 유입 가능성 언급. 루시드(Lucid): 루시드 에어 주문 열풍을 언급하고 SPAC 상장 관계를 공개. 5억 달러 규모 자금으로 조립라인 3개를 건설할 수 있다고 설명하며 테슬라 다음이 될 수 있다는 기대 표명. 자동차 섹터: 니콜라 증자, 폭스바겐·포드의 반도체 부족 관련 코멘트를 언급. 금리: 모건스탠리는 연준 금리 인상이 2024년이 아닌 2023년 3분기 이전에 시작될 수 있다고 전망. 사이클은 뜨겁지만 짧을 수 있다는 관점 소개. 산업재: 캐터필러, 기어, 커민스 등 목표가 상향 사례를 들어 다수 기업의 호실적 강조. 조건/리스크: 명시적 가격 목표 없음. 금리 인상 시점 및 사이클 단축 가능성은 리스크 요인.
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jim uh our producer peter shacknow tells me today that if the dow can rise today that's eight straight gains uh we haven't done that since september of 2019. look this is a different time and you pick up the wall street journal what's the lead story air travel showing signs of turning quarter next banks eye cash reserves for profits back then the next housing boom is different than the next positive article about tesla another one china don't invest there i mean the money is coming here and i just think that when i hear that i know there'll be people who say wait a second that is a bad sign or they want to take the other side of the trade but i listened to scott kirby this morning in united air i listened to these upgrades of the of the cruise lines and how they're able to raise rates and david i come back and say you know what it's a good time to invest sorry i understand why you might think that it is a good time to invest given the potential avalanche by the way you didn't even mention of cash that may come in as a result at least of some of the checks that are going out right now not much of it but enough of it can make a difference as well it's going to square cash at buy hood cash at buy robin are trying to get extra money david there are people lining up to get into lucid air cars my car do you see that anybody see that on twitter i'm interviewing lucid and who sneaks in i wonder how long i wondered how long it would take for him to get upset about this 901 yeah we hit it quick yeah yesterday well it happens that i do have an existing relationship with the sponsor of the spac that took lucid public as you well know and he happened to be here mr klein and he called me and said come out and we have known each other a very long time i liked mine allison was there i i like michael klein until just now and then i did not know that oh my god and then i got in the car and i took some pictures what's the problem no problem no but i bring this up carl for a particular reason you do have a genuine excitement now we could say we have genuine excitement like we did in 1999.
we have january 7 about a company that has five billion dollars larger spec uh can build three assembly lines with that cash if things work out and this is different from 99. i keep people hearing people saying it's the same thing but you know what there are various fruit operators who are doing a lot of great things and peter rawlinson if you believe in uh in tesla maybe he is next tesla and if you're a a 20 year old kid watching our show who's going to get the stimulus check i bet you buy lucid over tesla which is churchill capital for it's going to happen yeah obviously it's it's yep there's a lot of headlines in in the auto sector which we'll get to later in the hour uh guys one of them is just the capital raise new stock offering over at nikola uh some comments from vw and ford jim about the chip shortage overall though this notion that the cycle in the words of morgan stanley this morning is going to run hotter but shorter than many exist a big thematic note out of morgan stanley today that basically argues fed hike rate hikes could come not in uh 24 as most uh think is going to happen but maybe as early as q3 of 23 and maybe sooner look i i'm watching some of the of the companies that where the earnings are being pulled through and you have to just look at these airlines and just make a sense that 2023 is going to be red-hot the the cruise ships 2023 they couldn't inflect in 2022.
i think that things are uh that the econ i like the cost and view the goldman view this is going to happen but we can sustain it i do think though uh and the utilities were doing uh well yesterday but i do think there's so much to like i mean david did you see all these price target races for caterpillar for gear for cummins right you know what those companies are doing terrifically too so we have a lot of companies doing very well
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