저자: JimCramer · 외국인
요약 보기
1/16 CPI가 시장 예상(과열)보다 무난하게 나와 증시 급등(다우+573 수준, S&P +1.83%, 나스닥 +2.45%). 은행 실적과 경영진 낙관이 상승 동력. 바이든 행정부 반기업 규제(반도체 장비·바이오 장비 중국 수출 제한)는 비판. 금리 전망 논의보다 기업 실적에 집중하라고 조언. 나스닥·Cisco 등 개별 종목 언급은 있으나 향후 1~3개월 방향 예측은 명시적이지 않음.
다듬은 글
a special San Francisco edition of Mad Money welcome to kramerica I'll be with my friends I'm just trying to help you make some money my job is not just to entertain but to explain so call me at 1 1800 743 NBC or tweet me at Jim Kramer you get some positive earnings you get some good inflation numbers then suddenly you end up with a fantastic day for the Bulls D surging 73 points S&P jumping 1.83% the NASDAQ pole voting 2.45% lately there have been a lot of days where I have to come out here and explain how the hidden Boogeyman of the bomb Market crushed stocks other days I have to explain to you the concept of beat and raise how stocks don't go up just because companies beat the earnings estimates they have to raise their forecast too ah but then there are those rare days rare perfect days when it all comes together and we try to figure out why this can't happen all of the time so let's go over what really happened today and why stocks roared first for two months we heard that inflation's raging but when we got the consumer price index numbers this morning they were fine not perfect 3.2% corar inflation but there were so many people betting that the inflation numbers would be horrific leading to Rising bond yields falling stocks that it was almost a gimme when we got an inline inflation R you could see it coming when everyone's expecting an overheated number a basically inline one equals success as an aside no one doubts that inflation's too high 3.2% for core inflation is still about a point higher than we're willing to live with you could argue that inflation is decided this election normally when you get 4% unemployment the stock market had been there a move but the incumbent unbeat right but people really hate inflation it's what crushed Gerald Ford it's what crushed Jimmy car I don't want to talk politics but when I saw this morning's earnings and more important when I talk to the executives who run the institutions that reported today the banks there was a palpable sense of optimism about the future even among those who might know lean Democratic I heard a lot of horror stories today about how the Biden Administration so hardcore anti- business and that attitude won't miss it just today we got news of restrictions on high-end semi duners yes again again then another surprise to the industry that deserves better and we got restrictions on some Biotech equipment sold to China thank you I come back and say what the heck the clock is ticking people and you guys keep throwing incoherent monkey wrenches at business people who've tried hard to play by the rules which keep changing they've got less than a week left and they're still pulling this stuff I don't think there is anyone on TV that is tougher on China than I am but I'm not going to throttle our companies with lists of who can and who can't get large amounts of V semis we don't do that in this country we don't pick favorites and tell Jens Wong who is the CEO of Nvidia here are your countries you can do big businesses and here are the ones you can't just so wrong just palpably painful and totally off the reservation but given that this should be a day of celebration of the ownership of equities I want to take a moment to talk about all the obstacles you had to clear in order to get to this point where you could profit from owning stocks on a great day like this one first for months the whole conversation about this Market wasn't talking about stocks it was talking about dominated by the bomb Market in the FED but whenever you focus exclusively on the what we call macro you're presuming that CEOs are nothing but statues waiting to get hit getting torn to Under by powerful forces they can't control and that my friends is dead wrong as we saw from the banks today the Smart Ones can make a ton of money in this environment so I want to urge you not to focus on the FED head gas bags or the economists who prattle on endless about how many rate Cuts we might get this year not that is a total abstraction as long as the FED generally wants rates to go lower you're fine the details are not important it's easy to shoot your mouth off about this stuff but it doesn't necessarily help anyone making good investing decisions which is what we do a man money stop being scared by them they are not there to help you they are not there to help you make money second profits can make a lot of things work respect strong profits as they turn into higher stock prices third you may think that the market has thrived under Biden but much of that strength came from the Magnificent 7 and the real issues that perplexes the American people is how much more everything cost than it did four years ago if we can finally beat a roll back inflation then ordinary people will be as optimistic as the CEOs are now under President who likes to talk to CEOs to see what's going on hey say what you want about the president-elect Trump he's not afraid of a photo op with a farm or a tech or a fossil fuel CA no you don't mind CEO's come on in here let's go like this so put it all together and you can see that the optimism is indeed contagious I've been on so many Bank conference calls where they we've had positive earnings but they had a downbeat feel with the future didn't happen this time which is why you got some tremendous follow through in their stocks and that follow through may not be over remember this the people who chatter endlessly about interest rates they are not your friend they can shake anyone's confidence instead you got to keep your ey on the priz how Management's doing the profits that ringing up and the belief that you can spend money to make money if you were focused on anything else your money would have been withering in a CD today do you know there's really only a couple of great days like this one in any given period of time if you're scared out of the stock market if someone told you to get out now and you listen to them especially because of the FED I can't help you here's the bottom line all the big gains for the market happen on a handful of days around here this was one of those days and I sure hope you got a piece of it let's take calls let's go to Tyler in California Tyler Hey Big Boy from California how you doing Jim man you're down the box for me I'll be there in a snap what's happening uh speaking of snap what's your take on Snapchat with the looming um ban of Tik Tok coming wow I I sure didn't mean to mentioned snap in this in the same breath as snap uh you want to do there there are F there are so many more companies that are better prepared for this I'm telling you I wouldn't even go with meta and by the way he's jacked and he's got the guns and it's really terrific I watched that on the Rogan show so he's got every every box checked I say go with meta I want to speak to Cheryl in Louisiana Cheryl Jim hi I want to thank you and your staff for educating all of us about investing your lessons have helped me to become financially independent that's what I want that's why we do the show for 19 years thank you Cheryl I love it my question today is about Cera a stock that you like in the natural gas Arena it currently makes up about 10% of my portfolio last week on squawkbox you said you think that Nat gas will go down to about $2 this year but currently Cera is doing well with Matt gas at approximately $4 how do you reconcile that and what is your recommendation should I hold or trim my yeah you got to hold c big big big big big big position for portfolio for the travel why I just said it could go down is because there could be a lot of people who drill and it's going to be a very helpful regime to Fossil so it might drive the price down but you're right it's making a ton of money right now and it's hit a 52 we High look most of the markets game come from a handful of days and today was one of those days I hope you were able to take part in it oh money tonight I'm rounding out my time on the west coast with another slate of exclusives you do not want to miss from utilities to Tech I'm checking in with cosos of Cisco arm holies and pg& plus I'm hearing from the new mayor of San Francisco Daniel Lori so I want you to stay with bye bye bye
Comments 0