저자: JimCramer—제목·설명기준,발언출연자는자막상JimCramer인용 · 외국인
요약 보기
결론: 영상은 2018년 2월 6일 급락 직후 Jim Cramer의 '시장은 기계에 의해 조작된다' 발언을 비판하며, 단기 추가 하락 가능성은 낮고 변동성은 기계 매매 탓이라는 해설이다. [Cramer 발언 - 2018년 2월 5일 오후] 다우가 약 1600포인트 급락한 장을 '플래시 크래시'로 규정하고 시장이 '가짜(phony)'이며 기계가 주문을 쏟아낸다고 주장. 발언 중 600포인트 하락은 '가짜'라는 표현 사용. [Cramer 발언 - 2018년 2월 6일 아침] 금리(10년물) 하락, 웰스파고 등 은행주 가치가 과대평가 해소됐다고 언급하며 일부 종목은 저평가 상태라고 설명. [금리·VIX] VIX가 30 이상(당시 약 33~42)으로 치솟았고, 2015년 8월 급락 사례와 비교해 추가 조정 가능성을 시사. 다만 추가 하락 여부를 확신하지 않음. [기계·알고리즘 매매] Cramer는 주문이 기계로 인해 체결 속도가 빨라 투자자가 대응하기 어렵다고 설명. 1987년 포트폴리오 보험 사례도 언급. [시장 전망 - 해설자] 해설자는 암호화폐 시장이 단기 약세지만 주말 전후 반등 가능성을 언급하고, 급락 이후 '이미 조정은 끝났다'고 봄. 또한 급락이 의도적 조작일 수 있다고 주장. [출연자 전망 정리] Cramer는 금리 하락·은행주 저평가를 근거로 일부 저가 매수 기회를 언급했으나 구체적 목표가는 제시하지 않음. 해설자 개인은 낙관적이나 확정 예측은 아님. [리스크] 변동성 지속, 알고리즘 매매 리스크, 조작 가능성 등 불확실성이 큼.
다듬은 글
hey guys how's it going welcome to a very special episode of today's vlog so anyway today's February 6 2018 alright the day after Black Monday or whatever ok so today's gonna be a little bit of an easier episode for me let's just say that someone's gonna someone I was gonna do the work for me I don't know if you guys are familiar with Jim Cramer you know the guy from Mad Money if you're not you won't be within a few seconds well yesterday evil he came out with a few choice words about what's going on and then I tuned in today the markets are reversed or at least on their way you know back to you know normal and he had another few choice words and I just thought all this was very interesting there's a lot of people talking a lot of talking heads in this space you know and the time about the fake news worlds you know media you know I'm trying to talk about this and I just find it I just found it hilarious I find the whole [ __ ] thing like wow so without further ado I'm just gonna show you what he said yesterday afternoon and then I'm gonna show you again what he said this morning and I'll leave it there and we'll go from there all right guys and I'll be color commentary area so I'm gonna see if we can make this a little funny all right so about further ado let's let's watch a stock market it feels like a Pats crash you're like a flash crash it's a patch crash Patriots crash should be there was like a yellow helmet on your grog he dropped it and you lose 1600 points 600 points now let me understand the way has 600 points are about as phony as they come you're a phony I mean even if you wanted to try to buy something you wouldn't be able to you could put a bid in now if we hit that level again I think people gonna say wait a second down 4 or 5 percent let's start looking I'm gonna listen to the guests there's a lot of stuff that has actually gotten interesting that was an interesting on Thursday markets do get cheaper 'z they go down our issues obviously but yeah we talk endlessly about how the tenure the interest rates went up well what can we look at them for a second they're going down we talk constantly about how the markets overvalued it may have been overvalued on Wednesday but there's things now that are not overvalued we have a situation like Wells Fargo that's so powerful it can pull every bank stock down and by the way it is amazing at the federal reserve base they woke up and said hey you know the second-largest been the largest domestic bank boom let's just cut through earnings let's just take their earnings not just the paper of the works so let's you know we'll probably revisit this past crash again and but remember it's done or no volume it's done because of machines and but remember it's done or no volume it's done because of machines and but remember it's done or no volume it's done because of machines no one even has time to think to buy someone obviously screwed up and put it a big sell order and it goes down like that and you know we should get you set up cause we're up a lot on a percentage basis but let's just not forget that the markets showed the same lack of class and power and an honesty and truth that we have seen in every kind of more every Sun kind of one of these flash crashes it's not different the market got phony again it's a shame this house a great big fody that's right a phony lives here but he can't handle the volume and he can't handle this level selling opportunities come when the market breaks and the market just broke again we haven't seen it break in a long time what it's too bad Jim let's let's look at the volatility here the gauge buzz VIX above 30 we are about 33 earlier that's 42 okay that's fine do you see them going hand-in-hand I mean when you're talking to Telus so explain is coming in and selling and I see it's too fast to buy there's a lot of stuff come up too much absolutely but you know there are stocks that are literally back to you know where you could say that okay we've you peeled a lot of the game and it happened so quickly that it's hard to even think well wait a second there's that price real well wait a second there's that price real well wait a second there's that price real well wait a second there's that price real maybe I want to buy that Procter & Gamble at a VBox but you can't think it's just some machines coming in hitting it down think it's just some machines coming in hittin it down think it's just some machines coming in and hitting it down think it's just some machines coming in and hitting it down you can't get your orders in on time it's the same crummy doesn't really work market in the speed yeah when you have the speed of light so we sit there we're mesmerized we think something's wrong but you know what just remember the flash crash a couple years ago another flash crash a few years ago when the market can't handle this kind of training you get this but don't freak out look for something you like to buy just let Mike use my killers who will not take no for an answer will not hang up the phone until their client you know cries Oh [ __ ] it's important to be hysterical not irrational and I say that because I saw the UH I saw the trucks they local news trucks out front yeah that's always because they get in they see the trucks there and to create I tweeted one of those pictures because you see those trucks it says wow we're about to have something big happen it often means that we had something big happen remember if you have been trading between 3 o'clock and [ __ ] o'clock you'd say there's a bolt Newport market because there was a huge spike in the futures we all know the 3 a.m.
yes ma'am 3 a.m. yes ma'am 3 a.m. yes ma'am we all know sleeping after the Eagles victory big big mistake you gotta really take it in XIV went bust last night that's a particular piece of paper that you and I are now discovering yes there's out to be a lot of people who are hiding that and selling bombs we're gonna talk more about the importance of these ET ends and the prospectus is there of yet I think it's important to point out the direction it's certainly right given that spike in bonds the velocity direction seems to be exacerbated by these products that people always come up I don't like you remember in 87 when they came up with portfolio insurance right if you remember in August of 2015 mr.
Bullard by the way with some very calming comments but if you remember you go back don't worry this oh this much over Seoul I've got the SP oscillator in front of me August 2015 wow that was a great time to buy but why is the look a bit more about August 2 2015 because down 11 12 percent it was like it was quantitatively driven many would say as as well as this often going to the bead the case now because the machines dictates so much and the algorithms do what it was quantitatively driven many would say as as well as this often going to the bead the case now because the machines dictates so much and the algorithms do but he doesn't know he's on live TV right it was quantitatively driven many would say as as well as this often going to the bead the case now because the machines dictates so much and the algorithms do that was on what Chinese devaluation or a number of other consider Hewitt mr.
Buller did it to fit 10 to 15 on Friday Oh an X M right it's like wow kind of but we were down dramatically over a two-week period and now of course it's at that can we say why was that yeah we can say it was because of the fan okay could be anybody could have is Santa Claus I could have been the Easter Bunny it could have been I mean right who knows what was it cou it could have been we have no idea I don't like they just [ __ ] said what was right why was that yeah we can say it was because of the fan right we can say it was cause of interest rate sure he says there's evidence that someone akin to what we've seen of the Atlanta flash crash yeah a lot of people were saying was because of Greece now David you and I said that there was eight million people in Greece did that really cause a thousand point was that how the machines broke down but we always want to identify a villain there is no Lex Luthor no but but when we look at the technicals here when we look at the quantitatively driven models and we wonder how much further there is to go if you can try to ascertain that based at least on the action that took place back in 2015 by August if it was somewhat similar to what we're seeing here we're not quite done then are we no but I think what you do I like to you know this idea of the market really does break down as a concept so the market is just a concept now because I could have said that did Exxon really go up 5 at 3 a.m.
and then go down 10 from there at 7 no I mean it's a real company as Lawrence Oil Company the world but that's an equivalent of what would happen so I say pick something really like I mean let's use the stock like pasta okay Costco's made its quarter maidens quarters made his court you have to believe right now as of this morning yeah then the wealth effects been destroyed no one's gonna go get those free samples in the unbelievable crab legs at Costco this weekend and I would tell you that's probably wrong I will seriously consider purchasing this product oh yeah may I partake hmm Oh sausage son time to buy a great amount for samurai buddies sir you don't have to keep moving to the back of the line you could have as many as you want they're free what are you talking about hey can I have some more sausage yeah me too so anyways guys I hope you like the that funny little thing that I made there for you guys but I'm just trying to [ __ ] you know put it out there for you put this information out there for you um and try to dissect it a little bit so that we can all really understand what is really going on so if you guys are looking at the markets today everything seems to be calming down settling down climbing back up slowly and again we will see how the rest of the week goes from here all right remember we're still expecting the crypto market you know to be a little bearish for a little bit not too long just a little bit just a little bit few weeks saying maybe with this market but it will see how long by the end of the week we already might be in the green it might be just this week of crap but how do we don't think so I really don't think that they're gonna the dirt trying to scare anyone I really just think that they're just you know using this as a political tool I said before by others and this is just a way - a way to shake the weak hands out and that's it and continue having the weekends investing in Costco and [ __ ] like that and continue losing their money and continuing this thing it's not gonna stop so again we'll see how the market is today we'll see how it goes tomorrow and the next day and stuff like that but I mean I feel like we've we've already passed this little bump in the road and they just needed to do something like this in order to continue going up and that's it and then have many hands in the pot okay even just letting the robots through their job so and just like I'm the whole thing with the cryptocurrency market I really do think that it was extremely orchestrated all the way through so you know just like it's even just like you saw this Orchestra to drop you know I feel that we're gonna see this orchestrated you know run up and it's just gonna continue going like that up and down up down like some someone said in one of our circles you know crocodile teeth something really so yeah we shall see what happens I mean we are already seeing what's happening the fact that this guy said those things on live TV yesterday and this morning and it's out there and how people just seem to like brush it off and I really understand that especially on people that watch these this guy or that those channels religiously they just don't understand it they don't understand the words are coming out of his mouth I just don't and then wouldn't someone like us when we see [ __ ] like that would holy crap and you know it just goes back down to that whole thing where they gotta tell you what's about to happen so that way when it does happen they don't feel bad for it because they already told you you should have been listening okay so they pretty much Jim pretty much laid it out there for us okay so he pretty much laid it out and said hey there's just a little temporary bump in the road and it's gonna be [ __ ] Bluegreen skies what a blue skies green pastures from here on in so let's go let's you know by cos go buy some crab legs get some like Kirkland brand but again that's uh I mean I don't know if it was on purpose that he said what he said or if it was a slip-up but I don't think it was a slip of every set of two days in a row that's all I have to say about that all right so yeah man we're living some really really interesting times okay all right so I'm going to cut this video short today I have a lot of work to do got an event to shoot tonight a lot of fun I'll see you guys tomorrow morning hopefully with a green market all around crypto the Dow Gold's over the whole [ __ ] nine all right we'll see have no idea it was a seat weapons right and then I will pick this up again tomorrow and the next day and the next day as usual so anyway I really hope you enjoyed this program I really hope you enjoyed today's dissection you know color commentary on CNBC and yeah leave your comments below please like please share please follow me on steaming on V tube the whole [ __ ] nine and I'll see you guys tomorrow all right and if you still have some Thea left is you still got anything left bye-bye-bye I was able to get some light coins just there 125 125 but you out of your mind yeah I know I will heck of them you button believed this was a surprisingly oh so good few but hey [ __ ] man you never even liked those those few are gonna be worth a lot anyway they're gonna go nicely with the ones I had from [ __ ] $40.00 ago anyway alright guys I'll see you guys on the flip side thanks again for watching and here a virtual dock oh by the way a little blue dream I'm smoking today it's pretty nice pretty chill pretty mellow love it thanks again for watching guys
Comments 0