저자: JimCramer · 외국인
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트럼프 당선 직후 증시 급등을 분석. 트럼프 정책(감세, 규제 완화, 인수합병·IPO 활성화, LNG 승인 재개, 비트코인 전략비축 등)이 수혜 요인이라 주장. 테슬라·은행·러셀2000·산업재·빅테크·에너지·가스 관련주 등 상승 여력을 언급하며 대체로 낙관적 입장. 다만 과도한 밸류에이션과 금리 상승 리스크, 초기 급등 후 단기 조정 가능성도 함께 언급.
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want you but to educate and to teach you explain phenomenal days like today so call me 1800 743 CBC or tweet me Jim Kramer right what the heck just happened was there really that much penup cash waiting to be put to work as long as Trump won the election I am astonished to see such a powerful move higher Dall surging 1, 158 points S&P skyrocketing 2.53% and the NASDAQ pull voting 2.95% it was if all the sellers in the world dried up and the were nothing but buy the market likes Donald J Trump and it loves a peaceful transition to the next president we got both and we had a monster buying celebration it was a bull jailbreak and the Bears never knew what trampled them now though at the conclusion of this amazing session we have to ask have you missed the Trump rally is it a one- day winner very reasonable to ask that that's how much the market was up and you know what it depends on the stock some are sure to go higher some may have already reached their apotheosis at least until we get some verification because while Trump was elected last night doesn't take off till January first let's understand that many people thought we'd have a contested election which would cause tremendous uncertainty the fact that we were already know the winner is a huge win for the stock market in itself which makes it a magnet for new money this election with its vicious Maelstrom of hate and fear is finally over and it's over in a peaceful way second the animals Spirits Unleashed in the stock market today were so powerful that buyers ignored the truly hideous action in the bond market normally when bond yields shoot up like this and rates really boled higher the stock market rolls over stock buyers today simply didn't care I've never seen this before third Trump wants to cut taxes all taxes including corporate taxes so numbers go higher that's right estimates go higher earnings per share go higher you do need to see interest rates stay low for things to really work someday at least it's going matter it's hard to keep doing this and piling on debt but party on until we really see damage that's what it felt like to me seems to be the Mantra tax cuts will cause even more voluminous profits than we already have finally we were coming oh we came in hot but we were also still oversold and many Trump stocks have been selling off because the narrative for the last few weeks as you know was that Harris was gaining momentum how'd that happen well I'll tell you how it happened the polls the polls were wrong again we don't talk about that enough either do we that's another reason why we had the tsunami of stock buying money had come out because of Harris came back because of trump so with that Prelude what can still be bought you know what I want to do I take him an order of staying power first the rally in Tesla that one has legs I'm telling you I can't believe it wasn't up much more for Trump politics is personal he'll reward Elon Musk as much as he can give the constraints of the law Tesla does need some things musk's full self-driving approval Nationwide you know what Trump might push for Interstate self-driving bu want any break that unionized auto companies have he can run the table against anyone in the space this one goes higher to the banks especially investment banks these stocks had gigantic moves moves that would normally take weeks or even months to occur and and instead they happen been in a handful of hours the banks have been pushed down for ages because the Democrats have tough Relentless Regulators who love to go after the industry he you may hate the industry you might want that you may love it and say what enough The Regulators have crushed their earnings power and their dividing giving in their buyback ability that in turn really obliterated the price earnings multiable to the cheapest stocks in the entire market now though the banks could be unfettered they might be able to emerge again reward investors with much higher dividends and buyback even more stock more important the investment Banks can advise on many more mergers and there will be many more mergers because The Regulators will look the other way and we will get more IPOs too it is hard to convey how much antipathy there was between bankers and the Biden Administration they were oil and water that's it the banks have now run a lot you got my blessing not to buy them if their stocks get hit on tomorrow's fed meeting which they usually do for the travel trust we actually sold some of our shares they these be these became some of our largest positions because they went up so much I want you to sign up for the cmbc investing Club you will see our reasoning but overall the group is still cheap did go parabolic it will come down you can buy the Russell 2000 went crazy today that's index buying not individual stock buying these moves rarely have legs because there are no buyers of the actual companies so sellers of these stocks will come in and they'll come in in the next 3 days that said the small cap rally is about repealing the thicket of regulations that you end up with under Democratic administration of course the most honorous regulations are State local but more Republican federal judges only mean more state level regulations being overturned in court as a small business person myself I can tell you that the regulations have destroyed many more businesses than any other Factor including economic downturns any Industrials any transports went crazy today that's because buyers sense that there could be a big wave of growth as that's one of the pillars the Trump ran on this one's a bit of a stretch because we've already had a huge rally in the Industrials I'll give you more on that later we also have to accept that we will have another earning season right at the time of the inauguration so we'll have to worry about those earnings too but not yet so there could be more big moves ahead maybe after the market goes down If the Fed says the wrong thing tomorrow or if the president-elect says some things about the Fred that we don't want to hear the president elect wants to protect American Industries he should protect newor from Chinese steel which is trans shap trans ship through Mexico right now and Biden Administration did nothing about it I buy that stock of new cor even up here Cleveland Cliffs and US steal should do well too they're not as good as newor but they're good big Tech got a real boost especially the ones that have been hectored by antitrust like alphabet or Amazon or or frankly even apple and maybe even we thought maybe in video and meta you know these you look if you make companies if your companies make Goods in China like apple that could be tough because you know what China and Trump they are also like oil and water and if you do business there it's going to hurt you here however uh because this is a more popular time for um it's a popular time for Trump okay and a less popular time for China of the tech stocks the strongest for the cyber security place there's a sense that a trump presidency will bring more hacks probably won't though this one will do best paler it's upending the Pentagon procurement process and making it possible for us to play offense when it comes to cyber security president-elect Trump's going to have a lot of fun with Alex karp the co-founder and CEO Palante here that can go much higher I don't care about the valuation I know it's a popular stock it can go higher Trump likes winners he likes success stories that means he'll like Nvidia remember Trump's all in with Elon Musk he knows that musk respects idious Jensen Wong good stock own not trade I'd also buy meta here there's all sorts of bogus scuttlebutt about how the president-elect and Mark Zuckerberg don't get along I think that's the old days people I believe things have gotten better between the two and you should think more about the fundamentals now which are fabulous they talked to look there's some common ground between the two it was silly that the stock wasn't up as much but people were worried about the two of them being angry at each other no oil and gas went nuts today you need the commodity to go higher for this one to keep working the these companies might choose to drill more but they've gotten more disciplined since the last time Trump was President I do know this one of the most destructive things that Biden did was called for a pause on pending approvals of liquefied natural gas exports it crushed a lot of plans they'll be revived leading to all sorts of new energy infrastructure including pipelines I love the pipeline stocks and I like the natural gas stocks because of the pending repeal of that Federal mandated pause I like the refiners think Valero Philip 66 and Marathon Pete because I thought we were going to have a democratic field day against these three nope not going to happen no Health insurers deserve to run every one of them I think the Republicans now have enough votes to get rid of whatever the health insurers deem to be onerous about Obamacare huge winfall I like United Health because it always does well anyway plus the new team at CVS which owns Etna just got a gigantic break finally I have to say that crypto has the president-elect and he'll try to create a strategic reserve of Bitcoin which is fantastic reason to buy crypto buy Robin byy coinbase and by crypto St hor micro strategy my advice to crypto opponents you lost move on if you ask me how much this rally was a relief at the conviction of I believe it the possibility of contested contested election uh versus the policy of President Trump president- elect Trump I should say I'd say that when you have a president who favors higher stock prices as he told me many many times and wants lower interest rates I'd say it's probably about 75% Trump 25% relief but the ironic bottom line is it'll be tough to exceed the Biden machine when it comes to the stock market bid was no friend of stocks but the market went up anyway who knows how high they can go with a president-elect who always told me that the Dow Jones Industrial Average was his version of the neelon ratings let's go to Chuck in North Carolina Chuck booah Jim booah Chuck thanks for taking my call again uh I'd like I do not have a position in this stock but I would like your opinion on McDonald's MCD I'm considering adding it to my portfolio um I like McDonald's but I don't know if you caught last night's show we had uh Texas this uh Texas Roadhouse one yesterday txr and I don't know about you if you got that maybe if you just maybe you can call it up on sbc.com or something but it was incredible and it's making me rethink the restaurant group I think Texas Roadhouse is a better stock to own than McDonald's let's go to Robert New York please Robert hey Jim how's everything going tonight for you no not bad how are you very very good it's nice to talk to you again I love talking to you but uh I know you got a lot lot going on here so we're going to get WR the business tonight okay all right let's do that let's do that all right good Jim this next company has gone up over 36% in the last six months year to date almost almost 50% it's reached its all-time high today at $996 a share it's a milestone with the company's robust performance and investor optimism in growth potential they rais their full year 2024 Jim subscription Revenue forecasted 10.65 billion and 10.66 billion okay they their AI technology has landed some huge contracts despite the concerns about the partnership with carasol their fed business is unaffected now Jim this is very important for your listeners on May 15th you asked somebody called in and asked what should I do and you know what you said I don't have it in my traville check but I would buy buy buy and was $760 and what do you think I did what do you think Rock From New York did of course he bought it because Kramer said to buy it the company is serviced now service now baby all I'm going to I'm going to use right now new price Target okay I'm going to say the stock goes to 12200 it's at 994 it's going to 1,200 it's probably one of the best stocks in this entire Market to buy you have my blessing to keep it until $1,200 look it will be a tough to beat this Market that we just had under Biden but there's no tell how there really is no tell telling how high it could go under president-elect Trump given this pension for higher stock prices and the fact that he roots for them to go higher and not only that unlike Biden he actually knows it exists oh man money tonight fresh up news of the next White House ENT I'm diving deeper into what could be the incoming administration's positives about m&a and negatives about anti trust and how your portfolio could be impacted then this summer I gave cumins the top spot my new Industrials list after hitting another high today I'm seeing if the stock still has wom to run or if there's could be some headwinds on the horizon plus just yesterday you called in on under the radar name called IES Holdings I didn't have much to do so I decided to give it a look see
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