저자: JimCramer · 외국인
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2022년 5월 FOMC 회의를 앞두고 Jim Cramer가 주도주 몰락과 반등 조건을 점검한 방송. 주요 주장: 한때 시장을 이끌었던 종목들이 펀더멘털이 좋음에도 계속 매도당하며 투자자들의 짐이 됐다고 진단. 밈주식: AMC는 1년 전 63달러대에서 현재 15달러대로 하락했고, 초기 매수 시기가 아니면 손실이 크다고 언급. GameStop은 콘솔 공급 정상화와 온라인 구매 확대로 게임 사이클이 둔화되고 있어 매장 수요 감소를 근거로 부정적으로 평가. 기타 밈 종목: Wendy's, Corsair Gaming 등은 급락했고 Robin Hood 주가 붕괴도 언급. 이들 종목은 지속성이 없었다고 평가. 주택 관련: 주택건설사 주가는 모기지 금리가 5.5%까지 오르며 크게 밀렸고, PER 4~5배 수준이지만 실적 추정치 하향이 필요하다고 봄. 주택 구매력은 역대 최악 수준이라고 언급. 시장 상황: 당일 다우 67포인트 상승, 나스닥 0.22% 상승을 의미 있는 강세로 평가하며 반등 신호를 기대. 리스크: 금리 상승, 실적 추정치 하락 가능성, 주택 가격 상승(전년 대비 약 16%, 중간가 36.8만 달러)에 따른 부담. 출연자 전망: 밈주식 및 주택주에 대해 전반적으로 부정적이며, 주도주 재부상을 조건부로 기대.
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going to the fed meeting let's talk about what we've lost the groups that are no longer working the ones that need to turn around if we're ever going to get a sustainable rally and out of this miserable period these stocks are former leaders that have been taken out and shot just shot endlessly even as their fundamentals are often in tremendous shape not good not great shape fabulous shape after captivating the market for ages they've become millstones around the necks of investors everywhere and that's how you end up with a situation where you had a day like today kind of a somber day not a day of real interest not a special day dale up 67 points has to be gaining points worth eight percent nasdaq inching up 0.22 and it actually counts as a tremendous session a huge win for the bulls that's where we are now the first group of dethrone leaders let's just rip right throw up the meme stocks the meme stocks i say this because these people stick by me through thick and thin and i love them i i regard myself as the leader of the meme team not all right these were exciting as long as they lasted i mean a little less than a year ago amc entertainment was a 63 stock now it's 15 still a victory versus where to trade at the beginning of the pandemic but unless you got in early this one's crushed you that's what's i was trying to help by telling people maybe at the 60 level wasn't so good but i should have kept my mouth shut the next meme name gamestop powerful backer chairman ryan cohen but the problem here is that the market proceeds that the gaming cycle seems to be winding down availabilities become much easier for all sorts of consoles and most people rather buy their games over the internet i went to the website today to see what the top brands were my website didn't really work yeah i get that anyway throughout the gamestop frenzy the stock had a legitimate prop the new hardware was flying off the shelves and you couldn't play i couldn't find a playstation 5 for love or money but now they're plenty full and that means there's much less reason for anyone to show up at a gamestop remember to those who disliked me for saying this i suggested you go take a classified ad out in a newspaper because jimmy chill is done with your moronic scatological tweets and hopes you never come back from your permanent intellectual vacation the other meme names never had longevity amc gamestop the reddit crew loved that corsair gaming that that got cut in half they tried to run and gun wendy's but it said six right in their threw a bacon in it right in their faces and then it came down to amc in games up they were a two star club with the collapse of robin hood's stock making for i think what's called a fitting coda uh guys enjoy talking to yourselves no one else is ever going to listen then there's housing now we thought we had something goldman this was a leadership group oh i love him right because a lot of stuff goes into housing punches above its weight but the home builder stocks not the companies the stocks have been crushed as mortgage rates have risen to 5.5 percent here's what you need to know well these stocks might look cheap as though they're trading right now four or five times earnings that's most likely because the earnings estimates need to come down perhaps organically housing affordability is the worst it's ever been that's bad they can't like that in the first quarter well let's say you got double-digit price appreciation and 70 percent of the america of the metro markets in america 70.
the median single-family home price has risen nearly 16 year-over-year up to 368 000 according to the national association of realtors
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