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hey adam kramer welcome to bad money welcome to pay america let's be one of my friends just trying to make a little money my job is not just to entertain you but educate teach you so call me at 1-800-743-cbc and be nice tweet me at jim cramer the market the market is a child it's childless in its tempestuous demands it's lack of discipline it's disproportionate sense of euphoria and in disappointment and the child is creating monster swings of major large capitalization stocks the likes of which i have never ever seen before ever just look at what happened today the kramerkovic 19 index ward on the news that the big astrazeneca vaccine was their trial it didn't produce something that will save us immediately the news was genuinely actually good yet astrazeneca stock got hammered and the stocks that benefit from the pandemic surge ultimately the dow advanced just nine points s p have gained point eight four percent but the tech heavy nasdaq filled with kramer kovid names pole vaulted 2.51 amazon went up 234 points uh tesla's up 142.
shopify 81. yeah i didn't make up those there's real that's real money or you can be in the next one definitely childish buying behavior right but that doesn't mean it's wrong there's a lot of money that's put to work every day based on coronavirus inputs and that's made the action incredibly binary i mean we didn't social distance enough in the country not enough of us wear mass and the vaccines take so long so go buy the ultimate stay at home stock go buy amazon like everybody else okay so what really did happen today let me walk you through it consider the news about the astrazeneca vaccine we got an analysis of the phase one trial results in a very prestigious medical journal called the lancet phase one is safety that's what they do it for and the vaccine's safe it also created a positive immune response murdering further study for less healthy test subjects these larger trials are happening right now all that's good news that's something we would normally be pretty happy about yet somehow it was viewed as negative so what happened i think people who bought the recovery stocks all last week and sold the nasdaq were expecting much more rapid progress so they threw a temper tantrum dumping the cruise lines dumping the airlines dumping the hotels and dumping the shopping walls then swapping into the tech stocks that profit from the pandemic i want to stress that none of this is political it's not about trump it's not about the governor's not about dr fought she's thrown out the first ball how about that i bet he even has a good arm he was a point guard for a high school regis we don't care who dropped the ball at this point the virus is out of control you don't need a weatherman to know which way the wind blows i don't care who you want to blame what matters is that it's real and with these sky-high case rates it's going to start hitting people you know if it hasn't already about one in five people get this thing need to go to the hospital and this severe covet cases cannot be minimized this is not a cold it is not the flu it's very serious even if it doesn't kill you and at least for now the virus is winning in this country losing a lot of other places winning here given the scale of the new outbreak we need to make a lot more tests and we need much better infrastructure for contact tracing that's the only way things go safely back to normal until we get a vaccine unfortunately market doesn't seem to have the political will to make this happen again i don't care about the blame maybe it's our leaders maybe it's our culture where a lot of people seem to think that live free or die means give me convenience or give me death from our perspective as investors what matters is that unlike nearly every other country in europe and asia we probably can't go back to normal without a vaccine that's the reality and unfortunately you can't force a vaccine we're going to inject hundreds of millions of people if not billions of people with this thing so we got to get it right get it right takes a little time and some investors don't seem to understand that we're not going to get a study that says while we were checking this vaccine for safety you know what boom it turned out to be so effective that we can really distribute it to seven billion people that's a childlike fantasy in other words it's not that the astrazeneca results were disappointing it said too many buyers needed a reality check once they realized there was no miracle cure the kovid 19 stocks came back with a vengeance first the tech etf sword that means fang mine acronym for facebook amazon apple netflix and google facebook keeps losing major advertisers it's looking like nothing to do will satisfy the critics but you know it doesn't matter as legendary internet pioneer gary vaynerchuk said in our town hall last week instagram is the greatest ad bargain on earth for small medium sized businesses so the stock keeps climbing who cares about disney meanwhile alphabet and amazon got major price target boost from goldman sachs i mean three thousand thirty eight hundred for amazon whoa sent the stocks in the stratosphere it's amazing how much impact these price targets have these days it never used to i haven't seen anything like it in ages especially for big no i've never seen anything like it plus confidence is crazy high for these big tech companies microsoft reports on wednesday normally some people be a little circumspect but circumspects are out of style now that's how the stock rallied four percent ahead of the quarter hey why not ibm would put a good number after the close top and bottom line beats up similar amounts so far good i'm hearing a lot of people warn that this action is just like 1999 meaning we're headed for a crash of epic proportions i'm actually not so sure my view is that money has to go somewhere last week it went to the normalcy stocks the ones that benefit from an instant vaccine today i rotated back into the pandemic stocks which includes big tech plus there's a lot of new investors who are coming in and they're buying at least good quality companies not the junk that we saw in 1999.
you know now it also includes the stay at home names the cloud kings zoom video koopa ring central how can i help you fortinet palo alto networks and so many others that enable you to work remotely without being hacked they're almost old hot now twilio up 24. sorry remember we have developed truly a roulette market you can bet on black which is instant vaccine the equivalent of passing go and collecting 200 because you bypass that stodgy old medicine fda or you can better rent which is the shutdown non-economy both have variance you can bet black instant vaccine or you put money on specific numbers like the airlines all of which got hit today thanks to soft numbers or on cruise ships because they're truly double or nothing or simon properties the day traders dream because it stands for brick and mortar shopping where you can hedge maybe put some money on shopify tesla lululemon and amazon while keeping an etf bet on stocks that do well if the economy reopens if you believe we're headed back into a lockdown but the government will give us another round of stimulus but then you buy walmart dollar general dollar tree target lockdown winners to benefit when washington prevents people from going broke and of course gives you the pay payroll tax cut oh yeah now if you think this is all fanciful what i need you to do is do what i do get up at 3 30 a.m and watch the crawl beneath the screen i'm not going to get on the floor today because just bring your suit you'll see voracious buying of the recovery stocks as well as the smattering of buying in the tech stocks like zoom that roar and anything short of perfect vaccine news uh something we're never going to get the bottom line remember that the kramer kova 19 index ones that do better with covid represents close to half of the s p but more importantly when you lump in the financials and health care now you're talking about which don't go down on this you you're talking about 70 in the market that you're the benefits from the pandemic or works either way well the beneficiaries of the pandemic they're the winners because the pandemic is also winning .org you
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