저자: JimCramer · 외국인
요약 보기
트럼프 대통령에 대한 CEO들의 침묵은 정책 비판 시 주주 반발과 대통령 보복에 대한 두려움 때문이라고 설명. JP모건 소송 관련 금융주(캐피털원 등) 약세에 대해 금융주가 이렇게 떨어지면 안 된다고 언급. 연준 의장 후보 리사 쿡 관련 논쟁과 채권금리 4.25% 수준의 낮은 변동성을 언급. 대통령의 독립 인사 기용과 연준 영향력 시도에 대해 경계 발언.
다듬은 글
worst performing sector this morning, Jim, is financials. You mentioned this lawsuit against uh JP Morgan. Uh actually, Capital One has an outstanding lawsuit filed by some Trump plaintiffs, including Eric Trump, for example. Well, and look, uh nothing stops Richard Fairbank. You can they just uh this is an entity to itself.
I'm not concerned about that. I think JP Morgan obviously it's better headline grabber. People don't know who Capital One is. They don't realize it. is the third largest uh credit card group so to speak. But uh I I think that these financials should not be going down like this. But you know, look, they've been hot.
Gen you Goldman's been very hot. Right. Of course, we on this show yesterday, we're talking about the few executives who spoke out against the administration on some policies. Diamond was among them. Later in the day, we get the news of the lawsuit. And here's what the president said about it. True.
You shouldn't be debanked. you get debanked if you don't have money or if you default and you have this great company and all of a sudden I was told no you can't can't do that so wrong and so I don't know I don't know what their excuse would be maybe their excuse would be the regulators I don't know but uh regardless I guess it's a good lawsuit because every pundit has come out and said Trump has a great lawsuit here you're not allowed to do what they did Jamie Diamond what He did.
He's not allowed to do that. And he was asked in Davos this week about free markets as it relates to institutional home buying, defense company restrictions, now this, credit card caps. Yeah. Well, I guess the memo is to among executives, it's ill advised to to take the president on. I mean, Jamie Diamond 69, you got raised.
He's done a remarkable job. I mean, you tweeted yesterday the word just fear. Well, I mean because I again I mean I talked to all the CEOs that we I talked to all the CEOs that that I mention here fortunately have a good network and for the most part um they just won't discuss the president. Uh I don't take that to mean that they think he's the greatest.
There are uh people who say look it's it's great that there's less regulation. Uh but something like that it that they might let slip a criticism and they may not have said I do these are all off thereord discussions I'm not going to betray them but that they might let slip it anywhere could make it so that their shareholders would feel like why did you send your stock down and it's more it's fear of the president and fear of the shareholders saying how could you not realize that the president can do whatever you want
asymmetric risk for sure um and of course the president's uh influence or attempts to influence extends to the Fed. We will get the decision next week. Jim, Rick Reer's odds, by the way, continue to climb after the president said he was very impressive. You know, I haven't sat next to Rick Reer in a street basically at a restaurant that's out on the street.
I don't think Do people know how charming he is? I mean, the president likes that to be both charming and have rigor is such an unusual thing in this country, but he's got that. He's got that. Well, I mean, we keep getting these these trial balloons, Jim, in the bond market, although we're still at four and a quarter, right?
We cracked that 420 level, but it's not like we've seen dramatic reactions. Uh, move volatility is extremely low. Yeah. Well, I mean, I think that all the people are surprisingly people that I think we've seen on TV and they're like, "Wow, that guy is pretty good." I mean, there's no outliers. There's no people who don't who disrespect the system.
They tend to be believers in the system. Uh, I would, if I were the president, I would I would be careful. All these people are independent. They're independent people. Uh, they're all legit. I when we've heard them on air, they they're uh I think not party line. They're Let's be like Pal. I mean, he may be picking Pal number two without realizing it.
Yeah. Well, yeah, he I think Kernan asked about that, right? About whether or not you could be proddding Powell into staying on. Of course, the the arguments regarding Lisa Cook kind of got lost in all the Davos headlines. Yeah, that was just what happened there. Yeah. Nobody. Well, I think Pal went there, but the president should be aware of Trojan horses,
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