Locator: 51350A.
From Jim Cramer's "Mad Money" tonight; four market themes plus a recommendation:
- the consumer is strong: the banks are telling us that; so are Williams-Sonoma and Ralph Lauren
- tech shortages everywhere: semiconductor capital equipment stocks; LAM Reearch, KLA Corp;
- cybersecurity: cybersecurity has not been commoditized, that's a surprise; CrowdStrike and Palo Alto Networks;
- pent up demand for mergers and acquisitions: don't speculate on companies that might be acquired; go after the banks that make the deals; GS and MS -- doing the deals
- MedTech: Eli Lilly and J&J, Becton Dickinson
ISO-NE:
*****************************************
Back to the Bakken
WTI: $78.07.
Active rigs: 29.
No new permits.
No permits renewed.
Mo DUCs reported as completed.
*********************************
Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
