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Tuesday, August 27, 2024

Cramer's First Hour -- August 27, 2024

Locator: 48461CRAMER.

Cramer's first hour: a mix of fact, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.  

A reminder: historically, the months of August and September are the worst months of the year for investors who hope to pay more for shares. 

Schwab: investor sentient -- investors are the most bullish they've been since Schwab first starting doing this survey. Survey: what is driving the strong sentiment? A wealth effect is building. Concentration risk is starting to spread out. Tech, health services, materials, utilities.

Personal investing: Sophia is now actively reminding me to "to" tax loss harvesting.

Netflix: most of Cramer's first hour was on Netflix, which hit a new high today. 

Ferrari: RACE surges to a new high. 

Remember this darling of Wall Street? Lululemon?

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Disclaimer
Briefly Reminder 

  • 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 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 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. 

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The Book Page

Christopher Isherwood, Inside Out, Katherine Bucknell, c. 2024.
 
A beautiful book.
 
729 pages of narrative.

76 pages of notes.
 
Index: 37 pages.

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The Fine Arts Museum Page
Kimbell Art Museum, Ft Worth, Texas

The Battle of Pavia Tapestries. See also this post for more on these tapestries.




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