Cramer's First Hour, Part 1 -- October 2, 2024

Locator: 48457CRAMER.

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

Still the best hour on television.  

Next up: Sara Eisen -- absolutely the best of the best on CNBC. Everybody watching would have noticed that yesterday. She knows her stuff. Macroeconomics. Carl, Cramer, Faber best on US equities, but Eisen best on macroeconomics and geopolitics.

I won't watch "Squawk Box" as a general rule; occasionally tune in. Becky Quick is a disappointment, and the other two? Well, what can I say ...

Gonna be a great week for the market! Whoo-hoo! Could the market finish the day in the green today?

WTI: whoo-hoo!

Inflation undershooting expectations: Chipotle CEO on the economy.

Humana: plunges. Based on the plethora of ads and the twenty or so Humana phone calls I get every day, this is not a bit surprising. Based on those metrics, Humana knew it was in trouble and, worse, knew why.

No plan: Cramer noted the same thing I've noticed -- physicians aren't "taking" Medicare. 

Apple: SE coming. David Faber on Apple -- "speaks Apple" at length. At best, looks like a slow roll-out. Cramer's take on AAPL has not changed. Analysts negative; consumers like it.

Port strike: watch prices of bananas as a proxy for the port strike.

Tesla: Phil trying to paint a positive picture. He never disappoints. "Everyone" is excited about increase in EV sales y/y. Having said that, trying to make sense of Tesla's numbers is difficult at best. 

Tesla, 3Q24, link here:

Personal investing: this will be third day that Sophia will be adding more to her positions in Schwab ETFs. Sophia currently holds three Schwab ETFs. One had a 43% return over the past full year. US News reviews Schwab ETFs, September 24, 2024.

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Disclaimer
Brief 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.