Monday, October 21, 2024

Cramer's First Hour -- Part 1 -- October 21, 2024

Locator: 48624CRAMER. 

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.

David Faber,  Carl and Jim.  

Cramer: again, very bullish, and discusses his thoughts on the tailwinds. Back to the Fed rate cut cycle -- Cramer says absolutely no hurry. 

AAPL: referenced a WSJ article on Tim Cook / Apple today. Link here. Market open, Dow negative; AAPL green, as is Nvidia. Whoo-hoo. And CVX. Another whoo-hoo!

Personal investing: another large addition to this position -- SCHB. Top ten holdings. That link will take you to full list. And it pays almost 4%.


Machinists' union spokesman: not recommending union members agree to the contract. The union leadership is not telling their members to vote against the current proposal but they are saying they are not happy with the company's offer. The annual bonus of at least 4% is "new" -- since the previous offer.

David Faber: noting that Trump will contest the results if initial results are not in his favor. Faber says it will be a long night, or a long month, or a four-year national nightmare. 

Buzz: in light of Netflix results, no one can understand how/why Disney can't get its act together.  

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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.
  • Longer version here.

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