Cramer's First Hour -- Part 2 -- October 22, 2024

Locator: 48630CRAMER.

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.  

Personal Investing: added to Sophia's SCHB position. 

Fed rates: some are now suggesting a 50-basis-point cut is almost guaranteed. 

Presidential election: unless it's a blowout, the year (2025) will be a nightmare -- Cramer.

GM: Expectations. Cramer hasn't mentioned, so I will. Earnings, 3Q24. Links everywhere, here's one.

Jobs vs Cook: there are iconic photos of the Apple CEOs, especially of Jobs. This, unfortunately, is not an iconic photo. This is Vogue. But the story is compelling.

Fight's on! QCOM vs AAPL (Qualcomm vs Apple).

• see this post, September 11, 2024;
• chips, August 10, 2024.
• this is the update; be sure to read the social comments -- brings up other issues.

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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.